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Metals Weekly - Motilal Oswal

Metals Weekly - Motilal Oswal

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20 May 2013 16<strong>Metals</strong> <strong>Weekly</strong>Non-ferrousLeadLME inventories and prices2,600InventoriesSpot0.40Lead spot prices increased1% WoW to USD2,003/tonUSD/t2,4002,2002,0001,8000.370.340.310.280.25m tons1,6000.22Apr-12May-12Jun-12Jul-12Aug-12Sep-12Oct-12Nov-12Dec-12Jan-13Jan-13Mar-13Apr-13May-13Global refined lead monthly production and YoY growth1.0ProductionYo Y - RHS25m tons0.90.80.7155-5YoY growth (%)0.6Mar-11May-11Jun-11Jul-11Aug-11Sep-11Oct-11Nov-11Dec-11Jan-12Mar-12Apr-12May-12Jun-12Jul-12Aug-12Sep-12Oct-12Dec-12Jan-13Feb-13-15China: Refined lead monthly production and YoY growth0.5ProductionYoY - RHS40m tons0.40.3200-20YoY growth (%)0.2-40Apr-11May-11Jul-11Aug-11Sep-11Oct-11Nov-11Dec-11Jan-12Feb-12Mar-12Apr-12May-12Jun-12Jul-12Aug-12Sep-12Oct-12Nov-12Dec-12Jan-13Feb-13Mar-13India: Company-wise refined lead monthly productionHZLMar-11Apr-11May-11Jun-11Jul-11Aug-11Sep-11Oct-11Nov-11Dec-11Jan-12Feb-12Mar-12Apr-12May-12Jun-12Jul-12Aug-12Sep-12Oct-12Nov-12Dec-12Jan-13Feb-13Mar-13445565667'000 tons99911111210129991111101212Source: Metal Bulletin, Bloomberg, MOSL

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