Inventory Stock Levels

The Death of the Chinese Aluminum Industry Has Been Greatly Exaggerated

by Stuart Burns on November 17, 2011

Style:    Category: Commodities, Global Trade, Inventory Stock Levels, Non-ferrous Metals

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Industry experts continue to predict that China’s aluminum industry will start shutting down en masse due to low prices not meeting the cost of rising power prices and restricted energy supply. Some point to falling SHFE inventories and rising imports as evidence the domestic producers are already failing to produce enough metal. A slightly misleading [...]

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A Recent History of Copper: Hedging Against Rising Price Risk – Part Two

by Lisa Reisman on November 1, 2011

Style:    Category: Commodities, Inventory Stock Levels, Investing Hedging, Non-ferrous Metals

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MetalMiner welcomes guest commentator John E. Gross, president of Rhode Island-based J.E. Gross & Co., Inc, a metals management and consultancy firm. Gross also publishes The Copper Journal, once a print-based industry newsletter and now an online site featuring data-driven charting and analysis. (Continued from Part One.) Following the July 4th weekend in 2008, almost [...]

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A Recent History of Copper: The Risk Rises Again – Part One

by Lisa Reisman on November 1, 2011

Style:    Category: Commodities, Inventory Stock Levels, Investing Hedging, Metal Prices, Non-ferrous Metals

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MetalMiner welcomes guest commentator John E. Gross, president of Rhode Island-based J.E. Gross & Co., Inc, a metals management and consultancy firm. Gross also publishes The Copper Journal, once a print-based industry newsletter and now an online site featuring data-driven charting and analysis. The global copper market is no stranger to excessive bouts of volatility, [...]

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Rising Zinc Inventories May Not Mean Lower Prices – Part Two

by Stuart Burns on October 31, 2011

Style:    Category: Commodities, Inventory Stock Levels, Non-ferrous Metals, Supply & Demand

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Continued from Part One. On the face of it, we would expect the price of zinc to have only one place to go, but intriguingly, HSBC is predicting a higher price next year and rising prices through the middle of the decade. This is because at current prices, many suppliers are sitting at the marginal [...]

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Do Rising Zinc Inventories Mean Prices Have Further to Fall? – Part One

by Stuart Burns on October 31, 2011

Style:    Category: Commodities, Inventory Stock Levels, Non-ferrous Metals, Supply & Demand

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As with all base metals, zinc demand took a severe knock post-2008. Up until then, demand had exceeded supply, and as inventory levels plummeted the metal price rocketed, as the graph below from HSBC illustrates. Source: HSBC However, the peak was hit in 2007 and in a classic reverse of plummeting prices feeding through into [...]

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Economic Uncertainty and Recycling to Keep Lead Market in Oversupply

by Taras Berezowsky on October 10, 2011

Style:    Category: Commodities, Inventory Stock Levels, Non-ferrous Metals, Supply & Demand

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In the wake of LME Week, with copper dominating the headlines, the news from the world of lead is that although the market will still be in oversupply, some firms are counting on new applications to help buoy demand, and hence the lead price. In this graph from the International Lead and Zinc Study Group [...]

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LME Week: Amidst Copper Drop and Commodities Selloff, What to Expect in London

by Taras Berezowsky on October 4, 2011

Style:    Category: Commodities, Inventory Stock Levels, Macroeconomics, Non-ferrous Metals, Supply & Demand

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Now that October’s here, the world’s premier metal event is upon us — LME Week, held in London. Top metal producers’ executives think Rio Tinto, BHP Billiton, Codelco, etc. bankers, and traders get together, eat pricey hors d’oeuvres and booze it up amidst talking metals. For the producers, it’s mainly about keeping profits up. But [...]

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New Slow Steaming Report Sheds Light on Actual Manufacturing Impact

by Lisa Reisman on September 6, 2011

Style:    Category: Global Trade, Green, Inventory Stock Levels, Logistics, Sourcing Strategies

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A year and a half ago, I took aim at a story first reported in the New York Times touting the benefits of the “slow steam initiatives as put in place by leading shippers. “Slow steam refers to the shipping industry initiative designed to slow down ships to create greater fuel savings, as well as [...]

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