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- Commodity Market Report
Global iron ore long-term outlook Q2 2018
Tightness in seaborne supply has potential to flow through to 2019. Medium term price forecasts raised. Long term forecasts unchanged.
$6,750.00
Summary
The net result of Q2-18 supply/demand revisions is a tighter seaborne market in 2018 than previously thought. We see a significant risk of this year's tightness flowing through to 2019. From 2020 onwards the reverse is true; upward adjustments to supply forecasts exceed those to demand and the implied seaborne balance is less tight than previously thought. We have raised our price forecast for 2018/19 by an average of 5%: 2018 = $67/t (was $66/t); 2019 = $66/t (was $62/t). Changes to price forecasts post-2020 are negligible.What's included
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- Commodity Market Report
Global nickel long-term outlook Q2 2018
China, Indonesia and Tsingshan remain key to the mid-term; EVs highlight urgent need for new nickel supplies over the long term.
$6,750.00
Summary
Changes in our mid-term outlook since March 2018 revolve around Tsingshan's developing strategy for the sale of 3 Mtpa of Indonesian stainless steel. Shipments to China have so far affected production rates there but this will lessen as more customers in Asia, Europe and the US are established. Our long term forecast of nickel demand in EV batteries has been revised up substantially. The consequent widening gap between global supply and demand signals that the future of EV batteries may have to be one that does not depend on nickel.What's included
This report contains
- Commodity Market Report
Global steel short-term outlook June 2018
China posts record steel production and prices are high everywhere
$1,350.00
Summary
Looking at real demand and leading indicators, June was a very hopeful month for the steel industry. In China, data releases show that construction starts and land sales have picked up, suggesting that our 2% forecast for annual growth in the sector may be conservative. In the US shipment data suggest strong demand. Even in the EU, were the strength of demand had faltered at the end of Q1, April indicators and confidence survey into June point to an optimistic view of steel demand for the rest of the year. But headwinds are gathering...What's included
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