Malaysia Metals Report Q3 2012

  • ID: 2221444
  • August 2012
  • Region: Malaysia
  • 35 pages
  • Business Monitor International
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The Malaysia Metals Report provides industry professionals and strategists, corporate analysts, metals associations, government departments and regulatory bodies with independent forecasts and competitive intelligence on Malaysia's metals industry.

The Malaysian steel industry will likely face a challenging period in 2012, with margins and earnings facing a severe squeeze, amid a slowdown on both global and domestic markets. Input costs and electricity tariffs are set to rise and domestic steel prices will weaken. Meanwhile, the eurozone crisis and a slowdown in developing countries, particularly China, will lead to resistance towards increases in the local steel price beyond MYR2,300/tonne. Iron ore prices will be affected by a rise in India's export duty from 20% to 30% and supply disruptions from Australia and Brazil.

We expect steel production growth in 2012 to reach just 5.0% y-o-y, a sharp decline from the 2011 growth rate of 14.8%. We expect production to increase to 6.9mnt in 2012. Despite weakness in the regional market for steel due to the oversupply situation and overall weaker economic growth, demand will be underpinned by infrastructural activities from the READ MORE >

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Executive Summary 5

SWOT Analysis 7

Malaysia Business Environment SWOT 7

Industry Forecasts 8

Steel: Implementation Risks Abound 8
Table: Malaysia's Steel Consumption & Production 9

Tin: Strong Growth Potential In Refined Tin Production 10
Table: Malaysia's Tin Production & Consumption 11

Macroeconomic Outlook 12

Commodities Forecast 14

Steel To Average US$500/tonne In 2012 14
Table: BMI Steel Forecasts 14
Table: Steel Price Data, (US$/TONNE) 19

Commodity Strategy 20

Monthly Metals Update 20

Steel Prices Have Topped Out 21

Copper: Relative Outperformer But Still Weak 22

Tin To Outperform 22

Aluminium: Substantial Support Around US$1,900/tonne 23

Nickel: Oversupply Pushing Prices Lower 24

Break Of Support On The Cards For Lead 26

Zinc: Downward Trend Continues 26
Table: Select Commodities - Performance & BMI Forecasts 27

Competitive Landscape 28

Steel Companies Ramping Up Production 28

Regulatory Development 29

Company Profiles 31

Malaysia Smelting Corporation Berhad 31
Table: Malaysia Smelting Corporation's Financial Results 33

BMI Methodology 34

How We Generate Our Industry Forecasts 34

Cross Checks 34

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