Industry – suppliers and consumers alike – have long been used to rock bottom prices of $400-500 per tonne. Miners have in recent years struck out for more lucrative or eco-friendly minerals, with lead ores largely only surfacing as a by-product. At the same time, China has been trawling overseas for lead supplies to feed a market that is seeing double digit growth. Stocks at exchanges and at consumers have taken a nose-dive.
For too long lead has been weighed down by environmental debate. Today what the industry needs is an international forum in which to pool news and views, and examine the new market reality. Metal Bulletin, with its extensive track record of independent, international and commercially focused conferences, is bring together a panel of senior lead industry experts to examine the key factors driving lead prices and to debate the length and depth of the current bull market.
If you are involved in the lead supply chain – from mine or scrapyard to batteries, sheathing or or chemicals, or if you provide goods and services to this industry – then don’t miss this unique opportunity to find out just long and how far lead can ride the crest of the wave.
Key issues to be discussed include:
- Outlook for lead prices and premiums – have we seen the peak?
- How much of the price is fundamental – and how much investor froth?
- New lead mine production – where, when, how much? Will it be enough?
- The mine-smelter interface – where will TC/RCs impact most?
- China, China, China – how much can it produce and how much will it import?
- Battery demand growth prospects – is it all the hungry Dragon?
- Chinese government policies – who are the winners – and the losers?
- What of other applications – rolled lead, stabilisers, ammunition, compounds?
- Which applications are most price-sensitive? Is substitution an issue?
- How are consumers coping with heightened volatility?
- How much more lead can recyclers bring to the table?
- What is the latest on lead and the environment – from mining to refining to end-use?
- R&D – where is it being directed, is it enough?