Davis Index: Market Intelligence for the Global Metals and Recycled Materials Markets

Chinese metal research firm Antaike expects the global zinc concentrate market to be in surplus after being in deficit this year, due to the COVID-19 pandemic, while the lead market, that has been in surplus this year, will continue to be so in 2021. 

 

The global zinc concentrate was at a deficit of 151,000mt this year. The firm expects to see an 82,000mt surplus next year. China alone however, noted a 202,000mt surplus in 2020 and is projected to be at a 132,000mt surplus in 2021. This nation is expected to witness surplus production until 2022, after which it will switch to a deficit from 2023, Antaike predicts.

 

The global refined zinc market however was at a 290,000mt surplus in 2020 and is expected to be at a 298,000mt surplus next year. China saw a 50,000mt surplus this year and will be at a 110,000mt surplus next year, according to Antaike reports. The global market is projected to be at a surplus until 2025 while China alone will be at a surplus only until 2021 and then will be at a deficit from 2022 until 2025. 

 

The global refined lead market is at a 21,000mt surplus in 2020 and is expected to grow to a 55,000mt surplus in 2021 while China alone was at a 28,000mt deficit this year and is expected to bounce back with a 77,000mt surplus in 2021. 

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