Insight
Metals deal activity Q4 2018 - at a turning point
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Report summary
Metals sector deal activity has picked up in recent months, with a number of large deals announced. We've identified over US$30 billion of pending or probable deals, of which US$1.7 to US$10 billion could be completed this quarter. The balance should position 2019 for a strong start. Deal activity, based on completed deals to 30 September, appears to have found a floor. Aggregate deal value and average size are at their lowest levels since the early 1990s, while deal count is at a level last seen in the early 2000s. In this Insight, we discuss: • The outlook for metals sector M&A, including key themes driving corporate activity. • Companies and assets potentially on the radar, despite acquirers still finding growth opportunities relatively scarce. • Trends in recent deal activity and key transactions across the metals sector.
Table of contents
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Metals deal activity Q4 2018 – at a turning point
- Deal activity – trends and observations
- Recent activity
- Key observations
- Outlook: willing buyers but scarce opportunities
- On the radar
- Copper
- Aluminium
- Nickel
- Zinc
- Gold
- Transaction drivers
- Appendix 1: Deal activity by metal
- Copper
- Aluminium
- Lead and zinc
- Gold
- Nickel
- Lithium
Tables and charts
This report includes 24 images and tables including:
- Total metals deal value vs metal prices
- Total number of deals vs metal prices
- Metal prices vs oil price
- Metal prices vs US dollar trade-weighted index
- WoodMac metal price forecasts vs spot
- Total number of metals deals
- Total metals deal value
- Average deal size ($ million)
- Average deal size by metal
- Metals sector deal count – size greater than US$1 million
- Metals sector deal count by size
- Metals sector pending and probable deals (ranked by deal value)
- Copper – deal value
- Copper – number of deals
- Aluminium – deal value
- Aluminium – number of deals
- Lead and zinc – deal value
- Lead and zinc – number of deals
- Gold – deal value
- Gold – number of deals
- Nickel – deal value
- Nickel – number of deals
- Lithium – deal value
- Lithium – number of deals
What's included
This report contains:
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