Commodity market report
| |
39 Pages

Global zinc long-term outlook Q3 2014

Global zinc long-term outlook Q3 2014

Report summary

In the medium to long term the key issue facing the zinc market  is 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. However, in the near term the zinc market dynamic will be determined by the ability of Chinese zinc smelters to respond to higher zinc prices.

What's included?

This report includes 11 file(s)

  • Global zinc long-term outlook Q3 2014 PDF - 616.03 KB 39 Pages, 25 Tables, 18 Figures
  • Zinc Tables LTO Q3 2014.pdf PDF - 2.00 MB
  • Slide Pack Zinc LTO Q3 2014.pdf PDF - 493.73 KB
  • Demand main changes zinc LTO Q3 2014.xls XLS - 241.50 KB
  • Demand analysis zinc LTO Q3 2014.xls XLS - 1.26 MB
  • Supply main changes zinc LTO Q3 2014.xls XLS - 186.50 KB
  • Production rankings zinc LTO Q3 2014.xls XLS - 146.00 KB
  • Equity Production zinc LTO Q3 2014.xls XLS - 3.52 MB
  • Mine analysis zinc LTO Q3 2014.xls XLS - 1.89 MB
  • Smelter analysis zinc LTO Q3 2014.xls XLS - 3.15 MB
  • Market balance and prices zinc LTO Q3 2014.xls XLS - 582.50 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
      • 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 43 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
    • 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
    • Demand: Image 5
    • Housing starts remain well below long-term average
    • Demand: Image 7
    • PMIs point to slower expansion in manufacturing and services and further contraction in construction
    • European vehicle production
    • European zinc consumption
    • Global first use consumption for zinc
    • Global zinc consumption by end use
  • Supply
    • Supply: Table 2
    • Supply: Table 3
    • Supply: Table 5
    • Supply: Table 7
    • Supply: Table 8
    • Supply: Table 9
    • Supply: Table 10
    • Supply: Table 11
    • Requirement and sources of future mine production
    • Supply: Table 12
    • Supply: Table 13
    • Supply: Table 14
    • Supply: Table 15
    • Supply: Table 16
    • Supply: Table 17
    • Supply: Table 18
    • Supply: Table 19
    • 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
    • Price forecasts and refined marked balances
    • Supply-demand balances: Table 2
    • Project incentive price curve (real$)
    • Forecast balances and prices
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.