Metals Weekly - Motilal Oswal

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20 May 2013 16Metals WeeklyNon-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
20 May 2013 17Metals WeeklyCommodity forward curvesLME aluminum (USD/ton)2,600Current 1-week ago 3-month ago2,4002,2002,0001,800Jun-13Sep-13Dec-13Mar-14Jun-14Sep-14Dec-14Mar-15Jun-15Sep-15Dec-15Mar-16Jun-16Sep-16Dec-16Mar-17Jun-17Sep-17Dec-17Mar-18Jun-18LME copper (USD/ton)8,5008,2007,9007,6007,3007,0006,700Current 1-we ek a go 3-month agoJun-13Sep-13Dec-13Mar-14Jun-14Sep-14Dec-14Mar-15Jun-15Sep-15Dec-15Mar-16Jun-16Sep-16Dec-16Mar-17Jun-17Sep-17Dec-17Mar-18Jun-18LME zinc futures (USD/ton)2,5002,4002,3002,2002,1002,0001,9001,800Current 1-week ago 3-month agoJun-13Aug-13Oct-13Dec-13Feb-14Apr-14Jun-14Aug-14Oct-14Dec-14Feb-15Apr-15Jun-15Aug-15Oct-15Dec-15Feb-16Apr-16Jun-16Aug-16Oct-16Dec-16Base metals US spot premium (USD/ton)300Aluminium Zinc CopperCopper spot premium haveincreased 14.3% WoW due tosupply side constraints fromIndia and Indonesia23517010540Dec-06Mar-07Jul-07Nov-07Feb-08Jun-08Oct-08Jan-09May-09Sep-09Jan-10Apr-10Aug-10Dec-10Mar-11Jul-11Nov-11Feb-12Jun-12Oct-12Jan-13May-13Source: Metal Bulletin, Bloomberg, MOSL
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