A New Age for Steel Metallics: A Global Market Outlook … New Age for Steel Metallics: A Global...

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www.metalbulletinresearch.com l Which markets are best-positioned to take advantage of changes in global supply and demand dynamics? l When will China be self-sufficient in ferrous scrap? l What is the outlook for raw material pricing out to 2020? A New Age for Steel Metallics: A Global Market Outlook to 2020 NEW l Obsolete Scrap l Prompt Industrial Scrap l Home (Revert) Scrap l Pig Iron l DRI/HBI Also featuring coverage on: l Iron Ore

Transcript of A New Age for Steel Metallics: A Global Market Outlook … New Age for Steel Metallics: A Global...

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l Which markets are best-positioned to take advantage of changes in globalsupply and demand dynamics?

l When will China be self-sufficient in ferrous scrap?l What is the outlook for raw material pricing out to 2020?

A New Age for Steel Metallics:A Global Market Outlook to 2020

NEW

l Obsolete Scrapl Prompt Industrial Scrapl Home (Revert) Scrapl Pig Ironl DRI/HBIAlso featuring coverage on:

l Iron Ore

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What will be therelative supply anddemand positions of revert (home),prompt and obsolete scrap?

Who will be thelosers and winnersout to 2020?

When will China be self-sufficient inferrous scrap andwhat will this meangoing forward forfuture global scrap prices?

The most comprehensive, dataintensive and insightful study onsteel raw materials everpublished by Metal BulletinResearch providing coverage forIron Ore, Scrap, DRI/HBI and PigIron for the top 40 major markets.

Industry leaders need to understand thesupply, demand and pricing dynamics foriron ore, DRI/HBI, pig iron and scrap to stayahead of the curve, to be in the know and tobest compete in ever challenging economicenvironments.

Metal Bulletin Research have published anin-depth study, A New Age for SteelMetallics: A Global Market Outlook to 2020for Obsolete Scrap, Prompt IndustrialScrap, Home (Revert) Scrap, Pig Iron,DRI/HBI and Iron Ore which providesdetailed and authoritative analysis of pasttrends and forecasts to 2020 for thecomplete supply chain of the world steelmetallics industry for all the key productsand sectors.

This 600 page study has been designedspecifically to be rigorous, reliable andcredible to best enable the C-Suite to makelong term and actionable strategicdecisions at both a local and global level:

lWhere will tomorrow’s iron units forsteel-making come from?

lWhat are the future demand and pricingtrends for prompt industrial and obsoletescrap for suppliers and buyers alike?

l Is the steel and steel raw materialindustry poised for sustainedprofitability, or is there a turning pointin the current super-cycle led byovercapacity in raw materials?

lWhat will be the role of China ininfluencing the global metallics marketout to 2020?

NEW

A New Age for Steel Metallics:A Global Market Outlook to 2020

The most sophisticated global study on Steel Metallics offeringexpert analysis, forecasting and independent guidance:Crude Steel Production and Raw MaterialsDemand Analysisl Global production by process routel Regional costs and comparative advantage analysis insteelmaking affecting location and choice of process route

l The impact of climate change and emissions control on future steelmaking

l GDP per capita steel consumption trends and forecasts by country

l Steel consumption forecasts by marketl Steel and raw material price forecasts by major market

The Ferrous Scrap Marketl How far beyond will global scrap generation increase from624m tonnes as of 2010?

l Types of scrap collection and distributionl Scrap generation rates by top 40 markets, split by obsolete,home (revert) and prompt industrial grades

l Trends in scrap tradel Coverage of flexible methods of shipping scrap, including containers

l Self-sufficiency ratios analysis: who has scrap and who needsit out to 2020?

The DRI/HBI MarketlWill DRI/HBI fulfil its potential as a steel metallic by 2020?l Can merchant DRI/HBI effectively compete with merchant pig iron produced in low cost markets with excesscapacity?

l Supply and demand analysis of production, consumption andtrade and price trends by country

l Technical and cost developments

Over 40 key countries covered in this study including:l Australia, Brazil, China, India, Turkey, Ukraine, USA, Venezuelal Over 90 more markets available on request

The Merchant Pig Iron Marketl The growth of merchant pig iron vs DRI/HBIl Supply and demand analysis of production, consumption andtrade and price trends by country

l Technical and cost developmentsl The role of internationally traded pig iron in the global metallic market

The Iron Ore MarketlWill China continue to consume over 50% of the global marketfor iron ore out to 2020?

l How are prices determined and what are future contract/spot trends?

l Trends in supplying countries out to 2020l Concentration and market dominancel The politics of the iron ore business and the future role of Chinal Key price and margin analysis

Relative Cost of Different Steelmaking Routesl Cost modelling utilising differing assumptions on process routesl Relating analysis to actual regional differences in steelmaking costs

l The impact of technologyl Impact on future costs, given possible and likely changes inraw material, energy and transport costs

Forecast Supply and Demand Balances out to 2020l Production, trade and consumption by top 40 countries andby steel metallic product

l The demand and price dynamics for steel raw materials out to 2020

l Comparisons of raw material prices and finished steel productsl Self-sufficiency ratios for top 40 countries

To order please call the hotline +44 (0) 20 7779 8000 or email [email protected]

A Global Market Outlook to 2020 for Obsolete Scrap, PromptIndustrial Scrap, Home (Revert) Scrap, Pig Iron, DRI/HBI and Iron Orel Provides supply and demand statistics and analysis bytop 40 markets (1985-2011) by steel metallic productwith forecasts for the next eight years;

l Details production, imports, exports and apparentconsumption by top 40 countries for each steel metallic product;

l Assesses the future role of DRI/HBI in the global metallicmarket out to 2020;

l Assesses the role of internationally traded pig iron in theglobal metallics market;

l Provides iron ore supply demand balance by country1985-2011;

l Gives steel pricing forecasts for the next eight years;Includes a detailed breakdown of scrap generation by country:

– Prompt Industrial Scrap– Obsolete Scrap– Home (Revert) Scrap

l Assesses the future role of China and how it willinfluence the global metallics market out to 2020;

l Detailed SWOT analysis and profiling by top 40 markets:– Country dashboard – high level understandingfor each country by each steel metallic

– Country specific metrics (production, imports,exports, apparent consumption) including ironore, scrap (split by obsolete, prompt industrial,home), DRI/HBI and pig iron

l Details scrap dependency (1985-2011) by county, andeight year dependency forecast;

l Provides scrap apparent consumption by country andhow that has changed in the last 25 years and how it willchange for the next eight years;

l Assesses how trends in steelmaking impact the globalmetallic market balance;

l Analyses the winners and potential losers in the globalquest to secure metallics in the next eight years.

Australian Crude Steel Production 1985-2020f

Australian Steelmaking Process 1985-2020f

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Why is this study unique?lOpen and rigorous study into metallics supply/demand and pricing with an eight year forecast;lUnprecedented data coverage of scrap generation rates by country and by major type;l Independent study based on reliable and exhaustive database by market and product (1985 – 2020);

l Vast industry expertise and knowledge from Metal Bulletin Research consultants;l Addresses the key issues that keep the C-suite up at night;l Invaluable for making long term strategic decisions and short term tactical moves;lCredible forecasting methodology using sophisticated Vector Autoregression with ExogenousVariables – known as the VARX model;

l After sales support and access to analysts.

Biographies of authorsBrian Levich – Head of ResearchIn the past 10 years Brian has covered the global steel and raw material sectors in detail. He haswritten numerous major reports and has done extensive consultancy and market research workfor a number of major steel producers and consumers as well as for financial institutions. Heholds an MA with Distinction in Economics.

Russell Egge – Principal ConsultantRussell has 18 years of experience as a strategic consultant for the global metals and iron oremining industry. Russell has worked at Arthur D. Little, Accenture and Deloitte. He hassignificant experience in helping metals and mining clients identify, quantify, prioritize andcapture value creation opportunities. Russell has a degree in Materials and MetallurgicalEngineering from the University of Michigan (Ann Arbor Michigan) and a Masters Science inInternational Management from Rensselaer Polytechnic Institute (Hartford Connecticut).

Craig Alexander – Econometrics ConsultantCraig has worked for both McKinsey & Company and Accenture. At McKinsey he worked ongeneral strategic issues with a large public utility, several beverage companies and a majornatural resources firm. At Accenture he undertook strategic projects with two major steel firmsand an international iron ore mining client. Craig studied economics at the University ofCambridge, where he took a First Class degree. He subsequently undertook postgraduatestudy at MIT in econometrics and public finance.

ROW $14,750 UK £8,995 Europe €10,495

For more information please visit www.metalbulletinresearch.com or call +44 (0) 20 7779 8000or email [email protected]

Other relevant Metal Bulletin Research publications include:• Steel Raw Materials: Weekly Market Tracker• Steel: Weekly Market Tracker • Coking Coal: A Strategic Market Outlook to 2020• Creative Strategies for Global Steelmakers: Post EconomicDownturn: A top management’s handbook for driving futurecompetitiveness and sustainability

• A Strategic Market Review and Outlook for the Middle East andNorth African Steel Industry to 2020

• The New China Effect: China’s Steel & Raw Materials Industries &their Global Impact

• The Indian Steel Industry: Market Projections & Company Strategiesout to 2015

• Trading Iron Ore: A full feasibility study for a new derivatives contract • The Merchant Slab Market Strategic Outlook to 2020• A Ten Year Strategic Outlook for the Global Iron Ore Industry • The Five Year Outlook for the Global OCTG Industry

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YOUR COMPANY TYPERaw Material Supply (0003)Metal/Steel Production/Processing (0027)Fabrication/Manufacturing(0055)Distribution (0095)Services/Products for theIndustry (0111)End-User Sector (0167)

Finance Companies (0271)Production (0275)Processing & Equipment (0279)Trading (0287)Transport – Ports (0291)Non-Ferrous Foundry (0303)Extruding (0311)Other Primary Metal Products(0315)

Ferrous Traders (0319)Non-Ferrous Traders (0323)Resource/Asset Recovery(0327)Library/Research (0321)Trade Association (0525)Legal/Regulations (0155)Government (0253)

YOUR METALS INTERESTBase Metals (11001)Aluminium (11002)Downstream Aluminium (11157)Precious Metals (11160)Minor Metal (11267)Light Metals (11360)Steel (12001)

Steel Tube & Pipe – Seamless(12042)Steel Tube & Pipe – Welded(12043)Stainless Steel (12159)Steel Wire (12230)Galvanising & Coated Coil(12226)

Ferro Alloys (13000)Scrap & Secondary Metals(14000)Steelmaking Raw Materials(12231)Iron Ore (12232)

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