Insights

Fibre will surge with 5G

CRU Subscriber Content
08 Jun 2017 | 
 | Region: 
Global (USA), North America (USA)
 | Topic: 
Demand

In April Verizon announced a large contract with Corning. In early May, it announced another with Prysmian. The two contracts total $1.35 billion and will cover optical cable and other networking products for a period of three years starting in 2018.

Vehicle growth is all about emerging markets

CRU Subscriber Content
06 Jun 2017 | 
 | Region: 
Global
 | Topic: 
Demand, Economic

In this Special Feature we present a regional analysis of global vehicle production. The startling conclusion is that in the period to 2021 output growth, led by China, will be almost entirely concentrated in emerging markets.

Advances in fibre design key to higher transmission speeds

CRU Subscriber Content
25 May 2017 | 
 | Region: 
Global
 | Topic: 
Demand

Large-effective area fibres will be a stepping stone to the next generation of high-speed transmission equipment, with modulation schemes achieving 400 Gbps per wavelength channel.

Aluminum Association's tough stance on Chinese imports

CRU Subscriber Content
09 May 2017 | 
 | Region: 
North America (USA)
 | Topic: 
Regulation

The US' Aluminum Association (AA) is taking unprecedented action against Chinese aluminium foil producers by filing antidumping and countervailing duty petitions in the US on behalf of its members.

Prospects for global overcapacity & Chinese steel

CRU Subscriber Content
27 Apr 2017 | 
 | Region: 
Global
 | Topic: 
Demand, Production

The variability of steel demand through the cycle, as well as the underlying cost structure of large, integrated steel mills mean that up to 15% of over-capacity is hard-wired into the steel industry and cannot be eliminated. To do so would undermine the cost structure, operating model and delivery capability of the industry generally. All mills contribute to over-capacity to some degree, which makes it difficult to single out individual mills that are wholly at fault.

China's rail targets hint at lower copper-conductor cable demand

CRU Subscriber Content
25 Apr 2017 | 
 | Region: 
Asia (China)
 | Topic: 
Demand

On the face of it, China Railway Corporation's (CRC) recent announcement that it will invest another RMB 800 billion ($115 billion) in 2017, adding 2,100 km of new track and electrifying 4,000 km of existing track, looks like it should be a broad positive for copper conductor wire and cable.

A tough year ahead for China's real estate

CRU Subscriber Content
23 Mar 2017 | 
 | Region: 
Asia (China)
 | Topic: 
Demand

This year is forecast to be a challenge for China's residential real estate and this in turn will affect demand for low voltage cables, specifically building wire.

India: strong alu conductor demand despite hurdles

CRU Subscriber Content
23 Mar 2017 | 
 | Region: 
Asia (India)
 | Topic: 
Demand

As part of an election promise to provide electricity to all of its citizens, India's government is garnering investments through a mix of higher budgetary allocations to various related schemes and by boosting private sector funding through Public Private Partnership (PPP). The increased funds have accelerated project activity and led to a higher consumption of aluminium conductor cables.

Trade barriers continue to shake up EU steel long products

CRU Subscriber Content
20 Mar 2017 | 
 | Region: 
Global
 | Topic: 
Prices

Over the past couple years, trade cases have become an increasingly important factor in the dynamics of the global steel market, and the number of trade cases continues to grow. Recently, announcements were made regarding provisional anti-dumping duties on steel rebar imported from Belarus into the EU and from Turkey into the US.

Thin project pipeline could raise 2020 copper values

CRU Subscriber Content
14 Feb 2017 | 
 | Region: 
Global
 | Topic: 
Production

Much of the recent jump in the copper price has been attributed to the potentially reflationary effects of the Trump Presidency and a stronger short-term demand outlook in China. However, sitting behind this is a strong fundamental story for copper based on increasing market deficits towards the end of the decade and into the early 2020s.