South Africa Metals Report

Published 13 May 2015

  • 51 pages
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$1,295.00
South Africa Metals Report
BMI Industry View
7
SWOT
9
Metals SWOT
9
Industry Forecast
11
Steel: Industry Headwinds To Persist
11
Production To See Continued Headwinds
12
Table: South Africa - Major Steel Plants
13
Consumption Growth To Outpace Production
14
Mixed Export Outlook
15
Table: Steel Production & Consumption (South Africa 2011-2019)
16
Table: Steel Industry Historical Data (South Africa 2006-2013)
17
Aluminium: Subdued Outlook All Around
17
Construction & Infrastructure To Support Consumption
17
Production To See Continued Headwinds
18
Upstream Constraints May Pose Challenge
19
Exports & Imports To Remain Weak
20
Table: Aluminium Production & Consumption (South Africa 2011-2019)
21
Nickel: Upstream Constraints Lead To Downstream Slowdown
21
Refined Production Hampered By Upstream Difficulties
22
Table: Refined Nickel Production & Consumption (South Africa 2011-2019)
23
Regulatory Development
24
Carbon Tax Set For 2016
24
Regional Outperformer, But Risks Remain
24
Tax Regime
25
Table: South Africa - Political Overview
25
Commodities Forecast
27
Commodity Strategy
27
Ferrous Metals
27
Non-Ferrous Metals
31
Aluminium: Abating Tightness To Cap Prices
31
Copper: Continued Weakness Ahead
32
Lead: Prices To Firm As Year Progresses
33
Nickel: Prices Will Only Rise Gradually
34
Tin: Waiting On A Deficit
35
Zinc: Modest Price Growth On Tighter Supply But Looser Demand
36
Table: Select Commodities - Performance & BMI Forecasts
37
Commodities Forecast
38
Table: BMI Steel Price Forecast
38
Short-Term Outlook (three-to-six months)
38
Long-Term Outlook
39
Production Growth Set For Slowdown
40
Consumption Growth To Disappoint
41
Downside Risks To Price Outlook
42
Table: Steel Data & Forecasts
43
Competitive Landscape
44
Table: South Africa - Major Steel Production Facilities
44
Table: South Africa - Select Listed Metals Producers
45
Company Profile
46
Global Company Strategy - ArcelorMittal - Q2 2015
46
Company Overview
48
Company Strategy
48
Latest Financial Results
50
Company Details
50
Financial Data
50
Table: ArcelorMittal - Key Financial Data
50
Methodology
51
Cross Checks
51

The South Africa Metals Report has been researched at source, and features latest-available data for steel, aluminium and other major globally-traded commodities. Our analysis covers all primary indicators, including production, exports and price, with our forecasts underpinned by BMI Research's macroeconomists global economic outlook. The report analyses trends and prospects and critically evaluates latest industry news, trends and regulatory developments in South Africa.

BMI's South Africa Metals Report provides industry professionals and strategists, sector analysts, business investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the metals industry in South Africa.

Key Benefits

  • Benchmark BMI's independent metals industry forecasts for South Africa to test other views - a key input for successful budgeting and strategic business planning in the South Africa metals market.
  • Target business opportunities and risks in South Africa through our reviews of latest industry trends, regulatory changes and major projects and investments.
  • Exploit the latest competitive intelligence and company profiles on your competitors and peers.

Coverage

BMI Industry View

A comprehensive summary of the impact and implications of the latest regulatory developments and key forecast indicators covering metals production, consumption and upside/downside risks to our outlook. The Metals SWOT analysis outlines strategic factors that affect the basic assumptions underpinning BMI’s forecast analysis, and taken together with BMI’s political, economic and business environment SWOTs, it gives a complete overview of market climate.

Industry Forecast

Industry forecasts to end-2019 for all key indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecasts:

  • Steel: Steel production & consumption (‘000 tonnes).
  • Aluminium: Aluminium consumption production & balance (‘000 tonnes).
  • Copper: Refined copper production & consumption (‘000 tonnes).
  • Zinc: Refined zinc production & consumption (‘000 tonnes).
  • Lead: Refined Lead production, consumption & balance (‘000 tonnes).
  • Nickel: Refined nickel production & consumption (‘000 tonnes).
  • Tin: Refined tin production, consumption & balance (‘000 tonnes).

Regulatory Development

Details of the industry regulatory framework, relevant key legislation and environmental standards that impact the metals industry. The regulatory developments section provides analysis of the overall regulatory burden, the tax regime (including income tax rates), bureaucratic framework, corruption and a country specific political overview. Details of the industry regulatory framework provide information on relevant key legislation and regulations that will impact the metals industry.

Commodities Forecast

Provides in depth coverage and forecasting of steel prices and includes BMI’s core view of what to expect in upcoming months. Within the monthly metals update, BMI provides performance data and key forecasts for select commodities, including prices for aluminium, copper, gold, iron ore, lead, nickel, palladium, platinum, silver, steel (MEPS Carbon Steel), tin and zinc.

Competitive landscape

The competitive landscape section provides comparative company analyses of detailed financial data for key listed metals firms, ranked in order of market cap (USDmn).

Company Profiles*

Examines the competitive position and short to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects. Details of products and services provide a full overview of each company’s operations.

Sources

The Metals Reports draw on an extensive network of primary sources, such as manufacturing associations, statistical bureaus, government ministries, national chambers of commerce and industry, national statistical offices, government ministries and central banks, and multinational companies.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.

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