Metals Data Response South Africa’s Mine Production (Nov.) South Africa’s overall mine production remained subdued in November, with all metals seeing a drop in output. The PGM market appears finally to be tightening but we think that it will take some time... 17th January 2017 · 1 min read
Metals Data Response Global Aluminium Production (Nov.) According to the International Aluminium Institute (IAI), global primary aluminium output rose by 2.9% y/y last month, up from 1.5% y/y in October, as India, Russia and China continued to expand... 20th December 2016 · 1 min read
Metals Data Response South Africa’s Mine Production (Oct.) A slump in PGM output drove South Africa’s total mine production lower in October, after tentative signs of a recovery in September. While this is not good news for South Africa’s economy, it is... 8th December 2016 · 1 min read
Metals Data Response China and India’s gold imports (Oct.) The latest import data out of China and India show a mixed picture for gold demand in the two largest consumers. China’s appetite for the metal appears to have faltered in recent months. In contrast... 24th November 2016 · 1 min read
Metals Data Response Global Steel Production (Oct.) World Steel Association (WSA) data, released this afternoon, show a 3.3% y/y rise in global steel output in October, as higher Asian output more than offset lower production at US steelmakers. After a... 21st November 2016 · 1 min read
Metals Data Response Global Aluminium Production (Oct.) According to the International Aluminium Institute (IAI), global primary aluminium output rose by 1.5% y/y in October, boosted by higher y/y production in India, China and Russia. 21st November 2016 · 1 min read
Metals Data Response South Africa’s Mine Production (Sep.) South Africa’s total mine production rebounded in September, led by a sharp increase in PGM output on the back of higher prices. With inventories still abundant and the risk of labour disruptions... 10th November 2016 · 1 min read
Metals Data Response China and India’s gold imports (Sep.) The latest import data out of China and India show that demand for gold in the two countries improved in September. We expect buying to have accelerated in October as consumers take advantage of... 27th October 2016 · 1 min read
Metals Data Response Global Steel Production (Sep.) World Steel Association (WSA) data, released this afternoon, show a 2% y/y rise in global steel output in September, slightly stronger than the 1.9% y/y growth a month earlier. After a weak start to... 20th October 2016 · 1 min read
Metals Data Response Global Aluminium Production (Sep.) According to the International Aluminium Institute (IAI), global primary aluminium output rose by 1.2% y/y in September. However, in a reversal of the trend that has prevailed for much of this year... 20th October 2016 · 1 min read
Metals Data Response South Africa’s Mine Production (Aug. 16) South Africa’s total mine production continued to fall in August, but PGM output recovered as miners took advantage of higher prices. Looking ahead, we think there is a risk of supply disruptions in... 13th October 2016 · 1 min read
Metals Data Response Global Steel Production (Aug.) South Africa’s total mine production continued to fall in August, but PGM output recovered as miners took advantage of higher prices. Looking ahead, we think there is a risk of supply disruptions in... 21st September 2016 · 1 min read
Metals Data Response Global Aluminium Production (Aug. 16) According to the International Aluminium Institute (IAI), global primary aluminium output fell by 0.2% y/y in August. So far this year, output in the World ex China has risen, while China’s production... 20th September 2016 · 1 min read
Metals Data Response South Africa’s Mine Production (Jul.) South Africa’s overall mine production remained subdued in July, dragged down by yet another fall in PGM output. However, the profitability of the PGM industry has continued to improve owing to higher... 8th September 2016 · 1 min read
Metals Data Response China and India’s gold imports (Jul.) China’s gold imports resumed their upward trend last month. In contrast, India’s demand remained subdued and this weakness probably has persisted through August. That said, we expect demand from India... 25th August 2016 · 1 min read
Metals Data Response Global Steel Production (Jul.) World Steel Association (WSA) data, released this afternoon, show a 1.4% y/y rise in global steel output in July as higher Asian output more than offset lower production at EU and US steelmakers. That... 22nd August 2016 · 1 min read
