Russia Metals Report Q2 2014

Date: April 16, 2014
Pages: 63
US$ 1,295.00
Report type: Strategic Report
Delivery: E-mail Delivery (PDF), Download
ID: R1914116650EN

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Includes 3 FREE quarterly updates

The Russian metals sector will face headwinds over coming quarters as European and US demand remains weak and global oversupply weighs on metal prices. We expect production of key metals to remain modest, with company investment plans focusing on improving plant efficiency and reducing costs rather than building new plants or expanding production capacity. Despite weak growth, Russia will remain one of the world's largest producers of base and industrial metals including nickel, steel and aluminium.

Steel, Aluminium & Nickel Supply Glut To Weigh On Growth

We expect Russia's rank among global steel producers to come under threat, as the country's largest steelmakers experience squeezed margins resulting in production cuts. The global steel market will remain mired in significant overcapacity, sluggish demand and weak margins for the foreseeable future due to China's failure to reform its bloated steel sector.
BMI Industry View
Metals SWOT
Industry Forecast
Steel: Global Oversupply To Weigh On Growth
High Relative Capacity Utilisation Rates
  Table: Russia - Steel Production ('000 tonnes)
  Table: Russia - Steel Production & Trade ('000 tonnes)
Aluminium: Weak Growth Outlook
  Table: Russia - Primary Aluminium Production & Consumption ('000 tonnes, unless stated otherwise)
Nickel: Weak Prices To Prevent Output Gains
  Table: Russia - Nickel Consumption & Production ('000 tonnes)
Regulatory Development
Key Details
  Table: Political Overview
Commodities Forecast
Commodity Strategy
Iron Ore: Fading Iron Will
Steel: Global Glut To Weigh On Prices
Aluminium: Fundamentals To Remain Weak
Copper: All Eyes On China
Lead: Outperforming Its Troubled Peers
Nickel: Monthly Outperformer
Tin: Outperforming A Weak Field
Zinc: Further Consolidation Likely
  Table: Select Commodities - Performance & BMI Forecasts
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)
Competitive Landscape
  Table: Russia - Largest Listed Metals Producers - Financial Data
Company Profile
  Table: Severstal - Financial Data
Norilsk Nickel
Company Overview
Company Strategy
  Table: Norilsk Nickel - Financial Metrics
Latest Results
  Table: RUSAL - Key Financial Data
Cross Checks
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