CRU’s Market Outlooks provide a medium-term market analysis service across mining, metals and fertilizer commodity markets.
Market Outlooks are tailored to individual commodities and offer historical and forecast prices, analysis of commodity market developments and a comprehensive historical and projected market data service. Most Market Outlooks publish a full report every three months with updates and insights published more frequently. In some markets, we publish a 25-year forecast of demand, supply and prices, either as an appendix to the Market Outlook or as a separate report.
Our new acquisition of Exawatt gives us further insight and expertise into critical commodities and electrification technologies, resulting in a united force to reshape the future of sustainable energy solutions on a global scale. In line with this, we also offer a Solar Technology and Cost Service that provides granular analysis of each step of the full supply chain, including price and manufacturing cost forecasts, module efficiency forecasts and more.
Additionally, for a comprehensive insight into the emerging Lithium Iron Phosphate sector and the evolving battery and electric vehicle markets, we also provide a bespoke Specialty Phosphate Service. Meanwhile, our comprehensive Battery Value Chain Service provides clear and timely insight into the current and future trends that will impact battery raw material markets. Lastly, our Energy Storage Technology and Cost Service drills into energy storage systems, providing subscribers with an understanding of their market outlooks, a detailed understanding of performance metrics, and more. Explore more here:
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- Regional analysis of both mature and developing economies for beverage packaging, highlighting supply and demand trends in beverage preferences such as beer, soft drinks and speciality cans
- Covering base case conclusions, scenarios and methodology; North America and Central/South America demand; European demand; demand in China, the rest of Asia, Middle East and Japan; India and Africa; developments in capacity and production, and costs; prices, trade and balances
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- Coverage includes regional ingot, billet, slab, wire rod and primary foundry alloy premiums
- A five year forecast of demand and production by end-use and region and five year forecast of demand and production for casthouse shapes by region and product type
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- Concise analysis with chapters on prospects for primary aluminium demand; the outlook for production; the supply/demand balance and price outlook, including scenario and risk analysis
- Appendices including Industrial and Economic Outlook; five year forecasts for key countries for semi-finished aluminium consumption and primary aluminium consumption; estimates and forecasts of capacity and production by major producers; five year estimates of world smelting capacity and world smelting production; ownership of world smelting capacity
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- Concise analysis with chapters on demand for semi finished products, prospects for primary demand, outlook for production, project costs and energy and the long term price outlook and smelter capacity requirement
- Market balance for aluminium by major region through to 2025 including production and capacity data by smelter
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- Concise analysis with chapters on China, Asia ex-China, The Americas and Europe/Africa all including analysis of market trends focusing on the transportation, packaging and industrial markets
- Five year rolling mill capacity forecasts and analysis of major developments; Rolled products demand forecasts by region and end-use; Historical and forecast net sheet trade positions
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- Forecasts supply, demand, trade and prices for Ammonium Sulphate in all major countries and regions around the world for the next five years
- Breakdown of Ammonium Sulphate supply by production route, including supply from caprolactam, synthetic-routes, coke ovens, MMA, acrylonitrile, gypsum, emissions control and other chemicals sectors. Detailed discussion of key agricultural drivers of Ammonium Sulphate demand
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- Forecasts supply, demand, trade and prices for Animal Feed Phosphate in all major countries and regions around the world for the next five years
- Coverage of the dicalcium phosphate (DCP), monocalcium phosphate (MCP) and defluorinated phosphate (DFP) markets
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- Provides in-depth long-term analysis of the automotive sector to 2040, split by region and vehicle type (light vehicles, heavy vehicles and buses)
- Forecasts on electric vehicle uptake in the relevant vehicle categories, split between pure electric vehicles, hybrids, plug-in hybrids and fuel cells
- Overview of the implications of electric vehicle uptake on the major battery metals and other elements (cobalt, nickel, lithium, manganese, graphite and PGMs)
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- Coverage on demand for alumina to 2040; alumina supply to 2040, bauxite supply to 2040, bauxite demand to 2040, outlook for third party alumina and bauxite markets, and risks and strategic implications
- Appendices including industrial and economic outlook, bauxite value in use, non-metallurgical grade bauxite, key bauxite investment issues, company balances, bauxite and alumina technology and forecast of bauxite and alumina production
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- Chapters analysing supply and demand over the next five years, the outlook for third party alumina and bauxite markets, and analysis of bauxite and alumina prices
- Appendices including Industrial and Economic Outlook, ownership of assets, company balances, comprehensive databases for alumina supply and demand, bauxite supply and demand, and third party supply and demand
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- Concise analysis on the outlook for primary aluminium, green and calcined petroleum coke, coal tar pitch, anodes and cathode blocks
- Appendices including Industrial and Economic Outlook; technical descriptions of the coking, calcining, distilling and anode production processes; coking, calcining, coal tar pitch, anode and cathode block capacities; ownership of world aluminium smelting and carbon product asset capacity
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- Chapters on demand, supply, supply demand-balances and prices
- Provides an in-depth analysis of the market over the next five years with 100% of Cobalt mine production estimates by operation
- Provides regular bi-weekly price assessments of cobalt metal and cobalt sulphate for Europe, USA and China
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- An in-depth review of the market for copper concentrates and TC/RCs with forecasts for five years ahead
- Concise summary with chapters on the treatment charge forecast , the structure of the concentrates market, and mine and smelter production, and the concentrates balance
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- Analysis on long term copper trends in consumption (including regional forecasts); new investment in copper supply and long term price outlook and risk
- On supply, our detailed analysis of production in all major countries and regions is combined with individual Copper Mine Project Profiles. Providing visability to more than 90 of the world’s most influential projects
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- This service analysis each of the key copper market fundamentals: production, consumption, balance and prices
- Copper price forecasts for the next two years and annual copper forecasts thereafter out to five years provided for: Refined consumption; Mine production; Smelting production; Concentrates balance; Copper prices; Refined production; Refined market balance (China and World ex-China); Exchange and other reported stocks; LME prices
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- Provides in-depth coverage of the global crude steel industry through over the next five years, as well as annually updated long-term forecasts (until 2035)
- Analysis and forecasts for consumption and production of finished steel by type of product as well as production of crude steel, hot metal and DRI/HBI
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- Provides a medium-term market analysis service for supply, demand and trade for ferrochrome and chrome ore in all major countries and regions around the world
- Analysis includes, key narratives in graphical form and scenario analysis, is accompanied by detailed chapters covering high carbon ferrochrome, medium/low carbon ferrochrome and chrome ore
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- Forecasts supply, demand, trade and prices for Fertilizer Nitrates in all major countries and regions around the world for the next five years.
- Product coverage includes Fertilizer Grade Ammonium Nitrate (FGAN), Calcium Ammonium Nitrate (CAN) and Urea Ammonium Nitrate (UAN).
- CRU's comprehensive site by site database of current and planned supply provides a robust and transparent forecast of nitrates capacity.
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- In-depth analysis of the global markets for high voltage, extra high voltage and submarine power cables
- For each cable this report provides a Market overview, Production (by country/region), Manufacturers and capacity, Trade, Consumption (by country/region), Market drivers and issues and Market forecasts
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- The report includes current and forecast prices (through to 2019) for Thermal Phosphoric Acid (TPA) and Purified Wetprocess Acid (PWA) in China, Europe and the USA, derived from trade data
- Supply analysis is included, with a global cost assessment for food grade PWA/TPA production (cash) costs, both current and for the future
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- Rigorous market analysis for long-term supply, demand and prices for iron ore through to 2035
- Long term forecast for the DR pellet premium and long term forecasts split by product segment - sinter fines, lump ore, pellet / pellet feed market segments are analysed individually
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- Detailed analysis of the global markets for sinter fines, lump, pellet and pellet feed through the next five years
- Forecasts for demand, supply and trade on a country-by-country basis, alongside our expectations for key prices and freight rates through the five-year forecast period
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- Provides concise summaries supported by detailed analysis of the key drivers behind recent LME lead price movements, to provide insight into what is likely to underpin the future direction of LME lead prices
- Detailed five-year forecasts for global consumption, production (mine, primary and secondary smelter output), concentrate balances and treatment charges (TCs), refined lead market balances and LME lead prices
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- Comprehensive market analysis and forecasts for lithium supply, demand, prices and production costs out to 2024
- Forecasts for both lithium carbonate and lithium hydroxide and our 2019 cost curve covers 100% of global lithium supply
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- Concise analysis with chapters on supply, demand and balance/prices
- Provides an in-depth examination of the markets for manganese, silicomanganese, high-carbon and refined ferromanganese and manganese ore through the next five years
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- Analysis and forecasts in demand, supply, trade and prices for all major countries and regions around the world
- An in-depth examination of the global markets for steel scrap, pig iron and DRI/HBI through to the next five years
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- Utilises the expertise of CRU’s analysts in London, Beijing, Mumbai and the US in order to examine in detail the metallurgical coal industry through to 2035
- Long term price forecasts using CRU’s unique Compass Methodology
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- Examination of the global market for metallurgical coal prices through the five years
- Analysis of the current market situation and detailed five-year forecasts for supply, demand, trade and prices in all major countries and regions worldwide
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- Analyses all major regions and countries worldwide and our forecasts for the Global metallurgical coke market through the next five years
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- Forecasts for supply, demand and molybdenum prices for the next five years as well as long-term point forecasts for the next ten years
- Chapters on Consumption (first-use and end-use); Regional demand trends; Mine production (by-product, primary and regional); Secondary supply (catalyst recovery); The roaster sector (capacity and production); Market balances (China and World ex-China); Cost curve service (by-product and primary mines); and Price forecasts
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- The latest market developments and a five-year nickel price forecast for: production, consumption, prices, scrap consumption, stainless steel output, LME prices, LME stocks and market balance
- An Industrial and Economic Outlook; Greenfield Projects and Brownfield Expansions; Nickel in China
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- Forecasts supply, demand, trade and prices for phosphate fertilizer in all major countries and regions around the world for the next five years
- Comprehensive downloadable data on global demand, supply, capacity, trade and prices
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- Forecasts supply, demand, trade and prices for phosphate rock in all major countries and regions around the world for the next five years
- Comprehensive site by site database of current and planned supply provides a robust and transparent forecast of phosphate rock capacity
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- Forecasts supply, demand, trade and prices for potassium chloride in all major countries and regions around the world for the next five years
- CRU's comprehensive site by site database of current and planned supply provides a robust and transparent forecast of potash capacity
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- Provides a five year forecast for supply, demand, trade and prices for potassium sulphates and potassium nitrate in all major countries and regions around the world
- This report examines the effects of increased SOP supply in Europe and North America; China's slowdown of SOP capacity additions; increased NOP capacity in South America and the Middle East and the changing supply dynamics of potassium magnesium fertilizers with increasing polyhalite sales
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- An in-depth review and five year forecast of the global precious metals industries of gold, silver, platinum and palladium
- Assesses the impact that current prices will have on the fundamentals of gold, silver, platinum and palladium supply and demand, assessing whether these prices are sustainable given likely drivers of investment activity
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- Concise analysis with chapters on supply, demand and balance/prices, with appendices on Industrial and Economic Outlook and Chinese capacity.
- Service analyses supply, demand, trade and prices for silicon in all major countries and regions and provides CRU's independent five-year forecasts for all market fundamentals
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- In-depth and global examination of the latest developments and five year forecasts for hot and cold rolled stainless steel flat products markets
- Concise analysis with chapters on a global overview, Asia, Western Europe, North America, and Rest of the world. Each chapter comprehensively covers stainless steel hot and cold rolled flat products in that region
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- In-depth and global examination of latest developments and five-year forecasts for all steel long products markets: Rebar, Merchant bar, Wire rod, Beams, Rail, Seamless tube, pipe and Billet
- Includes price forecasts for key regions, plus our expectations for demand, supply and trade on a country-by-country basis
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- Provides a forecast of plate consumption, production and prices five years ahead, with the first two years (and all 5 years for prices) broken out by quarter
- Consumption and production are detailed separately for reversing mill plate and for strip or Steckel mill plate. Price forecasts are for heavy gauge plate (10-50mm or 3/8-2”).CRU's demand forecasting model projects consumption for the following end-use categories: Construction; Line pipe, Offshore, Shipbuilding, Heavy engineering, Transport and other end-uses
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- Presents historical data and five year forecasts of production, consumption, net trade and prices for hot-rolled, cold-rolled and galvanized steel sheet
- Monthly updated price forecasts covering the markets of: US domestic; German domestic; Far East import and Chinese domestic markets
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- Forecasts supply, demand, trade and prices for Sulphur in all major countries and regions around the world for the next five years
- CRU's comprehensive site by site database of current and planned supply provides a robust and transparent forecast of sulphur capacity
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- Forecasts supply, demand, trade and prices for sulphuric acid in all major countries and regions around the world for the next five years
- CRU's comprehensive site by site database of current and planned supply provides a robust and transparent forecast of sulphuric acid capacity
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- Forecasts supply, demand, trade and prices for Technical Ammonium Nitrate (TAN) in all major countries and regions around the world for the next five years
- The outlook for global metals and mining output and the effect on global and regional explosives demand, plus the potential for new supply in TAN
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- Delivers a global perspective on the industry quantifying the demand in more than 50 markets by application, and derives regional and worldwide totals by application and fibre type
- Also included is an update of the main telecom and economic indicators, as well as profiles of the main fibre and cable manufacturing groups and external copper telecom cable production and demand
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- CRU's Thermal Coal Market Outlook analyses the global seaborne thermal coal market, identifying key supply and demand market fundamentals
- It complements the CRU Thermal Coal Cost Service by pulling together research and analysis to show industry costs and profitability by major supplying region
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- Forecasts supply, demand, trade and prices for UAN in all major countries and regions around the world for the next five years
- The report examines whether the surge in US UAN production will see imports into the US collapse. Additionally, the report will look into growth in Chinese UAN output and if it will target the US west coast and Brazil
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- Examines uranium supply, demand and prices in all key regions around the world
- CRU's uranium service combines a long term market outlook covering the next 25 years and a cost report and data service
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- Forecasts supply, demand, trade and prices for Urea in all major countries and regions around the world for the next five years
- CRU's comprehensive site by site database of current and planned supply provides a robust and transparent forecast of urea capacity
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- Provide in-depth market analysis and five-year forecasts for the production, consumption and price of all major wire and cable products
- Comprehensive service based on detailed coverage of the entire Wire and cable industry – Low Voltage Energy, Copper Power Cable, Aluminium Power cable, External Copper Telecom, Internal Telecom/ Data, Winding Wire, Fibre Optic Telecom/ Data
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- Forecasts global, regional and national consumption, mine production and smelter output, concentrate market balances and treatment charges, metal market balances and LME prices
- Contains both concise market summaries and detailed analysis and explanation of all key market drivers
Find out more about CRU’s Analysis services
CRU's unique services are the product of both our in-depth understanding of the markets and close contact with our customers. We want to hear from you.
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