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세계의 몰리브덴 시장 전망(-2030년) : 제16판

Molybdenum: Outlook to 2030, 16th Edition

리서치사 Roskill Information Services
발행일 2020년 08월 31일 발행예정 상품 코드 942688
페이지 정보 영문
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세계의 몰리브덴 시장 전망(-2030년) : 제16판 Molybdenum: Outlook to 2030, 16th Edition
발행일 : 2020년 08월 31일 발행예정 페이지 정보 : 영문

몰리브덴의 대부분은 구리의 부산물로서 생산되고 있으며, 2019년에는 전체의 73%가 구리의 부산물로서 생산되고 27%가 몰리브덴 광산에서 생산되었습니다. 주요 용도는 철강 생산으로 전체의 80%를 차지하고 있으며, 나머지 20%는 초합금, 몰리브덴 금속, 화학제품 등에서 사용되고 있습니다. 몰리브덴 시장에서는 미국과 중국의 무역전쟁에 대한 우려가 높아지고 있으며, 2019년에는 산화 몰리브덴의 가격이 4.1% 감소하고 3년 연속 성장하던 수요도 2.4% 감소했습니다. 몰리브덴의 생산량이 가장 많은 중국에서는 2019년 생산량이 전년에 비해 2% 증가했으나, 2위 칠레의 생산량은 10% 하락했습니다. 신종 코로나바이러스 감염증(COVID-19)의 팬데믹에 의해 2020년 몰리브덴 업계는 새로운 과제에 직면합니다. 각국 정부가 시행한 록다운 조치는 경제활동의 급격한 감속을 초래하고 있으며, 광산의 조업률도 하락했습니다. 2020년 1분기에는 산화 몰리브덴의 가격이 전년 동기비 18% 감소했으며, 일부 광산이 생산량 삭감 등의 대응을 취했으나 2021년 이후에는 생산량이 회복될 전망입니다.

세계의 몰리브덴 시장을 조사했으며, 공급망의 흐름, 세계의 생산과 소비 상황, 생산비용, 국제 거래, 향후 전망, 생산국과 기업의 개요, 소비 동향 등의 정보를 정리하여 전해드립니다.


  • 1.개요
  • 2.공급망 플로 차트
  • 3.세계의 생산 상황
  • 4.생산비용
  • 5.세계의 소비 상황
  • 6.국제 거래
  • 7.가격
  • 8.전망
  • 9.배경
  • 10.지속가능성
  • 11.생산국 개요
  • 12. 기업 개요
  • 13.용도별 소비 상황
KSA 20.07.02

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
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