Metals Data Response Global Steel Production (Sep.) Growth in global steel production accelerated in September to 4.4% y/y, with mills ramping up in China and the US buoyed by healthy margins in both countries. We expect winter production cuts in China... 24th October 2018 · 1 min read
Metals Data Response Global Aluminium Production (Sep.) Global aluminium output in January-September was only slightly higher than a year ago as production gains in the US, India and the Gulf states have been offset by lower output in China and Europe. We... 22nd October 2018 · 1 min read
Metals Data Response China and India Gold Imports (Aug.) The latest trade data for India and China show gold imports by the two largest consumers rising on lower prices, but this is unlikely to last as local prices have rallied, which has already started to... 27th September 2018 · 1 min read
Metals Data Response Global Steel Production (Aug.) Growth in global steel production slowed in August to 2.6%y/y, but the bigger picture is that it has expanded by a rapid 5.4% y/y in the first eight months of this year. However, we think that growth... 25th September 2018 · 1 min read
Metals Data Response Global Aluminium Production (Aug.) Global aluminium output surged by 4.0% y/y in August, the fastest rate in over a year, owing to restarts in the US and higher production in China and India. This fits with our expectation that the... 20th September 2018 · 1 min read
Metals Data Response Global Aluminium Production (Jul.) Global aluminium output was up by nearly 3% y/y in July, owing to higher production in China and India. We had warned that this could happen as the prospect of China’s anti-pollution winter cuts and... 20th August 2018 · 1 min read
Metals Data Response Global Steel Production (Jun.) World Steel Association (WSA) data showed a 5.8% y/y increase in global steel production in June, driven by higher output in China, India and Japan. We expect this trend to continue over the coming... 26th July 2018 · 1 min read
Metals Data Response China and India Gold Imports (Jun.) The latest trade data for India and China show divergent trends in imports of gold by the two largest consumers. China’s gold imports continued to soar on the back of strong wholesale consumption... 26th July 2018 · 1 min read
Metals Data Response Global Aluminium Production (Jun.) Global aluminium output was down by nearly 3% y/y in June, owing to lower Chinese production and outages in Canada and Brazil. We think that supply will pick up in the third quarter – ahead of China’s... 20th July 2018 · 1 min read
Metals Data Response China and India Gold Imports (May) The latest trade data for India and China show divergent trends in imports of gold by the two largest consumers. China’s gold imports rose strongly in May on the back of robust wholesale consumption... 26th June 2018 · 1 min read
Metals Data Response Global Steel Production (May) World Steel Association (WSA) data showed a 6.6% y/y increase in global steel production in May, driven by higher output in China, India, Japan and the US. We expect this trend to continue over the... 25th June 2018 · 1 min read
Metals Data Response Global Aluminium Production (May) Global aluminium output ticked up in May, driven by higher production in Asia ex-China and the GCC. We expect growth in output to accelerate over the coming months as higher prices and the prospect of... 20th June 2018 · 1 min read
Metals Data Response Global Steel Production (Apr.) World Steel Association (WSA) data showed a 4.1% y/y increase in global steel production in April, driven by higher output in China, India, the EU and the US. We expect this trend to continue over the... 25th May 2018 · 1 min read
Metals Data Response Global Aluminium Production (Apr.) Global aluminium output fell slightly in April. This was largely the result of lower production in North America, where temporary disruptions weighed on supply, and Western Europe. We expect growth in... 21st May 2018 · 1 min read
Metals Data Response China and India Gold Imports (Mar.) The latest trade data for India and China showed that imports of gold in the two largest consumers weakened in March. Higher prices probably discouraged purchases. We had warned that this could happen... 26th April 2018 · 1 min read
Metals Data Response Global Steel Production (Mar.) World Steel Association (WSA) data showed a 4.0% y/y increase in global steel production in March, driven by higher output in China, India and the US. We expect this trend to continue over the coming... 25th April 2018 · 1 min read
