Germany Metals Report Q2 2014

Date: April 9, 2014
Pages: 58
US$ 1,295.00
Report type: Strategic Report
Delivery: E-mail Delivery (PDF), Download
ID: G2002416FF7EN

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Includes 3 FREE quarterly updates

Germany's metals sector will continue to feel the squeeze as output prices remain low and costs stay stubbornly high. We forecast subdued growth in consumption of key metals such as steel, copper and aluminium, chiefly due to a muted outlook for economic activity in the country. Key metal consuming sectors such as autos and construction will remain weak. For autos production, we do not foresee a return to growth until 2018 at the earliest.

Illustrative of challenges faced by the wider metals sector, steel mills will remain under significant pressure, as low output prices squeeze margins. This will encourage consolidation of operations and dampen output growth. We forecast that steel production will post only erratic growth in the coming years, as low prices will continue to bite.
BMI Industry View
Metals SWOT
Industry Forecast
Steel: Few Gains Ahead
Production To Remain Under Pressure
  Table: Germany - Crude Steel Production And Consumption, ('000 tonnes, unless stated otherwise)
  Table: Germany - Crude Steel Production, ('000 tonnes)
Aluminium: Low Prices To Constrain Sector
  Table: Germany - Primary Aluminium Production, Consumption And Balance ('000 tonnes)
Copper: Sector To Struggle
  Table: Germany - Refined Copper Production, Consumption And Balance, ('000 tonnes)
Regulatory Development
  Table: Political Overview
Commodities Forecast
Steel Price Forecast
  Table: BMI Steel Forecast
Short-Term Outlook
Core View
Global Steel Glut To Persist
Production: Rationalisation In The Long Term
Consumption: Growth Decelerating
Excessive Chinese Exports
Growing Arbitrage Between East & West
Risks To Price Outlook
  Table: Steel Data & Forecasts
  Table: Global Steel Prices By Region & Product, US$/tonne (ave)
Commodity Strategy
Steel: Subdued Medium Term Outlook
Aluminium: Despite Recent Upswing, Underperformance To Persist
Copper: No Time To Celebrate Yet
Lead: Outperformance On The Cards
Nickel: Sideways Movement In Weeks Ahead
Zinc: Positive Momentum To Continue
  Table: Select Commodities - Performance & BMI Forecasts
  Table: BMI Commodities Strategy
Competitive Landscape
  Table: Germany - Largest Listed Metals Producers
Company Profile
ThyssenKrupp AG
  Table: ThyssenKrupp - Key Financial Data, 2007-2012
Company Strategy
Latest Financial Results
Company Details
Financial Data
  Table: ArcelorMittal - Key Financial Data
Cross Checks
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Germany Metals Report Q4 2014 US$ 1,295.00 Oct, 2014 · 59 pages
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