• Manganese Ore S.A. 36%min In Tianjin Port(3)  05-11|Manganese Ore S.A. 37%min In Tianjin Port(3)  05-11|Manganese Ore Gabonese 44%min In Tianjin Port(3)  05-11|Manganese Ore Carbonate, Mn 13%min EXW China(2)  05-11|Manganese Ore S.A. 36%min In Qinzhou Port(2.5)  05-11|Manganese Ore S.A. 37%min In Qinzhou Port(2.5)  05-11|Manganese Ore Gabonese 44%min In Qinzhou Port(2.5)  05-11|Manganese Ore Brazilian 44%min In Qinzhou Port(2.5)  05-11|Manganese Ore Australian 45%min In Qinzhou Port(2.5)  05-11|Manganese Ore Australian 45%min In Tianjin Port(2.5)  05-11|Manganese Ore Brazilian 44%min In Tianjin Port(2.5)  05-11|Copper Conc. TC 25%min CIF China(-1)  05-11|Dysprosium Oxide 99.5%min EXW China(60)  05-11|Lithium Hydroxide Monohydrate LiOH 56.5%min, Magnets 0.0001%max Delivered China(-3000)  05-11
  • Lead Market Report October 2014

    2014-11-17 18:50:29   【Print】
    The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
    Please contact us for a subscription.
    Introduction 4
    1 Financial overview 4
    1.1 Domestic financial overview 4
    1.1.Asian Metal Copyright3 Top ten Chinese lead oreconcentrate importers in September 2014 30 5.Asian Metal Copyright1 CPI up by 1.Asian Metal Copyright2.Asian Metal Copyright6% and PPI down by 1.8% YOY in September 4
    1.1.Asian Metal Copyright2.Asian Metal Copyright2 PMI down by 0.3% in October 5
    1.2 International financial overview 5
    1.2.1 Crude oil futures prices continue to fall back 5
    1.2.2 US dollar continues to strengthen in October 6
    2. International Market Review 7
    2.1 Lead futures drop continuously on the LME during October 7
    2.2 North American lead market flat in October 9
    2.3 North American spent lead acid battery market improves in October 9
    3. Chinese market review 9
    3.1 Lead concentrate still in tight supply on the Chinese market 9
    3.2 Lead ingot prices soften on the Chinese market in October 10
    3.3 Secondary lead prices fall slightly 11
    3.4 Recycled lead battery prices decline with active trading 14
    3.5 Lead acid battery market revives 16
    4. Production Data 18
    4.1 World supply of refined lead metal exceeds demand by a marginal 23kt during Jan-Aug 2014 18
    4.2 Lead production in China 19
    4.2.Asian Metal Copyright2 Jiyuan Wanyang’s lead output to increase by 10% and silver production stable in October 32 6.Asian Metal Copyright1 China’s lead concentrate output up by 4.39% MOM in September 2014 19
    4.2.Asian Metal Copyright3% in October 5 1.Asian Metal Copyright2 China’s refined lead ingot production up by 1.44% MOM in September 2014 19
    4.2.Asian Metal Copyright2 International financial overview 5 1.Asian Metal Copyright3 Chinese primary lead smelters’ lead ingot output up by 3.68% MOM in October 20
    4.2.Asian Metal Copyright3 Top ten Chinese lead oreconcentrate importers in September 2014 30 5.Asian Metal Copyright4 Secondary lead output of major smelters up by 5.5% MOM in October 21
    4.2.Asian Metal Copyright2 PMI down by 0.Asian Metal Copyright5 Lead ingot stocks at Chinese primary lead smelters up by 21.76% MOM in late October 2014 22
    4.2.Asian Metal Copyright Import and export data in China 25 5.Asian Metal Copyright6 Recycled lead battery inventories held by major secondary lead smelters down by 4.7% MOM by the end of October 23
    4.2.Asian Metal Copyright3 Top ten Chinese lead oreconcentrate importers in September 2014 30 5.Asian Metal Copyright7 Major smelters’ secondary lead stocks down by 1.6% MOM in late October 24
    5. Import and export data in China 25
    5.1 Lead import and export data in China by country: 25
    5.2 Analysis of lead import & export data 26
    5.2.1 China’s lead ore/concentrate imports up by 31.70% MOM in September 2014 26
    5.2.Asian Metal Copyright2.Asian Metal Copyright2 China’s refined lead exports down by 19.34% MOM in September 2014 29
    5.3 Top ten Chinese lead ore/concentrate importers in September 2014 30
    5.4 Chinese lead acid battery exports down by 13.6% MOM in September 30
    6. Company News 32
    6.1 Chihong Zinc & Germanium’s lead smelting project starts trial production in Inner Mongolia on October 16 32
    6.2 Jiyuan Wanyang’s lead output to increase by 10% and silver production stable in October 32
    6.3 Yunnan Tin’s lead smelter halts production in mid-October 32
    7. Related industry Developments 33
    7.1 China’s automobile sales volumes up by 15.62% MOM in September 33
    8. Market Outlook 33

    Graph 1 CPI and PPI in China 4
    Graph 2 China’s PMI in 2014 5
    Graph 3 US crude oil futures price trend on major transaction market in October 6
    Graph 4 US dollar Index trend 7
    Graph 5: The price graph of lead futures on the LME in October 2014 8
    Graph 6: Lead ingot inventories in LME warehouses in October 2014 8
    Graph 7: Lead concentrate 60%min prices on the Chinese spot market in October 2014 10
    Graph 8: Lead ingot 99.994%min prices on the Chinese spot market in October 2014 11
    Graph 9 Secondary Lead 98%min EX-VAT prices on Chinese market in October 2014 12
    Graph 10 Secondary Lead 98%min prices on the Chinese spot market in October 2014 13
    Graph 11 Secondary Lead 99.97%min EX-VAT prices on the Chinese spot market in October 2014 14
    Graph 12 Secondary Lead 99.97%min prices on the Chinese spot market in October 2014 14
    Graph 13 Recycled start-type lead battery EX-VAT prices on the Chinese spot market in October 2014 15
    Graph 14 Recycled deep cycle lead battery EX-VAT prices on the Chinese spot market in October 2014 16
    Graph 15 Processing charges for deep cycle lead battery polar plate in October 2014 17
    Graph 16 Processing charges of start-type lead battery polar plate in October 2014 18
    Graph 17: Chinese Primary lead smelters’ lead ingot production and operating rates Oct 2013-Oct 2014 20
    Graph 18 Major secondary lead smelters' output by region 22
    Graph 19 Major secondary lead smelters' recycled lead battery inventories by region 23
    Graph 20 Secondary lead stocks allocation of Chinese major smelters 24
    Graph 21 Secondary lead stocks allocation of Chinese major smelters in 2014 25
    Graph 22: China’s lead concentrate imports Jan 2013-Sep 2014 27
    Graph 23: Lead ore/concentrate imported from Australia into China Jan-Sep 2014 28
    Graph 24: Lead ore/concentrate imported from Peru into China Jan-Sep 2014 28
    Graph 25: China refined lead exports 2013-2014 29
    Graph 26 China’s lead acid battery export in 2014 31

    Table 1: World Refined Lead Supply and Usage 2009 – 2014 19
    Table 2: Operating rates for lead smelters in Henan, Hunan and Yunnan in Oct 2014 21
    Table 3: Lead ingot stocks in Henan, Hunan and Yunnan provinces in late October 2014 23
    Table 4: China’s lead import and export data in September 2014 26
    Table 5 Top ten Chinese lead ore/concentrate importers in September 2014 30
    Table 6 The top 20 importing countries for Chinese lead acid batteries in May 32

    .Asian Metal Copyright Production Data 18 4Asian Metal Copyright
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