The world s leading independent provider of market analysis and forecasts for the global metals and mining industry

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1 FORECASTS ANALYSIS DATA MARKET INDICATORS PRICE TRENDS The world s leading independent provider of market analysis and forecasts for the global metals and mining industry ASIA NORTH AMERICA EUROPE AFRICA AUSTRALASIA SOUTH AMERICA MIDDLE EAST

2 METAL BULLETIN RESEARCH Your reference tool in negotiations with suppliers and customers Metal Bulletin Research is the forecasting and analysis arm of Metal Bulletin and our services allow you to: 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 The Metal Bulletin Research portfolio includes: 11 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. 4 Quarterlies: Cost services for steel and iron ore, a review of the chrome market 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 all the global and regional insight you need to proceed with confidence. All our clients receive these two regular services: Metal Trends Index A fortnightly report giving you analysis of stocks, prices and business conditions for your commodity region. World Economics An objective summary of the key economic trends that are shaping the world of metals. 2

3 Metal Bulletin Research Market Trackers MARKET TRACKERS MARKET TRACKERS Published weekly or monthly, our 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 confidence. 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 alert to let you know it s ready, so you ll never be waiting around for your report. Manipulate data for your own purposes. 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 See details of each tracker on pages % Ferro-alloys 10% Steel 10% Aluminium 20% Base Metals 3

4 Ferrous Trackers: Weekly WEEKLY STEEL: MARKET TRACKER / 3223/$4389 Long-term and short-term trading forecasts for slabs, billets, hot-rolled sheet/coil, cold-rolled sheet/coil, plates, HDG, debars and wire rods. Expert reactions to the very latest steel industry events, from all over the globe. Analysis of the flat and long product market, focused on specific regions including emerging markets. A steel futures report, covering LME, SHFE and SSEC contracts. Two-year quarterly pricing and demand forecasts by region for key products. This report is by far the most thorough independent analysis currently available anywhere. Mr Kaul, Vice President, Essar Steel Independent assessments of weekly and monthly global flat and long steel product prices by key market. A series of steel flat and long product pricing, supply-side and demand-side indices and indicators, split by region. Comprehensive database of flat and long product shipment, production, net exports and apparent consumption statistics for major steelmaking and consuming regions. WEEKLY STEEL RAW MATERIALS: MARKET TRACKER / 5875/$7990 A clear and instant view of current raw materials price trends from MBR s Raw Materials Weighted Price Index. The very latest weekly and monthly average global market quotations for key scrap, iron ore, coking coal and iron metallics prices. Detailed analysis and insight into price trends, the key market players and their procurement strategies. Monthly market and price forecasts, as well as longer term quarterly forecasts for the coming year in the key raw material markets. I would 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 Weekly historical raw material prices. Average monthly steel raw materials prices. Key iron ore, coke and coking coal trade data by country. International freight rates. 4

5 Ferrous Trackers: Monthly SEAMLESS STEEL TUBE & PIPE: MARKET TRACKER / 2379/$3239 Short and long term forecasts of regional price movements. Supply and demand analysis on key markets in Asia, Europe and North America. Analysis of key developments in OCTG, linepipe, boiler pipe and mechanical tubing markets. Data on trade flows and key end-user data for major consumers including the oil and gas and automotive sectors. Strategic analysis and insights into leading industry companies, including suppliers and distributors. US, W.Europe, E. Europe, China, Japan seamless pipe prices by product back to Jan 2004, plus selected six-month price forecasts. Current and historical European seamless production data by major country. Comprehensive database of US seamless production. Asian seamless production by major country. Energy prices with extensive historical data. MONTHLY A trusted and reliable business intelligence provider in determining my global tube and pipe business strategy. John Bloomberg, Director, Tube and Pipe Division, Duferco SA, Switzerland WELDED STEEL TUBE & PIPE: MARKET TRACKER / 2379/$3239 Analysis of key developments in OCTG, linepipe, hollow sections and mechanical tubing markets. Data on trade flows and key end-user data for major consumers including the oil and gas, manufacturing and construction sectors. Intelligence on activity by distributors and suppliers. Strategic analysis and insights into leading industry companies from our international team of tube and pipe specialists. Welded tube and pipe prices with five-year history and one-year forecast. North American shipments of welded pipe by product with extensive historical data. North American apparent consumption of welded pipe with five-year history. Comprehensive archive of Asian welded tube production data by major country. European welded tube production and apparent consumption data by major country. MONTHLY Metal Bulletin provides accurate and timely advice on the direction of the market and I recommend MBR s Welded Steel Tube and Pipe very highly to my colleagues Shehzad Khan, Director (Executive) & Chief Financial Officer, DATA Steel Pipe Industries Pvt. Ltd 5

6 Ferrous Trackers: Monthly MONTHLY FERRO-ALLOYS: MARKET TRACKER / 2266/$3085 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. I regularly use MBR s Ferro-alloys Market Tracker s pricing data and analysis as a reference in our price negotiations and strategy I highly recommend this report Bulk and speciality ferro-alloys prices on a monthly basis with five-year history and one-year forecasts. Five-year archive 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. Jose Roberto Ferreira da Silva, Corporate Purchasing, MAHLE Metal Leve S.A. MONTHLY STAINLESS STEELS: MARKET TRACKER / 2266/$3085 Global analysis and outlook for stainless steel flat and long product transaction, base and surcharge pricing. Short and medium term forecasts for key market parameters price, consumption, production and inventory. Regional supply and demand analysis, with tables of key production, consumption, inventory and trade statistics. Analysis of alloy surcharge highlights, focusing on individual regions and mills. Reactions and outlook for the alloy market with a series of graphs showing key market indicators. MBR s Stainless Steel Monthly provides valuable market intelligence such as production statistics, forecast and pricing data. I would highly recommend this report Akira Nozaki, General Manager, Nickel Sales & Raw Materials Dept, Sumitomo Metal Mining Co Ltd One-year forecast and five years of historical prices for US, European and Asian stainless steel price, base and surcharge prices. Current prices, broken down by product and geographical regions. Alloy surcharges, listed by mill, with averages by region. Five years of historical data for stainless steel production, consumption, import/export and shipment. Five-year archive of stainless raw material prices and stainless scrap pricing. 6

7 Ferrous Trackers: Monthly COATED STEELS: MARKET TRACKER / 2379/$3239 MONTHLY 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 coated markets. 6-month forecasts of key price movements for all major regions, separated by coated product. Key regional statistics on production, shipment, trade and inventories from 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. Coated Steels: Market Tracker is a quality product and an important source for our business intelligence Dave Smith, Strategic Procurement Manager, Coca Cola NORTH AMERICAN STEEL MARKETS: MARKET TRACKER / 1831/$2491 MONTHLY 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 flat and long products. HR export price comparison table, with Japanese, Latin American and Western 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 Extensive database of US carbon steel market summary data month HR coil export price comparison forecasts with five years of historical data. US shipments of steel product by industry with history from 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. 7

8 Non-Ferrous Trackers: Weekly WEEKLY WEEKLY BASE METALS: MARKET TRACKER / 2266/$3085 Technical and fundamental analysis (detailed statistics on production, stocks, trade and consumption of the LME metals). Price-modelling and forecasting utilising high-low case scenario planning. Analysis of speculative money flows and fund activity in the base metals commodities, including ETFs. Insights into leading industry companies. Global supply-demand balance for LME metals, with two-year forecast and ten years pricing history. Daily spot and forward LME prices, stocks, spreads and cancelled warrants by metal. Reported stocks by metal on a quarterly basis and demand indicators. Extended balances, LME open interest, Shanghai prices and Chinese trade data. ALUMINIUM AND RAW MATERIALS: MARKET TRACKER / 2266/$3085 Market analysis and forecasts with two-year supply, demand and price forecast. Analysis of regional production levels and consumption patterns. Technical analysis of aluminium and aluminium alloy time series. Coverage of alumina, secondary market, power, carbon products and fund activity. Extensive archive of global supply-demand balance data for primary aluminium and alumina with two-year forecast. Global aluminium production and consumption by region, with two-year forecast and history from demand and market indicators and global alumina balance for China and rest of the world with LME stocks, Spot and forward LME prices and SHFE prices. WEEKLY ALUMINIUM SHEET AND EXTRUSIONS: MARKET TRACKER / 1923/$2616 Regional analysis of aluminium semis market. Regional price, production and margin analysis and forecasts for LME aluminium prices and all the key extrusion products. Detailed statistics on production, trade and apparent consumption. Regular raw material market analysis and the latest premiums for ingot and billet. Global supply-demand balance analysis for primary aluminium and alumina. Market analysis of regional prices including ex-mill prices. Regional trends in apparent consumption, trade and production of aluminium semis, going back from 2005 with one-year forecast. Primary aluminium prices (LME and US Midwest), including ingot and billet premiums for the European, Japanese and US markets, with five-year history. 8

9 Quarterly forecasts and analysis QUARTERLY FORECASTS AND ANALYSIS QUARTERLY FORECASTS AND ANALYSIS All quarterly outlooks consist of a print report and CD-ROM* STEELMAKING CAPACITY AND CAPITAL EXPENDITURE DATABASE Price: 1,995/ 2,390/$3,110 Published: Quarterly Updated daily, and released as a quarterly product: Analytical commentary and forecast by product, with capacity and capital expenditure out to 2015, including coverage of iron ore, coking coal, crude steel by process, HR coil and CR coil. Statistical database for product capacity by producer/miner and by site. Statistical database for product capital expenditure by investor, location, capacity, $ (m) cost and start-up. GLOBAL STEEL COST SERVICE (FLAT AND LONG PRODUCTS) Price: 6,475/ 9,900/$12,265 Published: Quarterly Complete Operating/Total Cost Curves for the steel industry as they evolve quarterly. Production cost data and analysis, by region, company and at major plants. Analysis of steel cost trends/forecasts. Individual production stage costs for: pig iron, DRI, crude steel, billet, slab, HR coil, CR coil, galvanised sheet, wire rod, bar and heavy sections. GLOBAL IRON ORE COST SERVICE Price: 5,430/ 8,150/$10,685 Published: Quarterly Complete Operating/Total Cost Curves for the iron ore industry as they evolve quarterly. Key trend analysis and tracking of iron ore costs. Detailed regional analysis and tracking of export lump ore, export sinter fines and export pellets costs to the Chinese market. Analysis of benchmark prices for key iron ore products in comparison with our estimates for average costs of production. QUARTERLY GLOBAL CHROME AND STAINLESS REVIEW Price: 4,230/ 6,225/$8,460 Published: Quarterly *Format: Print report only Key trend analysis of global ferro-chrome price trends and forecasts, fully supported by charts, tables and analysis. The study details regional production and market price analysis of chrome ore with production forecasts. Analysis of separate by-country production cost information. The service allows you to access and utilise the entire supply/demand balance for the ferro-chrome industry. For more information please call +44 (0) or marketing@metalbulletinresearch.com. 9

10 Strategic Forecast Studies Metal Bulletin Research publishes a range of in-depth strategic forecast studies on all aspects of the metal industry, including many niche sectors. Through MBR s global network of analysts, economists, contributors and business partners, we ll provide you with the most up-to-date and accurate data and analysis. You ll also receive detailed forecasts and justified recommendations to assist in your strategic decision making, all published in a print report. STRATEGIC FORECAST STUDIES FERROUS NEW The Five Year Outlook for the Global OCTG Market This in-depth study is the follow-up to the groundbreaking 2009 OCTG report that was widely received to acclaim in the industry. NEW A Ten Year Strategic Outlook for the Global Iron Ore Industry/Dynamic Demand, Supply and Price Model for the Global Iron Ore Industry The unique dynamic demand, supply and price forecast model for the global iron ore industry will give you the opportunity to own a fully interactive and dynamic forecasting tool, allowing you to model economic scenarios and run what if scenarios. Includes a CD-ROM as well as the print report. NEW A Strategic Market Review and Outlook for the Middle East and North African Steel Industry to 2020 A critical and timely business intelligence source from the preeminent global supplier of steel and raw material research on the MENA region. Global Tinplate Market: Supply, Demand and Adapting to the New Pricing Outlook Offers an expert perspective on the current situation with assistance for traversing the problems facing the tinplate market. Includes quarterly updates to pricing forecasts. Coking Coal: A Strategic Outlook to 2020 Analyses the development and dynamics of the coking coal industry globally and within particular countries. The Five Year Outlook for the Global Large-diameter Linepipe Market The global large-diameter linepipe market analyses the factors that are driving the recovery in over 16 (406mm) linepipe demand, supply and pricing. NON-FERROUS NEW The Future for China s Aluminium Industry Examines the primary aluminium industry from a first principles perspective, looking at both demand and supply to assess the influences on each, and the likely outcomes for both. NEW The Ten Year Outlook for the Alumina Market Analyses the growing surge in production and consumption of metallurgical grade alumina in China and the effects on the entire alumina and aluminium industry. The Global Aluminium Flat Rolled Products Outlook to 2020 Offers expert analysis, forecasting and independent guidance on the aluminium flat rolled products industry. The Global Recycled Aluminium Market Outlook to 2020 Offers expert analysis, forecasting and independent guidance to the secondary aluminium industry and asks what will be the key end use sector for recycled aluminium. The Base Metals Strategic Outlook to 2020 Study presents forecast scenarios that cover the coming decade. Offers clarity going forward to the industry s decision makers and helps answer key questions critical to the success of multinationals. MINERALS NEW Global Lithium Market Outlook: Projects and Strategies to 2020 for a New Era of Demand This study will reflect on the developments of the lithium industry and consider the likely outcome over the next ten years. Price 7,995 $12,780 9,195 12,995 $20,775 14,950 4,995 $7,985 5,745 7,995 $12,520 9,610 7,995 $12,910 8,998 7,995 $12,910 8,998 4,995 $8,000 5,836 4,995 $8,000 5,836 4,995 $7,258 5,915 4,995 $7,258 5,915 3,995 $6,560 4,370 3,995 $6,220 4,780 Publication date May 2011 March 2011 March 2011 September 2010 March 2010 March 2010 April 2011 March 2011 July 2010 July 2010 February 2010 May 2011 For more information please call +44 (0) or marketing@metalbulletinresearch.com. 10

11 Consultancy Services STRATEGIC FORECAST STUDIES AND CONSULTANCY 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 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 Brian Levich at blevich@metalbulletinresearch.com or call +44 (0)

12 INDEPENDENT, RELIABLE AND CUSTOMISED SOLUTIONS We offer excellent corporate rates when you purchase a number of products, or when you and a number of your colleagues use our services too. Furthermore, we ll work hard to create a tailor-made programme that moves your business forward. Have your say Our customers are very important to us. If there s a price, forecast or region that you d like to see us cover more, we d love to hear from you. Our analysts will try and include it in their next report. Or give you a call to give you their personal insight. Check out the website for more information or to take a free trial. I would like to receive more information on: Market Trackers Quarterly Services Strategic Forecast Studies Consultancy Or state the publications you re interested in: Title First Name Last Name Job title Company Address Postcode/Zip Code Telephone Get in touch: Call: +44 (0) or (Asia) marketing@metalbulletinresearch.com Online: Mail: Metal Bulletin Research, Nestor House, Playhouse Yard London EC4V 5EX UK