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28 June 2019

Global copper short-term outlook June 2019

Commodity Market Report

Global copper short-term outlook June 2019

June has seen copper rise for the first time since March as a result of tighter supply-demand fundamentals and trade discussions progress

28 June 2019

Global lead short-term outlook June 2019

Commodity Market Report

Global lead short-term outlook June 2019

Technical factors and a supply outage inject life into the lead price with a two-year record backwardation as smelter bottlenecks threaten.

28 June 2019

China coal long-term outlook H1 2019: supply-side reform will help stabilise benchmark thermal price

Commodity Market Report

China coal long-term outlook H1 2019: supply-side reform will help stabilise benchmark thermal price

Growing domestic supply will pressure seaborne thermal coal imports

27 June 2019

Global iron ore short-term outlook June 2019

Commodity Market Report

Global iron ore short-term outlook June 2019

Another month, another five year high for iron ore. We have raised our Q3-19 price forecast to $95/t CFR.

26 June 2019

Global zinc long-term outlook Q2 2019

Commodity Market Report

Global zinc long-term outlook Q2 2019

A shortage of good quality zinc projects and limited smelting capacity is forecast to result in structural shift in the zinc market.

26 June 2019

Global metallurgical coal short-term outlook June 2019: Metallurgical coal prices tested as steel margins falter

Commodity Market Report

Global metallurgical coal short-term outlook June 2019: Metallurgical coal prices tested as steel margins falter

Lower steel margins, import restrictions, bring change of script for met coal

24 June 2019

Global lead long-term outlook Q2 2019

Commodity Market Report

Global lead long-term outlook Q2 2019

A weaker consumption forecast has reinforced our bearish price outlook to 2024.

24 June 2019

Global copper long-term outlook Q2 2019

Commodity Market Report

Global copper long-term outlook Q2 2019

2021 will be a turning point in the market as supply from the projects committed since 2017 begins to hit the market

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