Insight
Metals & Mining Snapshot: winter refuses to warm prices
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
In this month’s snapshot we focus on nickel, zinc and iron ore markets which all face an important juncture. • We hear from Andrew Mitchell, Research Director – Nickel Markets, on the feasibility of Tsingshan’s plans and what we need to see for positive sentiment to return. • Whether zinc smelters in China and the rest of the world can increase utilisation rates is still the critical issue. • The extent to which production will be curtailed over the winter period clouds the outlook for iron ore.
Table of contents
- Nickel – HPAL projects leach life out of nickel price
- Zinc – Stocks continue to fall but price response muted
- Iron ore – Winter shutdowns cloud outlook
Tables and charts
This report includes the following images and tables:
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Smelter utilisationBF utilisation rates in Tangshan and China's major steel millsComparison of major Chinese steel mill BF utilisation rates
What's included
This report contains:
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