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

“

ForecastsAnalysisDataMarket indicatorsPrice trends

www.metalbulletinresearch.com

2

Metal Bulletin ResearchYour 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 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

• 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 Monthly, an objective summary of the key trends shaping

the world of metals.


3

SteelMarket TrackerWeekly

www.metalbulletinresearch.com/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

Downloadable data

• 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 MaterialsMarket TrackerWeekly

www.metalbulletinresearch.com/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

• 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

• 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 uniqueprovider of steel and its raw materials market analysis and forecasts.”Michael Amez, Manager, A.T. Kearney, USA

This report is by far the most thorough independent analysis currently available anywhere.”Mr Kaul, Vice President, Essar Steel

“

“

Market TrackersPublished weekly or monthlyOur 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 confi dence.

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


Ferrous Market Trackers

www.metalbulletinresearch.com4 5

Seamless OCTG & LinepipeMarket TrackerMonthly

www.metalbulletinresearch.com/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

Downloadable data

• 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 & OCTGMarket TrackerMonthly

www.metalbulletinresearch.com/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


and their relation to the markets

• Raw materials and substrate pricing in the main

consuming areas.

• All the major economic drivers of demand

Downloadable data

• 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 thedirection of the market and I recommend MBR’s Welded Linepipe & OCTG very highly to my colleagues.”Shehzad Khan, Director (Executive) & Chief Financial Offi cer, DATA Steel Pipe Industries Pvt. Ltd

“

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

“


www.metalbulletinresearch.com6

Industrial & Structural Tube & Pipe Market Tracker NEW

Monthly

www.metalbulletinresearch.com/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


and their relation to the markets

• Analyze the major economic drivers of demand

Downloadable dataThree-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 MetallicsForecaster NEW

Monthly

www.metalbulletinresearch.com/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

Downloadable data• 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


www.metalbulletinresearch.com 7

NEW PRODUCTS

Galvanized Steel and TinplateMarket TrackerMonthly

www.metalbulletinresearch.com/GST

Price: £1,895 / €2,725 / $3,695

• 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

Downloadable data

• 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

North American Steel MarketsMarket TrackerMonthly

www.metalbulletinresearch.com/NAS

Price: £1,495 / €2,135 / $2,865

• 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

Downloadable data

• 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 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.

Galvanized Steel and Tinplate Market is a quality product and animportant source for our business intelligence.”Dave Smith, Strategic Procurement Manager, Coca Cola

“

“



Ferro-alloysMarket TrackerMonthly

www.metalbulletinresearch.com/FA

Price: £1,895 / €2,725 / $3,695

• 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

Downloadable data

• 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

Stainless SteelsMarket TrackerMonthly

www.metalbulletinresearch.com/SS

Price: £1,895 / €2,725 / $3,695

• 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

Downloadable data

• 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



Base MetalsMarket TrackerWeekly

www.metalbulletinresearch.com/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

Downloadable data

• 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

AluminiumMarket TrackerWeekly

www.metalbulletinresearch.com/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

Downloadable data

• 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 1998

• 85 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

Non-ferrous Market Trackers


Cost Services and Database

Quarterly data service


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.

Strategic Forecast StudiesMetal 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 www.metalbulletinresearch.com/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)

One-off special reports


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 ServiceThis 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

Quarterly data service


Consultancy services

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

Tailored research and consultancy on the metals and mining sector

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 LevichConsultancy 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

“

Consultancy services


Corporate accountsMetal 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: [email protected]

Call: +44 (0) 20 7779 8710

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

14

15


For more information about Metal Bulletin Research, please contact:

Alistair Ramsay Head of Research


Call: +44 (0) 20 7556 6487

Philip Manley Director


Call: + 44 (0) 20 7556 6028

Richard O’Donoghue Head of Sales


Call: + 44 (0) 20 7779 8938

Metal Bulletin Research

Documents

Transcript of Metal Bulletin Research