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市场调查报告书

矽及硅铁:到2029年的展望 (第17版)

Silicon & Ferrosilicon: Outlook to 2029, 17th Edition

出版商 Roskill Information Services 商品编码 930097
出版日期 内容资讯 英文
商品交期: 最快1-2个工作天内
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矽及硅铁:到2029年的展望 (第17版) Silicon & Ferrosilicon: Outlook to 2029, 17th Edition
出版日期: 将在2020年05月31日内容资讯: 英文
简介

矽金属及硅铁的价格,2018年最初到达最近的顶峰,此后近两年急剧降低。2019年在后半终于触底,最近再次开始上升。矽金属及硅铁的情况,2019年后半以后价格缓慢复苏,与其说是到目前为止消费成长的改善不如说是由于供给窘迫而推动。在中国和其他国,许多生产能力没使用。双方的产品需求的成长明显低于2019年的水准,随著年份推移而减弱。

本报告提供全球矽及硅铁市场相关调查分析,展现全球生产、消费趋势,生产成本,国际交易,价格,今后展望等资讯。

第1章 摘要整理

第2章 矽的流程图

第3章 全球生产

第4章 生产成本

第5章 全球消费

第6章 国际交易

第7章 价格

第8章 展望

第9章 背景

第10章 国家简介

第11章 最终用途

第12章 企业简介

目录

Silicon metal and ferrosilicon are very similar with regard to production process and the geography of world output, but are very different in terms of their applications. Silicon metal is used in the manufacture of aluminium alloys, silicones, semiconductors and, increasingly, in photovoltaic solar applications. In contrast, over 85% of ferrosilicon is consumed in the production of iron and steel.

Prices for both silicon metal and ferrosilicon reached their most recent peak at the beginning of 2018, then went into a sharp decline for almost two years. Prices in most regions finally bottomed out in the latter months of 2019, and have recently started to move up again. The modest price recovery since late-2019 has thus far been fuelled by tight supply rather than improved consumption growth, in the case of both silicon metal and ferrosilicon. Numerous capacity has been idled, both in China and elsewhere. Demand growth for both commodities was decidedly below par in 2019 and weakened as the year progressed.

For how long will idled capacity remain offline, and for how long will consumption growth remain subdued? These are key questions in of themselves, and to a certain extent will also determine the potential for continued price recovery. That said, beyond the short term, prices for both silicon metal and ferrosilicon both tend to be primarily cost-driven.

World production of both silicon metal and ferrosilicon is dominated by China; in 2019, China accounted for 70% of world silicon metal production, and for 66% of global ferrosilicon output. However, Chinese production of these products is following a different trajectory. Chinese ferrosilicon production has been subject to increasingly stringent government controls on overcapacity and emissions, whilst the country's silicon metal capacity and output has been permitted to increase substantially. The extent to which this will remain the case over the coming decade will be of key importance to the market outlook.

Over the past decade, consumption growth for silicon metal has diverged significantly from that for ferrosilicon. The reason for this lies in the different end-use sectors which drive demand for these alloys. Global silicon metal consumption grew 6.5%py between 2010 and 2019, supported by strong growth in all of its main end-use sectors, especially solar, in spite of the slowdown in demand growth in 2019. Consumption in solar applications more than tripled between 2010 and 2019.

In contrast, global ferrosilicon consumption was 7% higher in 2010 than it was in 2019, despite the fact that world crude steel output grew by 30% over the same period. The main reasons for this decline in ferrosilicon consumption have been a trend towards using less ferrosilicon per tonne of crude steel in China, and very slow growth in world output of iron castings.

Experts will answer your questions:

  • Will future growth in silicon metal consumption be met primarily by continued growth in Chinese output, or will significant new production outside China be required?
  • Will silicon metal consumption growth return to normal following a below par year in 2019? What is the outlook for steel production and ferrosilicon consumption over the coming decade?
  • How will the expected shift of the automotive market towards electric vehicles impact the silicon metal and ferrosilicon markets?
  • To what extent will control and regulation of Chinese output drive the silicon metal and ferrosilicon markets?
  • How do anti-dumping duties and export taxes impact the silicon metal and ferrosilicon markets currently, and how are these likely to develop in the coming years?
  • What is the outlook for prices and production costs?

Subscription includes:

  • Detailed report with ten-year forecasts for demand, supply and prices
  • Access to the report online through Roskill Interactive for up to 5 users
  • Quarterly updates to keep you up to speed on our latest view of the industry
  • Access to Roskill's specialists for key market queries
  • Option to download tables and graphs from the report

Table of Contents

  • 1. Executive Summary
  • 2. Silicon Flowchart
  • 3. World Production
  • 4. Production Costs
  • 5. World Consumption
  • 6. International Trade
  • 7. Prices
  • 8. Outlook
  • 9. Background
  • 10. Country Profiles
  • 11. End-uses
  • 12. Company Profiles