Archives: Downloads

ALUMINUM – – U.S. SANCTIONS STRANGLE UC RUSAL’S RAW MATERIALS TO LIKELY CUT OUTPUT BY 2+ MMT FROM 3.7 TO UNDER 1.7 MMT 4/18/2018

NORBORD MODEL UPDATED FOR HIGHER 2018 CAPEX AND A HIGHER 2018 OSB PRICE REALIZATION 4/17/2018

METALS – – ALUMINUM INVENTORIES CONTINUE TO RISE, WHILE COPPER FALLS IN PAST TWO WEEKS 4/16/2018

NORILSK NICKEL: RUSSIAN POLITICAL RISKS; DEBT RISES; COSTS RISE 4/11/2018  

FORTESCUE METALS LOWER LONG TERM REALIZED IRON ORE PRICES 4/10/2018  

IRON ORE INDUSTRY – – PRICES FALL IN MARCH-APRIL WITH FALL IN GLOBAL FINANCIAL MARKETS OVER TRADE WAR OR RECESSION WORRIES 4/9/2018

CONTAINERBOARD INDUSTRY – – RAISING DISCOUNT RATES TO REFLECT CYCLICAL RISKS 4/6/2018

INTERNATIONAL PAPER PRICE FLUCTUATIONS IMPACT ODDS OF A SMURFIT KAPPA ACQUISITION 4/5/2018  

METALS – – VOLUME 34 69 NEW METALS PLANTS AND 12 CONTRACTIONS IN 1Q; FOREST PRODUCTS HAS 27 EXPANSIONS AND 4 SHUTS 3/30/2018  

SPOT MARKETS – – BASE METALS PRICES FALL WITH HIGHER INVENTORY AND RECESSION WORRIES; GOLD, PAPER AND WOOD PRICES FIRMEST; BOOM IN CU & NI OUTPUTS & DEMAND 3/30/2018