Metal Bulletin Research

Transcription

1 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

2 Forecasts Analysis Data Market indicators Price trends 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 12 s 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 Cost Services and Database 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 World Economics, an objective summary of the key trends shaping the world of metals. 2 3

3 s This report is by far the most thorough independent analysis currently available anywhere. Mr Kaul, Vice President, Essar Steel Published weekly or monthly Our s 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 confi dence. A subscription to any of our s 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 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 Steel Weekly /SMT Price: 2,595 / 3,695 / $4,995 Price forecasts for slab, billet, plates, hot-rolled sheet/coil, cold-rolled sheet/coil, hot dipped galvanized, rebar and wire rod Expert reaction to the latest steel industry events, from all over the globe Analysis of the fl at and long product market, regional and emerging market focus A steel futures report, covering LME, SHFE and SSEC contracts Two-year quarterly pricing and demand forecasts by region for key products Independent assessments of weekly and monthly global fl at and long steel product prices by key market A series of steel fl at and long product pricing, supply-side and demand-side indices and indicators, split by region Comprehensive database of fl at and long product, production, net exports and apparent consumption statistics for major steelmaking and consuming regions Steel Raw Materials Weekly /SRM Price: 4,755 / 6,795 / $9,245 A clear view of current raw materials price trends from MBR s Raw Materials Index The very latest weekly and monthly average global market quotations for key iron ore, coking coal, scrap and alternative metallics prices Detailed analysis per major raw material market of pricing developments and their supply/demand fundamentals 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 Weekly historical raw material prices 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 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 s 4 5

4 A trusted and reliable business intelligence provider in determining my global tube and pipe business strategy. John Blomberg, Director, Tube and Pipe Division, Duferco SA, Switzerland NEW PRODUCTS Seamless OCTG & Linepipe /STP Price: 1,995 / 2,895 / $3,935 Supply and demand analysis for the key markets in the Americas Asia, Europe/CIS and also Middle East/North Africa Tracking the premium OCTG markets in the main consuming regions Forecasts of regional price movements and the supporting analysis Analysis of key developments in seamless OCTG and linepipe in the Americas, Europe/CIS, MENA, and Asia Intelligence on activity by distributors and suppliers Information on all capacity changes and enhancements with insight into how these changes will affect market dynamics Data on trade fl ows and consumption patterns and their relation to the markets. Follow the major economic drivers of demand Seamless OCTG and linepipe prices with three-year history and one-year forecast for China, Japan, EU, USA, Middle East North and South American apparent consumption of seamless pipe by product with extensive historical data Middle East/North Africa apparent consumption of seamless pipe by product with two-year history Asian seamless tube consumption data by product and major country European and CIS seamless tube apparent consumption data by product by major country. Trade fl ows for developing economies in Africa, Middle East, and Eastern Europe Welded Linepipe & OCTG /WTP Price: 1,995 / 2,895 / $3,935 Analysis of key developments in OCTG and linepipe in the Americas, Europe/CIS, MENA, and Asia Intelligence on activity by distributors and suppliers Information on all capacity changes and enhancements with insight into how these changes will affect market dynamics Tracking the changing dynamics of pipeline construction plans and analysis of how that will affect linepipe demand Data on trade fl ows and consumption patterns and their relation to the markets Raw materials and substrate pricing in the main consuming areas. All the major economic drivers of demand Welded tube and pipe prices as well as plate and coil with three-year history and one-year forecast North and South American apparent consumption of welded pipe by product with extensive historical data Middle East/North Africa apparent consumption of welded pipe by product with three-year history Asian welded tube consumption data by product and major country European and CIS welded tube apparent consumption data by product by major country Metal Bulletin Research provides accurate and timely advice on the direction of the market and I recommend MBR s Welded Linepipe & OCTG very highly to my colleagues. Shehzad Khan, Director (Executive) & Chief Financial Officer, DATA Steel Pipe Industries Pvt. Ltd Industrial & Structural Tube & Pipe NEW /ISP Price: 1,995 / 2,895 / $3,935 Analysis for the key mechanical and structural markets in North America, Asia, and Europe Coverage of HSS, mechanical, precision, and piling markets Forecasts of regional price movements Intelligence on activity by distributors and suppliers Tracking the capacity changes and enhancements Data on trade fl ows and consumption patterns and their relation to the markets Analyze the major economic drivers of demand Three-year history (depending on availability) and one-year forecast of: EU seamless gas and water pipe, mechanical tube, precision tube and boiler tube and welded HSS, gas and water tube, precision tube, and structural LSAW prices Turkish export HSS, gas and water pipe and structural spiral SAW prices US HSS, seamless mechanical and seamless boiler tube prices South east Asia HSS and welded galvanized pipe export prices Chinese HSS, spiral structural SAW prices, seamless mechanical, boiler tube and stainless tube prices North American apparent consumption of seamless and welded non-energy pipe by country and product type Asian seamless and welded tube apparent consumption data by country and product type European seamless and welded tube apparent consumption data by country and product type Steel Scrap and Metallics Forecaster NEW /SSMF Price: 1,895 / 2,725 / $3,695 Independed analysis of international steel scrap and metallics market, split by six key regions i.e. North America, South America, Europe, CIS, Asia (excl. China) and China Clear and concise views on current supply and demand fundamentals, highlighting trade fl ows, and an outlook on the direction of the markets International steel scrap and metallics price assessments Robust steel scrap and metallics two year price forecasts Global monthly trade data for large importers and exporters Metal Bulletin Scrap Index HMS 1&2 (80:20) $ per tonne CFR Turkey Asian, European, CIS, North and South American steel scrap and metallics prices Historical steel scrap and metallics prices in local and standardised currencies Global monthly BG and non-bf steel production by country/region Global monthly trade data for large importers and exporters of steel scrap and metallics Historical exchange rates and freight rate indices Weekly pricing updates of over 60 scrap prices 6 Ferrous s Ferrous s 7

5 Galvanized Steel and Tinplate Market is a quality product and an important source for our business intelligence. Dave Smith, Strategic Procurement Manager, Coca Cola Ferro-alloys Stainless Steels Galvanized Steel and Tinplate North American Steel Markets /FA /SS /GST /NAS Price: 1,895 / 2,725 / $3,695 Price: 1,895 / 2,725 / $3,695 Price: 1,895 / 2,725 / $3,695 Price: 1,495 / 2,135 / $2,865 Analysis of ferro-alloys market prices, developments and crude steel forecasts 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 Bulk and speciality ferro-alloys prices on a monthly basis with fi ve-year history and one-year forecasts Archive back to 2008 of global ferro-silicon, ferro-manganese, silico-manganese, ferro-chrome, molybdenum and nickel supply-demand with one-year forecasts Current and historical monthly crude steel and stainless steel production data by country Regional analysis and outlook for stainless steel fl at and long product pricing, including base, 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 12-month forecast and fi ve years of historical prices for US, European and Asian markets, base and surcharge prices Current prices, broken down by product and geographical regions 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 Assessment of transaction prices in the major regions of Americas, Europe and Asia Strategic analysis and insights into the latest market trends and developments of all key galvanised and tinplate markets 6-month forecasts of key price movements for all major regions, separated by coated product A global tinplate market analysis with 6-month forecasts for key regions Key price movements and developments in raw material prices Key regional statistics on production, shipment, trade and inventories from 2007 Historical prices for HDG products from 1999, and price series from 2004 for ELG, raw materials and tinplate products Key end-user and economic indicators relating to investment, capacity and trade issues Key trends in steel production, consumption, inventory and trade in the US, Canada and Mexico. US domestic and import price forecasts for the next year for both fl at and long products HR export price comparison table, with Japanese, Latin American and European export prices Coverage of steel products including HR coil, CR coil, HDG, plate, wire rod, sections, rebar, and merchant bars Assessment of developments in the raw material markets, focusing on scrap, pig iron, DRI, and bulk alloys North American steel and steelmaking raw material prices with one-year forecast and history from 2004 Extensive database of US carbon steel market summary data 6-12 month HR coil export price comparison forecasts with fi ve 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 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 s Ferrous s 9

6 Base Metals Weekly /BM Price: 1,995 / 2,895 / $3,935 Technical analysis and short-term trading strategies Fundamental analysis and medium term forecasts on production, stocks, trade and consumption of the LME metals Price-modelling and forecasting utilising high-low case scenario planning Analysis of speculative money fl ows and fund activity in the base metal commodities, including ETFs Insights into leading industry companies Independent analysis and forecasts covering all six base metals in one report Global supply-demand balances for all LME metals, with ten year history and two year forecast. Regional data breakdown - China, North America, Europe and ROW Daily spot and forward LME prices, stocks, spreads, LME open interest and cancelled warrants by metal Reported stocks by metal on a quarterly basis and demand indicators Aluminium Weekly /AMT Price: 2,595 / 3,695 / $4,995 Market analysis with two-year supply, demand and price forecast for primary aluminium Premiums: historical key regional primary aluminium premiums Analysis of regional production levels and consumption patterns for primary aluminium Technical analysis of aluminium time series Aluminium fi nancing deal profi tability analysis Regional price and margin analysis and forecasts for all key aluminium downstream products (extrusions and FRPs) Market analysis with two-year supply/demand forecast for alumina/bauxite market, historical alumina/bauxite trade fl ows NEW CONTENT Coverage of secondary aluminium and scrap market, carbon products and fund activity Extensive archive of global supply-demand balance data for primary aluminium, alumina and bauxite with two-year forecast NEW CONTENT Global aluminium production and consumption by region, with two-year forecast and history from demand and market 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 from 2005 with one-year forecast Cost Services and Database Steelmaking Capacity and Capex Study * 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 fi nished steel. Build confi dence 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 fi ves 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. *All quarterly outlooks consist of a print report and CD-ROM. 10 Non-ferrous s Quarterly data service 11

7 Global Steel Cost Services * Up-to-date and regular analysis on production costs for all the major fl at and long steel products to assess cost trends affecting the steel market in the short and medium term. Use the Cost Curve to compare the competitive position of steel companies worldwide with: Data releases of the key components of cost, including energy, scrap, coking coal, iron ore, exchange rates with analysis of their impact on 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 *Consists of print report and CD-ROM. Global Iron Ore Service This unique service delivers accurate data and unbiased analysis on production costs from all the major global iron ore producers by major iron ore product. Use the Cost Curve to assess the key players in the iron ore industry: Operating and total cost coverage of all major global mines, totaling over one billion tones of production A break-down of production costs by mine, for lump, fi nes and pellets Breakdown of cost items at each stage of production, including benefi ciation, 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 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 justifi ed 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 /SpecialReports.aspx Best-sellers include: Strategic Prospects for Steel and Aluminium in the Global Automotive Sector ( 9,995 / 12,000 / $16,880) A Strategic Five Year Market Outlook for the African Steel and Raw Materials Industry ( 9,995 / 12,000 / $16,880) A Strategic Market Outlook for Regional US Ferrous Scrap to 2021 ( 2,960 / 3,555 / $4,995) A Strategic Market Outlook for the Middle East Steel Industry out to 2019 ( 7,995 / 9,600 / $13,500) Strategic Prospects for the Global Transmission Linepipe Market by Type, Size Range and Grade ( 8,995 / 10,805 / $15,190) The Five Year Outlook for the Global OCTG Industry ( 8,995 / 10,490 / $14,750) A Strategic Outlook for the OCTG Heat Treatment, Threading, Coupling and Premium Connection Sectors out to 2020 ( 8,995 / 10,490 / $14,750) The Five Year Strategic Outlook for the Global Large-diameter Linepipe Market ( 8,995 / 10,490 / $14,750) A Ten Year Strategic Outlook for the Global Iron Ore Industry ( 8,995 / 10,490 / $14,750) A Strategic Outlook for the Global Ferrous Scrap Industry out to 2021 ( 4,995 / 5,825 / $8,190) A New Age for Steel Metallics: A Global Market Outlook to 2020 for Iron Ore, scrap, DRI/HBI and Pig Iron ( 8,995 / 10,495 / $14,750) The Five Year Strategic Outlook for the Middle East and North African Steel Industry ( 7,995 / 9,320 / $13,110) The US Steel Industry State-by-State Analysis and Forecasts out to 2020 ( 4,995 / 5,825 / $8,190) Shareholder Value in the US Steel Industry A Critical Framework to Drive Future Company Performance ( 8,350 / 11,007 / $12,995) A Critical Analysis of Company Strategic Alliances within the Global Steel Industry ( 7,995 / 9,320 / $13,110) A Strategic Five Year Outlook for the Global Grain Orientated Electrical Steel Market ( 4,995 / 5,825 / $8,190) A Strategic Outlook for Aluminium in the Electrical & Electronics Sector to 2022 ( 4,995 / 5,825 / $8,190) A Strategic Five Year Outlook for the Aluminium Carbon Products Market ( 6,995 / 8,350 / $11,175) 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) 12 Quarterly data service One-off special reports 13

8 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 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: [email protected] Call: +44 (0) ArcelorMittal Alba Posco HSBC EBRD Duferco Group U.S. Steel Magnitogorsk Iron and Steel Contact us: 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 protected] Call: + 44 (0) Call: +44 (0) Fax: +44 (0) [email protected] 4. Online: 5. Mail: Metal Bulletin, PO Box 18083, London EC4V 5JS, United Kingdom 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 Consultancy services 14 15

9 For more information about Metal Bulletin Research, please contact: Alistair Ramsay Head of Research Call: +44 (0) Philip Manley Director Call: + 44 (0) Richard O Donoghue Head of Sales [email protected] Call: + 44 (0)