Introduction

Contents

1. Steel industry recovery increasingly driven by ex-China growth
    
2. EV recovery strength varies by region, driving changes to battery chemistry mix
    
3. Not all metal bull runs are the same
    
4. China iron ore demand may stay strong on high steel output level​​​​​​​

 

This report aggregates research and analysis from BloombergNEF and Bloomberg Intelligence to anticipate world metals trends. Metals markets saw a recovery in 2H of 2020, from the pandemic-induced lows in the first half of the year. Read on for the major trends to watch in 2021, both in the industrial and battery metals segments.