Search metals market industry reports

Build robust commercial strategies using our comprehensive research across the metals industry. Our forecasts help you identify price trends and opportunities.

Featured reports

Discover the insight you need to make better strategic decisions.

  • Commodity Market Report

    Global iron ore long-term outlook Q2 2018

    • 29 June 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

    This report contains

    • Document

      Global iron ore markets long-term outlook data 2018 Q2.xls

      XLS 1.18 MB

    • Document

      Iron Ore Q2 2018.pdf

      PDF 1.24 MB

    • Document

      Global iron ore long-term outlook Q2 2018

      PDF 168.81 KB

    • Document

      Global iron ore long-term outlook Q2 2018

      ZIP 1.68 MB

    • Document

      Executive summary

      PDF 96.48 KB

  • Commodity Market Report

    Global nickel long-term outlook Q2 2018

    • 25 June 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

    • Document

      Global nickel long-term outlook Q2 2018.pdf

      PDF 2.45 MB

    • Document

      Nickel Tables LTO Q2 2018.pdf

      PDF 1.38 MB

    • Document

      Demand main changes nickel LTO Q2 2018.xls

      XLS 148.00 KB

    • Document

      Demand analysis nickel LTO Q2 2018.xls

      XLS 1.88 MB

    • Document

      Supply main changes nickel LTO Q2 2018.xls

      XLS 194.00 KB

    • Document

      Production rankings nickel LTO Q2 2018.xls

      XLS 64.50 KB

    • Document

      Equity Production nickel LTO Q2 2018.xls

      XLS 3.68 MB

    • Document

      Mine analysis nickel LTO Q2 2018.xls

      XLS 822.50 KB

    • Document

      Smelter analysis nickel LTO Q2 2018.xls

      XLS 384.50 KB

    • Document

      Refinery analysis nickel LTO Q2 2018.xls

      XLS 995.50 KB

    • Document

      Market balance and prices nickel LTO Q2 2018.xls

      XLS 413.00 KB

    • Document

      Global nickel long-term outlook Q2 2018

      ZIP 3.36 MB

  • Commodity Market Report

    Global steel short-term outlook June 2018

    • 29 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

    This report contains

    • Document

      Global steel markets short-term outlook data June 2018.xls

      XLS 269.00 KB

    • Document

      Global steel short-term outlook June 2018

      PDF 442.93 KB

    • Document

      Global steel short-term outlook June 2018

      ZIP 544.23 KB