CORRECTED-METALS-Base metals follow stock markets lower as dollar surges

By Kitco News / October 24, 2018 / www.kitco.com / Article Link

(Removes erroneous reference to price in paragraph 2)
* All six LME industrial metals fall
* Zinc touches 3-week high on supply fears
* Zinc deficit grows to 76,200 tonnes in August-ILZSGBy Peter HobsonLONDON, Oct 24 (Reuters) - Industrial metals prices fell onWednesday, pushed lower by a stronger dollar and losses onglobal stock markets that reflected a lack of appetite for riskyassets, though zinc touched a three-week high in earliertrading.Benchmark zinc on the London Metal Exchange (LME) closed down 0.2 percent at $2,663 a tonne after reaching itshighest since Oct. 2.The metal used to galvanise steel has outperformed otherindustrial metals since hitting a 22-month low in August. It isup 16.5 percent since then.


"The driver is tightness in the market," said SocieteGenerale analyst Robin Bhar, pointing to a large supply deficit,elevated prices for cash metal and falling exchange stockpiles.


"Although we are getting new mine supply, we don't see therefined market balancing for a few more years."


GLOBAL MARKETS: A cocktail of disappointing earnings,economic growth concerns, a spat between Italy and the EuropeanUnion and the killing of a Saudi journalist were makinginvestors nervous. DOLLAR: The dollar surged to its strongest since mid-August,pressuring metals by making them more expensive for buyers withother currencies.ZINC STOCKS: On-warrant zinc stocks in LME-registeredwarehouses -- metal available to the market -- have fallen below100,000 tonnes from almost 240,000 tonnes in August and areclose to 10-year lows. SPREAD: The premium for cash zinc over the three-month LMEcontract, at $47, remains close to Monday's $63 one-year high,signalling tight nearby supply. TECHNICALS: "The technical picture (for zinc) is brighteningafter the price appears to have successfully exceeded the100-day moving average, encouraging further buyers to jump onthe bandwagon," Commerzbank analysts said.DEFICIT: The global zinc market had a deficit of 292,000tonnes in the first eight months of the year, the InternationalLead and Zinc Study Group (ILZSG) said. In August the deficitwas 76,200 tonnes. CHINA STIMULUS: China, the largest consumer of metals, morethan quadrupled the value of fixed-asset investment projectsapproved in the third quarter from the April-June period, aspart of efforts to prop up the slowing economy. ANTOFAGASTA: Chile's Antofagasta revised itsfull-year copper production guidance to 705,000-725,000 tonnesfrom 705,000-740,000 tonnes. NORSK HYDRO: The CEO of Norway's Norsk Hydro said he expects a deficit in the aluminium market next year and is uncertainwhen an alumina plant in Brazil would resume full production. PRICES: LME copper ended down 0.3 percent at $6,179a tonne, aluminium finished 0.2 percent lower at $1,998,lead lost 0.6 percent to $2,005, nickel slipped1.2 percent to $12,225 and tin closed 0.1 percent downat $19,275.


<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^Top Base and Precious Metals Analysis - GFMS ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^> (Additional reporting by Manolo Serapio Jr.Editing by David Goodman and Adrian Croft/EmeliaSithole-Matarise)


LME price overview COMEX copper futures Base metals news All metals news All commodities news Metals diary Foreign exchange rates SPEED GUIDES)) Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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