Zinc

Metal Export Bans Increasing – Do They Work?

by Lisa Reisman on May 21, 2012

Style:    Category: Commodities, Global Trade, Non-ferrous Metals

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Several months ago, my colleague Stuart wrote about a growing trend across several developing nations with significant mineral reserves – “ Resource Nationalism.” Its name gives itself away, but local ownership laws, royalties, windfall taxes, and super taxes suggest resource nationalism has risen in prominence, according to a 2011 Credit Agricole presentation — and with [...]

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Commodity Prices Fall on China and Greece Fears

by Stuart Burns on May 16, 2012

Style:    Category: Commodities, Investing Hedging, Metal Prices

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Investors are a funny lot. The phrase “herd mentality” may have been created to describe the behavior of our four-footed friends, but it applies equally well to the investor fraternity. For months, the prospect of a slowing China and the departure of Greece from the euro have been on the cards, prompting some no doubt [...]

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Zinc in Oversupply For Now, But What’s to Come?

by Stuart Burns on May 14, 2012

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

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Zinc buyers (and/or metal-with-a-significant-zinc-content buyers) may be forgiven for feeling pretty sanguine about the supply market for the zinc content of their components. Rising LME inventory levels and prices of zinc that have moderated from the highs of last July suggest a market that is comfortably in oversupply, and indeed the International Lead and Zinc [...]

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AMM Conference Addresses Light-Weighting Threat to Steel Industry

by Lisa Reisman on May 7, 2012

Style:    Category: Automotive, Ferrous Metals, Manufacturing, Metal Fabricated Parts, Non-ferrous Metals, Product Developments

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Last week I had the pleasure of speaking at the American Metal Market Galvanized and Coated Steel conference held in Detroit. The conference logically examined some of the underlying market dynamics of materials used in automotive production – hot dipped galvanized steel and aluminum. And clearly the regulatory environment stemming from both new CAFE standards as [...]

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Predictions of Zinc Price Rises Premature

by Stuart Burns on April 3, 2012

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

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The accepted wisdom for zinc this year has been that zinc remains at the marginal cost of production and significant falls in price would trigger capacity closures, a situation that will support the zinc price this year and next. Source: John Gross/The Copper Journal On the upside, high inventory (seen above) and a continuing surplus [...]

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Glencore’s Latest Contract a Bullish Call for Zinc?

by Stuart Burns on March 5, 2012

Style:    Category: Commodities, Metal Prices, Non-ferrous Metals, Supply & Demand

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Before anyone takes the FT article of this week — reporting on the unusual terms of Glencore’s zinc contract with miner Volcan and containing comments by a senior commodity analyst at Macquarie Bank that this suggests a particularly bullish view on the zinc market by the world’s largest independent zinc supplier, as a prediction that [...]

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Commodity Volatility Comes Down to Pennies, Nickels – Literally

by Taras Berezowsky on February 17, 2012

Style:    Category: Commodities, Humor, Non-ferrous Metals

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Source: money.cnn.com “As metal prices are extremely volatile, the delay incurred by proposing and passing legislation [to substitute nickel and copper in US coins] could result in the new compositions being outdated by the time of their enactment,” the U.S. Treasury said in its budget proposal. -Reuters “Today in Science we read the book “The [...]

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ZincOx Recycles, Steelmakers Win

by Taras Berezowsky on February 16, 2012

Style:    Category: Environment, Ferrous Metals, Non-ferrous Metals, Product Developments

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Looks like ZincOx will drop the mining yoke and start pulling the recycling plow. The FT reported that the UK-based company, originally invested in zinc mining, will be shifting over to zinc recycling to become profitable again. ZincOx built a plant in South Korea, and after it finally begins producing and selling finished zinc, looks [...]

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