Metal Bulletin Research

Transcription

Metal Bulletin Research
Metal Bulletin Research
The world’s leading independent provider of market analysis
and forecasts for the global metals and mining industry
“Undeniably Metal Bulletin Research is an information provider throwing an objective
light on often bifurcated information. Essential!” Krista Van Bergen, SteelFORCE Asia NV
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Forecasts
Analysis
Data
Market indicators
Price trends
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Metal Bulletin Research
Your reference tool in negotiations with suppliers
and customers.
Services
•Track supply and demand trends all over the world
•Make forward purchasing decisions
•Find out how much to buy, when to buy and what is the best price
•Put together business plans and accurate forecasts
•Make the right investment decisions
Portfolio
•10 Market Trackers – Providing all the data, analysis and forecasting
you need, on a regular basis, to make the right decisions for your
business on the markets that matter to you
•3 Quarterlies – Cost services for steel and iron ore and analysis of
capacity and capital expenditure in the global steelmaking market
•Strategic Forecast Studies – Available for one-off purchase, these
studies offer long-term forecasts for all key areas of the metals and
mining industry
•Consultancy – When you need customised information solutions for
your projects, or independent bankable market feasibility studies,
Metal Bulletin Research provides the global and regional insight you
need to proceed with confidence
•The Metal Trends Index is a monthly report giving you analysis of
stocks, prices and business conditions for your commodity region.
You also receive World Economics Monthly, and objective summary
of the key trends shaping the world of metals
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Market Trackers
Published weekly or monthly
Our Market Trackers give you a global view of the market you work in. Analysis, data and forecasting will
allow you to anticipate as well as react to the market with confidence.
A subscription to any of our Market Trackers gives you the leverage you need in negotiations with
customers and suppliers, so you have even more conviction when buying or making strategic and
investment decisions.
All trackers include online access that allows you to:
• Download the latest issue of your market tracker as soon as it’s published. Receive an email alert
to let you know it’s ready, so you’ll never be waiting around for your report
• Download data tables in Excel – you will be able to create your own charts and tables for
your presentations
• Track previous analysis, pricing and forecasts with the fully searchable archive
• Receive breaking views – Instant reactions to industry events, straight to your inbox
• ‘Ask the analyst’ – Speak to our international team of analysts about the matters most important to you
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“This report is by far the most thorough independent analysis currently
available anywhere.”
Mr Kaul, Vice President, Essar Steel
Steel
Market Tracker
Steel Raw Materials
Market Tracker
Weekly
Weekly
www.metalbulletinresearch.com/SMT
www.metalbulletinresearch.com/SRM
Price: £2,420 / €3,450 / $4,695
Price: £4,405 / €6,290 / $8,550
• Price forecasts for slab, billet, plates, hot-rolled
• A clear view of current raw materials price trends
sheet/coil, cold-rolled sheet/coil, hot dipped
from MBR’s Raw Materials Index
galvanized, rebar and wire rod
• The very latest weekly and monthly average
• Expert reaction to the latest steel industry events,
global market quotations for key iron ore, coking
from all over the globe
coal, scrap and alternative metallics prices
• Analysis of the flat and long product market,
• Detailed analysis per major raw material market
regional and emerging market focus
of pricing developments and their supply/demand
• A steel futures report, covering LME, SHFE and
SSEC contracts
• Two-year quarterly pricing and demand forecasts
by region for key products
fundamentals
• Monthly market and price forecasts by major
product, consuming market, and major trade
route, as well as longer-term quarterly forecasts
for the coming year in the key raw material
markets
Downloadable data
Downloadable data
• Independent assessments of weekly and monthly
• Weekly historical raw material prices
global flat and long steel product prices by key
market
• A series of steel flat and long product pricing,
supply-side and demand-side indices and
indicators, split by region
• Comprehensive database of flat and long
product, production, net exports and apparent
• Average monthly steel raw materials prices
• Crude steel production data, broken down by
major country and major process
• International freight rates
• Iron ore, coking coal and coke trade data by
major country
consumption statistics for major steelmaking
and consuming regions
“I would positively recommend Metal Bulletin Research as a unique
provider of steel and its raw materials market analysis and forecasts.”
Michael Amez, Manager, A.T. Kearney, USA <
Ferrous Market Trackers
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“A trusted and reliable business intelligence provider in determining my
global tube and pipe business strategy.”
John Bloomberg, Director, Tube and Pipe Division, Duferco SA, Switzerland Seamless Steel Tube & Pipe
Market Tracker
Welded Steel Tube & Pipe
Market Tracker
Monthly
Monthly
www.metalbulletinresearch.com/STP
www.metalbulletinresearch.com/WTP
Price: £1,790 / €2,545 / $3,465
Price: £1,790 / €2,545 / $3,465
• Short and long term forecasts of regional price
• Analysis of key developments in OCTG, linepipe,
movements
hollow sections and mechanical tubing markets
• Supply and demand analysis on key markets in
• Data on trade flows and key end-user data for
Asia, Europe and North America
major consumers including the oil and gas,
• Analysis of key developments in OCTG, linepipe,
boiler pipe and mechanical tubing markets
• Detailed capacity updates and coverage of
manufacturing and construction sectors
• Intelligence on activity by distributors and
suppliers
capacity utilization for the major producing
• Strategic analysis and insights into leading
countries
industry companies from our international team of
• Data on trade flows and key end-user data for
tube and pipe specialists
major consumers including the oil and gas and
automotive sectors
• Strategic analysis and insights into leading industry
companies, including suppliers and distributors
Downloadable data
Downloadable data
• US, W.Europe, E. Europe, China, Japan
• Welded tube and pipe prices with five-year
seamless pipe prices by product back to Jan
history and one-year forecast
2004, plus selected six-month price forecasts
• Current and historical European seamless
production data by major country
• Comprehensive database of US seamless
production
• North American shipments of welded pipe by
product with extensive historical data
• North American apparent consumption of welded
pipe with five-year history
• Comprehensive archive of Asian welded tube
• Asian seamless production by major country
production data by major country
• Energy prices with extensive historical data
• European welded tube production and apparent
• Trade flows for developing economies in Africa,
Middle East, and Eastern Europe
consumption data by major country
• Trade flows for developing economies in Africa,
Middle East, and Eastern Europe
“Metal Bulletin provides accurate and timely advice on the direction of the
market and I recommend MBR’s Welded Steel Tube and Pipe very highly
to my colleagues.”
Shehzad Khan, Director (Executive) & Chief Financial Officer, DATA Steel Pipe Industries Pvt. Ltd <
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Ferrous Market Trackers
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Ferro-alloys
Market Tracker
Stainless Steels
Market Tracker
Monthly
Monthly
www.metalbulletinresearch.com/FA
www.metalbulletinresearch.com/SS
Price: £1,725 / €2,460 / $3,345
Price: £1,725 / €2,460 / $3,345
• Analysis of ferro-alloys market prices,
• Regional analysis and outlook for stainless steel
developments and crude steel forecasts
flat and long product pricing, including base,
• Global stainless steel and crude steel
production data
• Extensive price forecasts, supply-demand data
by ferro-alloys and by region, downloadable
into Excel
• Market conditions for regional ferro-alloy markets
• Analysis of the latest market indicators and trade
trends for bulk and speciality alloys
surcharge, and effective transactions for key
austenitic and ferritic grades
• Short and medium-term forecasts for key market
parameters – consumption, production and price
• Selected regional supply and demand analysis,
with tables of key production, consumption, trade
and inventory statistics
• Analysis of alloy surcharge composition and
short-term outlook, focusing on key raw materials
and their recent developments
Downloadable data
Downloadable data
• Bulk and speciality ferro-alloys prices on a
• 12-month forecast and five years of historical
monthly basis with five-year history and one-year
prices for US, European and Asian markets, base
forecasts
and surcharge prices
• Archive back to 2008 of global ferro-silicon,
• Current prices, broken down by product and
ferro-manganese, silico-manganese,
geographical regions
ferro-chrome, molybdenum and nickel
supply-demand with one-year forecasts
• Current and historical monthly crude steel and
stainless steel production data by country
• Alloy surcharges, listed by mill, with averages
by region
• Archive back to 2008 of historical data for
stainless steel production, consumption, and
international trade
• Archive back to 2008 with stainless raw material
prices and stainless scrap pricing
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“Coated Steels: Market Tracker is a quality product and an important
source for our business intelligence.”
Dave Smith, Strategic Procurement Manager, Coca Cola
Coated Steels
Market Tracker
North American Steel Markets
Market Tracker
Monthly
Monthly
www.metalbulletinresearch.com/CS
www.metalbulletinresearch.com/NAS
Price: £1,790 / €2,545 / $3,465
Price: £1,375 / €1,960 / $2,665
• Assessment of transaction prices in the major
• Key trends in steel production, consumption,
regions of Americas, Europe and Asia
inventory and trade in the US, Canada and
• Strategic analysis and insights into the latest
Mexico.
market trends and developments of all key
• US domestic and import price forecasts for the
coated markets
next year for both flat and long products
• 6-month forecasts of key price movements for
• HR export price comparison table, with Japanese,
all major regions, separated by coated product
Latin American and European export prices
• A global tinplate market analysis with 6-month
• Coverage of steel products including HR coil,
forecasts for key regions
CR coil, HDG, plate, wire rod, sections, rebar,
• Key price movements and developments in
raw material prices
and merchant bars
• Assessment of developments in the raw material
markets, focusing on scrap, pig iron, DRI, and
bulk alloys
Downloadable data
Downloadable data
• Key regional statistics on production, shipment,
• North American steel and steelmaking raw
trade and inventories from 2007
material prices with one-year forecast and history
• Historical prices for HDG products from 1999,
from 2004
and price series from 2004 for ELG, raw
• Extensive database of US carbon steel market
materials and tinplate products
summary data
• Key end-user and economic indicators relating to
• 6-12 month HR coil export price comparison
investment, capacity and trade issues
forecasts with five years of historical data
• US shipments of steel product by industry with
data from 2006
• US apparent steel consumption by product with
ten-year history
“North American Steel Market Tracker’s historical and forecast information,
economic indicators and market analysis are invaluable tools for planning
long range purchases – I highly recommend this report.”
Gary W. Moss, Director of Purchasing, Madix Inc.
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Base Metals
Market Tracker
Aluminium
Market Tracker
Weekly
Weekly
www.metalbulletinresearch.com/BM
www.metalbulletinresearch.com/AMT
Price: £1,742 / €2,485 / $3,390
Price: £1,742 / €2,485 / $3,390
• Technical analysis and short-term trading
• Market analysis and forecasts with two-year
strategies
supply, demand and price forecast
• Fundamental analysis and medium term
• Premiums: historical forecast of key regional
forecasts on production, stocks, trade and
primary aluminium premiums
consumption of the LME metals
• Price-modelling and forecasting utilising high-low
case scenario planning
• Analysis of speculative money flows and fund
activity in the base metal commodities,
including ETFs
• Insights into leading industry companies
• Analysis of regional production levels and
consumption patterns
• Technical analysis of aluminium and aluminium
alloy time series
• Coverage of alumina, secondary market, power,
carbon products and fund activity
• Regional price, production and margin analysis
• Independent analysis and forecasts covering all
and forecasts of all key aluminium extrusion and
six base metals in one report
flat rolled products
Downloadable data
Downloadable data
• Global supply-demand balances for all LME
• Extensive archive of global supply-demand
metals, with ten year history and two year
balance data for primary aluminium and alumina
forecast. Regional data breakdown - China,
with two-year forecast
North America, Europe and ROW
• Global aluminium production and consumption
• Daily spot and forward LME prices, stocks,
by region, with two-year forecast and history
spreads, LME open interest and cancelled
from 1998
warrants by metal
• 85 demand and market indicators and global
• Reported stocks by metal on a quarterly basis
alumina balance for China and rest of the world
and demand indicators
with LME stocks, Spot and forward LME prices
and SHFE prices
• Regional trends in apparent consumption, trade
and production of aluminium semis, going back
to 2005 with one-year forecast
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Quarterly Reports
Steelmaking Capacity and Capital Expenditure Database*
Access the most accurate and comprehensive production capacity and capital expenditure database
available covering the global steel and raw materials industries.
Current Capacity Data (Delivered quarterly by CD-Rom in Microsoft Excel format)
Make the right capital investments with clear analysis of current steelmaking and mining production
capabilities split by company site - and production process, from raw materials through to finished steel.
• Build confidence in new investment cases
• Analyse current capacity, competitors and market opportunities
• Identify bottlenecks or areas of excess capacity
investment for your business to target or avoid
• Benchmark key capacity and capital expenditure
data by producer/miner
Capital Expenditure (CAPEX) Data (Delivered quarterly by CD-Rom in Microsoft Excel format)
With an estimated total forecast CAPEX in excess of $400bn (as of Q3 2012) in steelmaking and
association mining activities, unlock data on over 600 individual capital investment projects by location,
operation, start-up date, capacity (tones per year) and CAPEX spend.
With a plant-by-plant breakdown of both capacity and CAPEX, you’ll be provided with full accompanying
analysis and projections over the next fives years.
Analysis and commentary (A written report sent out quarterly)
Highlighting the key data points and providing a plant-by-plant breakdown of both capacity and CAPEX.
The study includes major end-user trends as well as analysis of peripheral industries.
Access to the analysts
Discuss the issues in the report directly affecting your business with MBR’s expert team of analysts.
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Quarterly data service
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Global Steel Cost Services*
Global Iron Ore Service*
Up-to-date and regular analysis on production
This unique service delivers accurate data and
costs for all the major flat and long steel products to
unbiased analysis on production costs from all the
assess cost trends affecting the steel market in the
major global iron ore producers by major iron ore
short and medium term.
product.
Use the Cost Curve to compare the competitive
Use the Cost Curve to assess the key players in
position of steel companies worldwide with:
the iron ore industry:
• Data releases of the key components of cost,
• Operating and total cost coverage of all major
including energy, scrap, coking coal, iron ore,
global mines, totaling over one billion tones of
exchange rates with analysis of their impact on
production
the steel industry and individual steelmakers
• Current costs for each of the 381 plants listed
at each stage of production, and individual items
of production costs
• Analysis of costs for all types of production
processes (products included are pig iron, DRI,
crude steel, billet/bloom, plate, HR coil, CR coil,
galvanized sheet, tinplate, bar, wire rod and
heavy sections)
• Sensitivity analysis showing how price variations
in major inputs affect the overall costs of
production of HR coil and rebar
• Access to our analysts and opportunities to run
scenarios using alternative assumptions
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• A break-down of production costs by mine,
for lump, fines and pellets
• Breakdown of cost items at each stage of
production, including beneficiation, energy and
transport costs to FOB loading point
• An analysis of trends and key factors affecting the
cost outlook for the iron ore and steel industries
• A review of planned iron ore mining projects
• Analysis of the seaborne iron ore market and its
changing impact on delivered prices
• Balanced arguments and benchmarking
information
*All quarterly outlooks consist of a print report and CD-ROM.
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Strategic Forecast Studies
Metal Bulletin Research publishes a range of in-depth strategic forecast studies available for one-off
purchase. They offer long-term forecasts and justified recommendations to assist in your strategic
decision making. The studies cover many aspects of the ferrous, non-ferrous and industrial mineral
sectors.
Through MBR’s global network of analysts, economists, consultants and business partners, we provide
you with the most up-to-date and accurate data and analysis.
For a full list of reports visit www.metalbulletinresearch.com/SpecialReports.aspx
“This timely and ground-breaking report harnesses MBR’s unique status
as the world’s foremost specialist in global analysis of the steel tube and
pipe markets.”
Murat Balapanov, General Director, Caspian Pipe Industries <
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One-off special reports
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Best-sellers include:
• The Five Year Outlook for the Global OCTG Market (£8,995 / €10,495 / $14,750)
• A Five Year Outlook for the Middle East and North African Steel Industry
(£7,995 / €9,320 / $13,110)
• The Five Year Outlook for the Large-diameter Linepipe Market (£8,995 / €10,490 / $14,750)
• A New Age for Steel Metallics: A Global Market Outlook to 2020 for Iron Ore, Scrap,
DRI/HBI, Pig Iron (£8,995 / €10,495 / $14,750)
• Value Creation Strategies for the Steel Industry – Challenges and Opportunities for Key
End-User Consuming Market (£8,995 / €10,742 / $14,370)
• A Strategic Investment Outlook for the African Metals and Mining Sector: Markets, Political
Risk and Resource Potential out to 2020 (£4,995 / €5,825 / $8,190)
• The Global Tinplate Market out to 2016 (£1,500 / €1,746 / $2,460)
• Logical constraints facing the Metallurgical Coal Export Market out to 2016
(£8,995 / €10,495 / $14,750)
• New for 2012 – Trading Iron Ore: An in-depth and independent analysis of the iron ore trading
market and how it could evolve (£3,495 / €4,170 / $5,580)
• A Ten Year Strategic Outlook for the Global Coke Industry (£8,995 / €10,742 / $14,370)
• A Ten Year Outlook for the Metallurgical Coal Industry (£8,995 / €10,742 / $14,370)
• The Chinese Nickel, Nickel Pig Iron and Stainless Market – Prospects for 2012
(£4,995 / €5,705 / $8,200)
• The Chinese Copper Market Outlook – Prospects for 2012 (£4,995 / €5,705 / $8,200)
• Aluminium’s Future Under a New Power Market Paradigm: Costs, Location & Prices
(£4,995 / €5,700 / $8,200)
• The Global Market for Aluminium Castings to 2021 (£6,995 / €8,350 / $11,175)
• The Global Market for Aluminium in the Architectural, Building and Construction Sector
to 2021 (£6,995 / €8,350 / $11,175)
“I would positively recommend Metal Bulletin Research as a unique
provider of steel and its raw materials market analysis and forecasts.”
Michael Amez, Manager, A.T. Kearney, USA <
One-off special reports
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Consultancy services
Tailored research and consultancy on the metals and mining sector
Metal Bulletin Research’s consulting team includes engineers, economists, and industry professionals
to offer leading market-related consultancy services to global clients in the metals and mining industry.
Our business model offers real value for money and is geared to establishing longterm and fruitful client
partnerships without compromising on quality, reliability or integrity.
Bespoke consultancy and specialist services include:
• Pre-feasibility studies and project evaluation, including bankable documentation
• Independent strategic evaluation and company risk analysis
• Commodity market price and forecasting services
• New market/product entry optimisation strategies
• Price risk management solutions
• Purchasing and optimum cost-saving solutions
• Fast-track access to all Metal Bulletin Research databases and proprietary information/forecasting
methodologies
Clients we’ve recently worked with include:
• Alcoa
• Standard Bank
• Boasteel
• Nippon Steel Corporation
• ArcelorMittal
• EBRD
• Alba • Duferco Group
• Posco
• U.S. Steel
• HSBC
• Magnitogorsk Iron and Steel
• BNP Paribas
• Metinvest Holding LLC
• Boston Consulting Group
• Whirpool Corporation
To receive a comprehensive proposal and competitive quote for any research or consultancy
job, at no obligation, and irrespective of the size of the project, please contact:
Brian Levich
Consultancy Director
Email: [email protected]
Call: + 44 (0) 20 7556 6020
“The services are extremely detailed, and are a very useful tool for any
participant making trading decisions. I can recommend Metal Bulletin
Research.”
Trader, Standard Bank <
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Consultancy services
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Corporate accounts
Metal Bulletin Research
for your whole company
When you subscribe together in a corporate account
• Your workforce will have access to all the data
and outlooks they need
• Save money compared to buying individual
subscriptions and reports
• Access to the MBR analysts – we visit and give
regular presentations to our key clients
• Bespoke research and data – ask for data or
outlooks written especially for your niche of the
market
Request a quote today:
Camilla Horsfall
Corporate Access Manager
Email: [email protected]
Call: +44 (0) 20 7779 8854
Contact us:
1.Call: +44 (0) 20 7779 8000
2.Fax: +44 (0) 20 7246 5200
3.Email: [email protected]
4.Online: www.metalbulletinresearch.com
5.Mail: Metal Bulletin, PO Box 18083, London EC4V 5JS, United Kingdom
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For more information about Metal Bulletin Research, please contact:
Alistair Ramsay
Head of Research
Email: [email protected]
Call: +44 (0) 20 7556 6487
Shaun Brough
Head of Sales
Email: [email protected]
Call: + 44 (0) 20 7779 8000
Philip Manley
Director
Email: [email protected]
Call: + 44 (0) 20 7556 6028
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