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 > Forecasts Analysis Data Market indicators Price trends < 2 www.metalbulletinresearch.com > 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 < www.metalbulletinresearch.com 3 > 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 < 4 www.metalbulletinresearch.com > “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 www.metalbulletinresearch.com 5 > “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 < 6 Ferrous Market Trackers www.metalbulletinresearch.com > 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 < Ferrous Market Trackers www.metalbulletinresearch.com 7 > “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. < 8 Ferrous Market Trackers www.metalbulletinresearch.com > 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 < Non-ferrous Market Trackers www.metalbulletinresearch.com 9 > 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. < 10 Quarterly data service www.metalbulletinresearch.com > 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 < Quarterly data service www.metalbulletinresearch.com • 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. 11 > 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 < 12 One-off special reports www.metalbulletinresearch.com > 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 www.metalbulletinresearch.com 13 > 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 < 14 Consultancy services www.metalbulletinresearch.com > 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 < www.metalbulletinresearch.com 15 > 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 <