We are excited to announce that as of February 1, Wood Mackenzie is a portfolio company of Veritas Capital, a leading investor at the intersection of technology and government. Our focus remains on providing you with the best intelligence, analytics, data and tools to ensure you are making the best data-driven business decisions with confidence.  

Read more in our news release here. 


Metals & Mining Snapshot: trade Trumps fundamentals

Get this report


You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.

- FAQs about online orders
- Find out more about subscriptions

08 May 2019

Metals & Mining Snapshot: trade Trumps fundamentals

Report summary

In this month's snapshot we include a short synopsis from each mined commodity. While trade jitters continue to undermine sentiment and prices, we remain of the view that many commodities face supply shortages while demand is robust. On the supply side, deficits are coming as a result of a number of issues which are causing investors to pay notice. Iron ore is facing mine outages in Brazil and weather-related disruptions in Australia. Copper is coming to grips with under investment and mine supply will fall in 2019. We expect nickel will have a small surplus for the first time years and the market is closely watching developments in Indonesia as supply ramps up. Click through to this report to read more about the other mined commodities and access each short-term outlook.

Table of contents

  • Metals Short-term Outlooks
  • Coal Short-term Outlooks

Tables and charts

This report includes 8 images and tables including:

  • Postcard from Brazil and Handan

What's included

This report contains:

  • Document

    Metals & Mining Snapshot: trade Trumps fundamentals

    PDF 1.31 MB