1 / 5

A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013

A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013. Lisa Morrison, Principal Consultant. CRU = Wide range of commodity coverage. Heat Map 2013: Demand fades, supply expands, investors sell.

cameron-glenn
Télécharger la présentation

A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013 Lisa Morrison, Principal Consultant

  2. CRU = Wide range of commodity coverage

  3. Heat Map 2013: Demand fades, supply expands, investors sell 2013 will be a lacklustre year for commodity prices: 13 commodities will rise, 8 will fall. Four commodities sit in the Hot & Freezing extremes. Coking Coal, Tin, Alumina, Manganese, Aluminium, Iron Ore, Cobalt, Palladium, Sulphuric Acid, Nickel, Zinc, Platinum, Copper, Lead, Gold, Silver, Phosphate DAP, Urea, Sulphur, Potash, Ammonia, Met Coke Hot > 15% Warm 5% to 15% Mild 0% to 5% Cool 0% to -5% Cold -5% to 15% Freezing < -15% * 2013 annual average price forecast (nominal $ or benchmark) versus 2012 Q4 average actual prices

  4. Heat Map 2017: Supply picture is dominant Prices expected to increase 13% on average out to 2017. 12 of 22 commodity prices will rise while 9 will decline. Palladium, Tin, Zinc, Nickel, Alumina, Cobalt, Coking Coal, Platinum, Aluminium, Lead, Phosphate DAP, Manganese, Urea, Sulphuric Acid, Copper, Iron Ore, Gold, Ammonia, Met Coke, Sulphur, Potash, Silver Hot > 15% Warm 5% to 15% Mild 0% to 5% Cool 0% to -5% Cold -5% to 15% Freezing < -15% * 2013 annual average price forecast (nominal $ or benchmark) versus 2012 Q4 average actual prices

  5. Contact details Lisa Morrison Principal Consultant – CRU phone: +1 610.925.1860 (NYC time zone) email: lisa.morrison@crugroup.com web: www.crugroup.com

More Related