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: 10 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. 3 Quarterlies: 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 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

4 Ferrous Trackers: Weekly STEEL: MARKET TRACKER / 3285/$4475 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 flat 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. 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, production, net exports and apparent consumption statistics for major steelmaking and consuming regions. STEEL RAW MATERIALS: MARKET TRACKER / 5990/$8145 A clear and instant 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 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 / 2425/$3300 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. 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 / 2425/$3300 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. 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 FERRO-ALLOYS: MARKET TRACKER / 2310/$3145 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. STAINLESS STEELS: MARKET TRACKER / 2310/$3145 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 shipments. Five-year archive of stainless raw material prices and stainless scrap pricing. 6

7 Ferrous Trackers: Monthly COATED STEELS: MARKET TRACKER / 2425/$3300 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 / 1865/$2540 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 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 "Base Metals research service contains very insightful information on copper and aluminum. Dale Gross, Strategic Buyer, Schindler NA BASE METALS: MARKET TRACKER / 2310/$3145 Technical analysis and short-term trading strategies 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 balances for all LME metals, with two-year forecast and ten years history. 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. Extended balances, LME open interest, Shanghai prices and Chinese trade data. Aluminium and Raw Materials comprehensive coverage of market developments, pricing and forecasts helps us understand and anticipate market dynamics Randy Murdoch, HUBER ALUMINIUM: MARKET TRACKER / 2310/$3145 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. Regional price, production and margin analysis and forecasts of all key aluminium extrusion products. 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. Regional trends in apparent consumption, trade and production of aluminium semis, going back from 2005 with one-year forecast. 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: 2045/ 2435/$3175 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: 6640/ 10100/$12510 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: 5570/ 8310/$10895 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. 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 *COMING SOON A Ten Year Strategic Outlook for the Coke Industry Study and Dynamic Model This package offering examines the current volatility in the market and will help plan strategy through the next 10 years with forecasts for supply, demand, trade and prices on the global and Chinese coke industry. There is also the unique opportunity to own a fully interactive and dynamic forecast model. *COMING SOON A Ten Year Strategic Outlook for the Metallurgical Coal Industry Study and Dynamic Model This research study explores what the future trends are for prices and the strategic plans the major producers are set to adopt. The model allows you to model economic scenarios and run what if scenarios. *COMING SOON Global Steel Raw Materials Strategic Outlook This is an in-depth strategic study on the global steel & raw materials industry providing a long term outlook. NEW The Five Year Outlook for the Global OCTG Industry This in-depth study examines the demand for OCTG by country, major product group and provides a forecast out to A Ten Year Strategic Outlook for the Global Iron Ore Industry Study and 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. This research includes a CD-ROM as well as the print report. 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. NON-FERROUS NEW Aluminium 's Future Under A New Power Market Paradigm: Costs, Location & Prices This study provides energy price forecasts, details of energy contracts at many of the world s selected aluminium smelters and a view on the aluminium cost curve and forward curve. NEW The Future for China s Aluminium Fluoride Industry Provides detailed analysis on how China s aluminium fluoride industry is structured and offers a detailed economic overview. An insight into the impact China has on the global industry is also included. NEW The Global Outlook for Aluminium in Transportation Provides analysis for the current market and demand forecasts out to 2020 for aluminium in the transportation sector across key end-use sectors and geographical regions. NEW Aluminium in MENA Outlook to 2020 Provides detailed analysis of the aluminium markets across select end use sectors in 13 MENA countries. The Ten Year Outlook for Alumina Offers full coverage of the metallurgical grade alumina market in all regions of the world. Which regions will be the major suppliers of alumina over the next ten years. A Five Year Outlook 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. MINERALS Global Lithium Market Outlook: Projects and Strategies to 2020 for a new era of demand This study reflects on the developments of the lithium industry and considers the likely outcome over the next ten years. Price 12,000 $19,680 14,000 12,000 $19,680 14,000 8,995 $14,750 10,495 8,995 $14,750 10,495 12,995 $20,775 14,950 4,995 $7,985 5,745 4,995 $8,200 5,700 4,995 $8,200 5,705 4,995 $8,200 5,705 7,995 $12,995 8,995 4,995 $8,000 5,836 4,995 $8,000 5,836 3,995 $6,220 4,780 Publication date Feb 2012 Feb 2012 Dec 2011 Nov 2011 March 2010 March 2010 Nov 2011 Sep 2011 Aug 2011 Aug 2011 May 2011 Apr 2011 Mar 2011 For more information please call +44 (0) or marketing@metalbulletinresearch.com. *Subject to change 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