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モリブデンの世界市場:2030年までの展望、第16版

Molybdenum: Outlook to 2030, 16th Edition

発行 Roskill Information Services 商品コード 942688
出版日 ページ情報 英文
納期: 即日から翌営業日
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モリブデンの世界市場:2030年までの展望、第16版 Molybdenum: Outlook to 2030, 16th Edition
出版日: 2020年08月31日発行予定 ページ情報: 英文
概要

モリブデンの大部分は、銅の副産物として生産されており、2019年には全体の73%が銅の副産物として生産され、27%がモリブデン鉱山で生産されています。主な用途は鉄鋼生産で、全体の80%を占めており、残りの20%は超合金、モリブデン金属、化学薬品などで使用されています。モリブデン市場では、米国と中国の貿易戦争に対する懸念が高まっており、2019年には酸化モリブデンの価格が4.1%減少し、3年連続で伸びていた需要も2.4%減少しています。モリブデンの生産量が最も多い中国では、2019年の生産量が前年に比べ2%増加しましたが、2位のチリの生産量は10%落ち込んでいます。新型コロナウイルス感染症(COVID-19)のパンデミックにより、2020年のモリブデン業界は新たな課題に直面します。各国政府が実施したロックダウン措置は、経済活動の急激な減速をもたらしており、鉱山の操業率も低下しています。2020年第1四半期には、酸化モリブデンの価格が前年同期比で18%減少しており、一部の鉱山が生産量削減などの対応をとりましたが、2021年以降は生産量が回復する見通しです。

当レポートは、世界のモリブデン市場を調査したもので、サプライチェーンの流れ、世界的な生産と消費の状況、生産コスト、国際的な取引、今後の展望、生産国と企業のプロファイル、消費動向などの情報を提供しています。

目次

  • 1.エグゼクティブサマリー
  • 2.サプライチェーンのフローチャート
  • 3.世界の生産状況
  • 4.生産コスト
  • 5.世界の消費状況
  • 6.国際的な取引
  • 7.価格
  • 8.展望
  • 9.背景
  • 10.持続可能性
  • 11.生産国のプロファイル
  • 12. 企業のプロファイル
  • 13.用途別の消費状況
目次

Roskill estimates that the iron and steel industry accounts for around 80% of primary molybdenum use, while superalloys, molybdenum metal and chemical uses account for the remaining 20% of primary molybdenum use.

Following a slight recovery in 2018, the molybdenum oxide price declined by 4.1% in 2019, as fears of a trade war between the USA and China hurt market sentiment. Demand dynamics swung from a three-year successive growth to a 2.4% decline in 2019, underpinned especially by markets in Europe and the USA, contributing to the price weakness over the year.

In light of the price and demand trends, molybdenum supply edged up by only 0.8% in 2019, a similar growth rate to 2018, but well down on 2017's 13.1% supply growth. China remained the world's largest producer of mined molybdenum in 2019, with production rising by 2% y-o-y, however production from Chile, the world's second-largest producer, dropped by 10%. Supply increased in the USA, Peru and Mexico, the next three-largest producers, which offset the drop from Chile.

Most molybdenum supply is produced as a by-product from the copper mining industry. In 2019, Roskill estimates that 73% was from by-product sources with only 27% of supply coming from primary molybdenum mines. These shares used to be far more evenly matched, but the industry responded to the last period of weak prices by curtailing capacity at primary mines, or by outright closures. By-product mines were far less affected by that downturn as these mines' primary focus is the copper market.

The molybdenum industry faces new challenges in 2020, as the world grapples with the COVID-19 pandemic. Various confinement measures imposed by governments across the world have resulted in a sharp slowdown in economic activity, while some mines have also been forced to operate at a reduced rate. The molybdenum oxide price has fallen by 18% y-o-y in Q1 2020 and some miners have responded by cutting back production at certain operations.

The scale of the impact that COVID-19 could have on the market is constantly evolving. Longer-term fundamentals should be supportive of the molybdenum market, however, with Roskill expecting output of steel and stainless steel to recover from 2021 onwards.

Molybdenum mine production, 2000-2019 (kt Mo)

Roskill experts will answer your questions:

  • To what extent are molybdenum supply and demand likely to be affected by the COVID-19 pandemic?
  • How quickly is the industry likely to recover from 2019's relative weakness and from what is likely to be a very weak 2020?
  • Will the share of supply from by-product mines continue to rise?
  • What is the outlook for the steel and stainless steel industry?
  • How are prices likely to perform in the next decade?

Subscribe now and receive:

  • Detailed report with ten-year forecasts for demand, supply and prices
  • Access to the report via Roskill Interactive for up to 5 users
  • Quarterly updates to keep you up to speed on our latest view of the industry
  • Access to Roskill specialists for key market queries
  • Option to download tables and graphs from the report
  • A summary PowerPoint of key report findings

Table of Contents

  • 1. Executive Summary
  • 2. Supply Chain Flowchart
  • 3. World Production
  • 4. Production Costs
  • 5. World Consumption
  • 6. International Trade
  • 7. Prices
  • 8. Outlook
  • 9. Background
  • 10. Sustainability
  • 11. Country Profiles
  • 12. Company profiles
  • 13. Consumption by First Use