Search metals cost industry reports

Inform your decision-making using comprehensive analysis of global metals supply and demand, detailed regional market fundamentals data and price drivers insight.

Featured reports

Discover the insight you need to make better strategic decisions.

  • Insight

    Environmental tax adds little burden to China's metals and mining industry

    • 13 February 2018

    Latest move to reduce pollution won't have much of an impact on metal producers' costs – even if monitoring and collection get tougher

    $1,050.00

    Summary

    China's environmental tax law came into force on 1 January 2018. It aims to encourage companies to reduce the amount of pollutants they discharge or pay a levy based on the environmental impact of their emissions. Our analysis indicates the new environmental tax will increase most metal producers' costs only slightly – even if the tax is more strictly enforced and collected. This is because most provinces have kept their tax rates similar to the previous discharge fee rates. In addition, many metal producers are now equipped with technology to reduce their emission levels, after coming under closer scrutiny from Chinese authorities in recent years.

    What's included

    • Document

      Environmental tax adds little burden to China's metals and mining industry

      PDF 281.38 KB

  • Insight

    Aluminium cuts in the offing following US sanctions

    • 19 April 2018

    Atlantic aluminium smelters may be the unintended casualty of the US sanctions.

    $1,050.00

    Summary

    The US sanctions against Russian oligarchs and their companies have thrown the aluminium market into a frenzy. Even before the sanctions were announced, smelters were scraping the bottom of the silos for alumina. The Albras smelter in Brazil became the first casualty of the current alumina squeeze. With no clear timeline for the restart of Alunorte and the loss of output from Aughinish, market participants are now questioning which smelter will be the next to curtail output?

    What's included

    • Document

      Aluminium cuts in the offing following US sanctions

      PDF 294.51 KB

  • Commodity market report

    Global iron ore long-term outlook Q1 2018

    • 13 April 2018

    The iron ore market is entering a cyclical downturn with the low point occurring in 2019 (price forecast: $62/t CFR).

    $6,750.00

    Summary

    The Global Iron Ore Market Long-term Outlook provides detailed supply and demand analysis and price forecasts for the iron ore market to 2040. The iron ore market is entering a cyclical downturn with the low point occurring in 2019 (price forecast: $62/t CFR). Breakeven analysis suggests a medium term "floor price" of $50-55/t CFR but we peg our forecast above this level to reflect a committed approach to supply side discipline and value maximisation over growth. Margin compression is inevitable but the transition towards a quality based multi-tiered pricing structure means that suppliers of high grade sinter fines and concentrates will fare relatively well, while suppliers of low grade sinter fines will need to continue offering heavy discounts.

    What's included

    • Document

      Global iron ore markets long-term outlook data 2018 Q1.xls

      XLS 1.16 MB

    • Document

      Global iron ore long-term outlook Q1 2018

      PDF 1.15 MB

    • Document

      Global iron ore long-term outlook Q1 2018

      ZIP 1.39 MB

    • Document

      Executive summary

      PDF 97.99 KB

    • Document

      Demand

      PDF 238.47 KB

    • Document

      Supply

      PDF 254.10 KB

    • Document

      Supply-demand balances

      PDF 722.42 KB

  • Commodity market report

    India coal short-term outlook March 2018: growing economy sorting out the pains for coal imports

    • 10 April 2018

    Improved industrial production supports coal demand as Ministry of Coal seek alternatives to improve domestic supply

    $1,350.00

    Summary

    Index of Industrial production grew more than 7% in December and February. Cement production was up 20%, steel production 5% and power generation 6% during December to February period as compared to the year before. This was all on a low base, as late 2016 and early 2017 was impacted by Demonetisation in November 2016. However, all this growth resulted in a 5% increase in coal demand over the same period. With several factors supporting India's growth story in 2018, we look at the potential impact of this demand on the seaborne market for thermal and metallurgical coal.

    What's included

    • Document

      cms india short term outlook march 2018.xls

      XLS 1022.50 KB

    • Document

      India coal short-term outlook March 2018: growing economy sorting out the pains for coal imports

      PDF 442.90 KB

    • Document

      India coal short-term outlook March 2018: growing economy sorting out the pains for coal imports

      ZIP 1009.08 KB