GFMS Research and Forecasts on
Thomson Reuters Eikon
PUTTING THE WORLD’S METALS MARKETS AT YOUR COMMAND
The rapidly evolving dynamic of the metals markets means uncovering new opportunities is more complex
than ever; staying ahead of the market is critical. You can rely on Thomson Reuters Research and Forecasts
to provide you with independent analysis and forecasting for the precious and base metals markets as well
as mining, keeping you in front of the action and empowering you to act confidently.
The GFMS team at Thomson Reuters provides independent analysis and
research into the metals markets. Outlooks and forecasts cover all key traded
metals over a wide range of forward-looking periods, plus historical analysis.
This price-moving market intelligence is available via Thomson Reuters Eikon,
enabling you to place rich research and forecast information next to real-time
and historical price data, unrivaled Reuters news, community forums, and much
more for an immediate holistic view of the market.
MARKET-LEADING INSIGHT AND FORECASTS
Our expert metals analysts use continuously updated information and
sophisticated proprietary modeling to analyze and assess the fundamental
elements of the precious metals, base metals and mining markets. By
scrutinizing key supply and demand factors, field research reports, and pricing
activity alongside investment policy developments and other key drivers of
sentiment from economic and financial perspectives, our analysts are able to
provide you with pricing forecasts and an independent interpretation of where
the market is going. You may already perform similar analysis yourself or have a
team of people who do, in which case you can use Thomson Reuters Research
and Forecasts data as a broader market reference point for your own forecasts
and to support your trading decisions more thoroughly.
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INSTANT ACCESS TO THOMSON REUTERS METALS EXPERTS
The GFMS team at Thomson Reuters is a leading team of metals markets
analysts, with a global reputation for excellence and discretion. If you have a
question or want to discuss anything related to the GFMS content, just contact
one of our analysts directly via email, phone, or Eikon Messenger.
EXCLUSIVE GFMS ANALYST COMMENTARY ON
THOMSON REUTERS EIKON
GFMS team publishes exclusive Analyst Commentaries on a regular basis,
giving expert insight on metals news and market developments as well as key
economic events impacting metals markets.
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Field research and exclusive
analyst commentary.
Historical supply & demand.
Economic outlook: one, three and
ten years.
Supply & demand outlook and
price forecasts.
Investment data: ETFs, physical
bars & retail.
GFMS PRECIOUS METALS ANALYSIS PAGES ON THOMSON REUTERS EIKON
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Use the GFMS Gold, Silver, and Platinum & Palladium pages to quickly understand the key drivers behind market movements. See which factors drove price
performance in the past, what will drive the evolution of these markets in the future, and what is happening inside these sectors today.
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GFMS PRECIOUS METALS PAGES INCLUDE
•
Historical global supply and demand statistics
• Field research reports on key markets
•
Forecasts of supply, demand, and price
•
Economic outlook
• Exclusive analyst commentaries giving expert
insight on news and market developments
Supply & demand balance on all
major industrial metals including
copper, aluminium, lead, nickel,
tin and zinc.
GFMS BASE METALS ANALYSIS PAGES ON THOMSON REUTERS EIKON
Dig deeper into the base metals market (including copper, aluminium and alloy, lead, nickel, tin, and zinc) with GFMS analysis and forecasts. This powerful
combination of GFMS expert specialized analysis, real-time data from Thomson Reuters Eikon, and Reuters news and commentary gives you a unique 360-degree
view of the base metals market – and a genuine competitive edge.
GFMS BASE METALS PAGES INCLUDE
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Historical supply and demand statistics
•
Forecasts of supply, demand, and price
•
Field research reports on key markets
• Exclusive analyst commentaries giving expert
insight on news and market developments
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Search by gold mine, country,
company, mining method, capex,
costs and more.
Create your own portfolio-style
reports and build your own
cost curves.
GFMS MINE ECONOMICS: GOLD
GFMS Mine Economics provides you with detailed forward-looking and historic insight into the underlying drivers of gold-mine economics, enabling you to identify
profitable gold mines and analyze which mines and projects offer the best growth opportunities. You can use clear evaluation tools to assess possibilities and
reveal the most promising operations, including which mines and projects present the best growth and profit opportunities. Analysis is based on highly detailed,
rigorous mine-by-mine analysis of production and costs, broken down into key inputs to reveal the factors driving trends, facilitating benchmarking of assets and
peer group analysis.
Based on a stringent methodology, GFMS generates “bottom-up” analysis of mine production, energy use, mining, and processing costs, making it ideal for
benchmarking assets. The service provides in-depth production and production-cost breakdown, revenues for each operation, and cash-flow projections to 2030.
The Mine Economics Advanced Search feature allows you to search for any gold mines or projects covered using a large variety of criteria including companies,
countries, mining methods, processing method, capex, reserves, mining costs, and more. In addition, it allows you to create your own portfolio-style reports by
selecting the parameters and years you want to monitor and build your own cost curves to compare them for different years.
KEY FEATURES INCLUDE
• Global coverage – analysis of over 350 mines and
projects and over 250 operating gold mines
• Mine-by-mine analysis to 2030; detailed reserves/
resources, production, operating cost, capital cost, and
cash flow analysis
• Granular Data – distilling the mine-by-mine data into
analysis of global trends; production and industry cost
structure, cost curves
• The data can be downloaded into Excel®
The data includes: quarterly
production trends; cash costs and
total costs by region; an analysis
of supply curve quartiles and
margins; company rankings based.
At present the coverage comprises
26 copper producing companies
controlling 87 copper assets across
23 countries.
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GFMS MINE ECONOMICS: COPPER
The GFMS Mine Economics for the copper market provides comprehensive and reliable global copper industry cost data so you can add another layer of fundamental
research to your analysis.
Copper Cost Service is updated on a quarterly basis by the GFMS base metals research team. Data is produced exclusively from company releases to provide you with
the most current operating and cost data. The content includes quarterly production trends, cash costs and total costs by region, an analysis of supply curve quartiles
and margins, company rankings based on attributable production and costs, and company pages with mine-by-mine production and cost data.
KEY FEATURES INCLUDE
• Figures updated with the quarterly reporting cycle; historic
data from first quarter 2012
• Mine models built on a standard architecture with a focus
on headline operating data to avoid reliance on a raft of
estimates and assumptions that risk becoming outdated
• Benchmark mine costs in the copper industry, giving
visibility on the profitability of individual assets and
mining companies
• Key global industry graphs and charts that highlight
current development in the copper industry from a supplyside perspective
GFMS SURVEYS ON THOMSON REUTERS EIKON
The GFMS Annual Surveys are recognized as the most authoritative work within precious and base markets. First published in 1967, the Gold Survey is regarded
worldwide as the leading authority on the dynamics of the gold market. The Silver, Platinum Group Metals and Copper Surveys, though younger, rapidly established
similar reputations for detail, insight, and analysis. The GFMS Annual Surveys all provide in-depth analysis of market developments and contain a wealth of statistics
on the main gold, platinum & palladium, and copper trading, consuming, and producing countries. The Surveys contain an immense amount of primary, in-house
generated data surrounding the supply and demand fundamentals of these markets, along with, for example, trade flows and market movements, corporate
developments in the mining sector, and cost analyses. GFMS Annual Surveys include Gold Survey and its four quarterly updates, Platinum Group Metals Survey,
Base Metals Review and Outlook, and Copper Survey. All the GFMS Surveys are exclusively available on Thomson Reuters Eikon as soon as they are released.
GFMS surveys on precious and
base metals markets.
Visit financial.tr.com/energy
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