Commodity market report
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39 Pages

Global zinc long-term outlook Q2 2014

Global zinc long-term outlook Q2 2014

Report summary

The behaviour of China's smelting sector is the primary source of uncertainty for the near term outlook for zinc.  However, in the medium to long term the key issue remains whether the zinc mining industry will be able to develop sufficient new mine capacity to offset scheduled mine closures and the incremental increase in global demand. 

What's included?

This report includes 10 file(s)

  • Global zinc long-term outlook Q2 2014 PDF - 589.39 KB 39 Pages, 25 Tables, 19 Figures
  • Slide Pack Zinc LTO Q2 2014.pdf PDF - 492.49 KB
  • Demand main changes zinc LTO Q2 2014.xls XLS - 233.00 KB
  • Demand analysis zinc LTO Q2 2014.xls XLS - 1.30 MB
  • Supply main changes zinc LTO Q2 2014.xls XLS - 189.50 KB
  • Production rankings zinc LTO Q2 2014.xls XLS - 143.00 KB
  • Equity Production zinc LTO Q2 2014.xls XLS - 4.39 MB
  • Mine analysis zinc LTO Q2 2014.xls XLS - 1.75 MB
  • Smelter analysis zinc LTO Q2 2014.xls XLS - 2.91 MB
  • Market balance and prices zinc LTO Q2 2014.xls XLS - 566.00 KB


As global demand weakens and commodity prices fall, we're seeing a challenging environment in the metals and mining industry. Mining companies are increasingly coming under pressure to reduce operating costs, causing many to shift their strategic planning, delay new investments and look to long-term future growth.

This Zinc Long Term Outlook report provides a detailed breakdown of global supply and demand balances in this market, as well as price forecasts.

Mining companies, investment banks and investors can use this report to understand the future direction of the ferrous and base metals market. It will also help you assess the impact of key industry issues and events on market balances and pricing.

From acquisitions to investments, Wood Mackenzie helps you plan, forecast and benchmark in the metals markets. Our proprietary database and analyst expertise combines robust production, consumption and pricing data with detailed analysis to identify market opportunities.

We give you a holistic view of the ferrous and base metals markets so you have the confidence to make strategic decisions.

  • Executive summary
  • Demand
    • Overview
      • China
      • USA
      • Europe
      • First and end uses
      • First use
      • End use
  • Supply
    • Mine Production
      • Overview
      • Africa
      • Asia
      • Europe
      • Latin America
      • Middle East
      • North America
      • Oceania
      • Russia and the Caspian
      • World zinc mine production capability and mine projects
    • Refined production
      • Overview
      • Africa
      • Europe
      • Russia and the Caspian
      • Middle East
      • Latin America
      • North America
      • Oceania
  • Supply-demand balances
    • Zinc market dynamic
    • Supply and Demand - Base Case and Long Term
    • Long-term Zinc Price Forecasts

In this report there are 44 tables or charts, including:

  • Executive summary
  • Demand
    • Global slab zinc consumption by region
    • Demand: Table 1
    • Zinc's intensity of use to decline in long-term
    • Demand: Image 3
    • Demand: Image 4
    • Urban non-residential construction forecast to make a larger contribution to construction output
    • Chinese end use dominated by construction sector
    • China dominates global zinc consumption for forecast period
    • Chinese per capita consumption will not track Japan and South Korea
    • Demand: Image 8
    • Manufacturing PMIs demonstrate divergence across Europe
    • European vehicle production
    • European zinc consumption
    • Global first use consumption for zinc
    • Global zinc consumption by end use
  • Supply
    • Supply: Table 1
    • African zinc mine production
    • Asian zinc mine production
    • European zinc mine production
    • Latin American zinc mine production
    • North American zinc mine production
    • Oceania zinc mine production
    • Supply: Table 9
    • Supply: Table 11
    • Requirement and sources of future mine production
    • World capability forecasts by region and global market adjustment
    • Asian zinc smelter production capability
    • European zinc smelter production capability
    • Russia and the Caspian zinc smelter production capability
    • Middle Eastern zinc smelter production capability
    • Latin American zinc smelter production capability
    • North American zinc smelter production capability
    • Oceania zinc smelter production capability
    • Requirement and sources of future smelter production
  • Supply-demand balances
    • LME stocks and price
    • Zinc metal and concentrate stock cycle (kt Zn)
    • LME cash zinc prices and base case forecast 1960- 2030
    • Supply-demand balances: Table 1
    • Supply-demand balances: Table 2
    • Project incentive price curve (real$)
    • Forecast balances and prices
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