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钼的全球市场:到2030年的展望,第16版

Molybdenum: Outlook to 2030, 16th Edition

出版商 Roskill Information Services 商品编码 942688
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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钼的全球市场:到2030年的展望,第16版 Molybdenum: Outlook to 2030, 16th Edition
出版日期: 将在2020年08月31日内容资讯: 英文
简介

钼的大部分,作为铜的副产品生产,2019年整体的73%作为铜的副产品生产,27%在钼矿山生产。主要用途为钢铁生产,占整体80%,其余的20%用于超合金、钼金属、化学药品等。钼市场上,美国和中国的贸易战争的担忧高涨,2019年氧化钼的价格减少4.1%,3年连续成长的需求也减少2.4%。2020年第一季,氧化钼价格与去年同期相比下降了18%,一些矿山采取了减少产量的措施,但2021年后预计产量将恢复。

本报告提供全球钼市场调查,供应链的流程,全球的生产与消费状况,生产成本,国际的交易,今后展望,生产国和企业的简介,消费趋势等资讯。

目录

  • 1.摘要整理
  • 2.供应链的流程图
  • 3.全球生产情形
  • 4.生产成本
  • 5.全球消费情形
  • 6.国际性交易
  • 7.价格
  • 8.展望
  • 9.背景
  • 10.永续性
  • 11.生产国的简介
  • 12. 企业的简介
  • 13.各用途的消费情形
目录

Roskill estimates that the iron and steel industry accounts for around 80% of primary molybdenum use, while superalloys, molybdenum metal and chemical uses account for the remaining 20% of primary molybdenum use.

Following a slight recovery in 2018, the molybdenum oxide price declined by 4.1% in 2019, as fears of a trade war between the USA and China hurt market sentiment. Demand dynamics swung from a three-year successive growth to a 2.4% decline in 2019, underpinned especially by markets in Europe and the USA, contributing to the price weakness over the year.

In light of the price and demand trends, molybdenum supply edged up by only 0.8% in 2019, a similar growth rate to 2018, but well down on 2017's 13.1% supply growth. China remained the world's largest producer of mined molybdenum in 2019, with production rising by 2% y-o-y, however production from Chile, the world's second-largest producer, dropped by 10%. Supply increased in the USA, Peru and Mexico, the next three-largest producers, which offset the drop from Chile.

Most molybdenum supply is produced as a by-product from the copper mining industry. In 2019, Roskill estimates that 73% was from by-product sources with only 27% of supply coming from primary molybdenum mines. These shares used to be far more evenly matched, but the industry responded to the last period of weak prices by curtailing capacity at primary mines, or by outright closures. By-product mines were far less affected by that downturn as these mines' primary focus is the copper market.

The molybdenum industry faces new challenges in 2020, as the world grapples with the COVID-19 pandemic. Various confinement measures imposed by governments across the world have resulted in a sharp slowdown in economic activity, while some mines have also been forced to operate at a reduced rate. The molybdenum oxide price has fallen by 18% y-o-y in Q1 2020 and some miners have responded by cutting back production at certain operations.

The scale of the impact that COVID-19 could have on the market is constantly evolving. Longer-term fundamentals should be supportive of the molybdenum market, however, with Roskill expecting output of steel and stainless steel to recover from 2021 onwards.

Molybdenum mine production, 2000-2019 (kt Mo)

Roskill experts will answer your questions:

  • To what extent are molybdenum supply and demand likely to be affected by the COVID-19 pandemic?
  • How quickly is the industry likely to recover from 2019's relative weakness and from what is likely to be a very weak 2020?
  • Will the share of supply from by-product mines continue to rise?
  • What is the outlook for the steel and stainless steel industry?
  • How are prices likely to perform in the next decade?

Subscribe now and receive:

  • Detailed report with ten-year forecasts for demand, supply and prices
  • Access to the report via 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 specialists for key market queries
  • Option to download tables and graphs from the report
  • A summary PowerPoint of key report findings

Table of Contents

  • 1. Executive Summary
  • 2. Supply Chain Flowchart
  • 3. World Production
  • 4. Production Costs
  • 5. World Consumption
  • 6. International Trade
  • 7. Prices
  • 8. Outlook
  • 9. Background
  • 10. Sustainability
  • 11. Country Profiles
  • 12. Company profiles
  • 13. Consumption by First Use