|
Commodity
|
Price
|
Price
Drivers
|
|
Steel
(10/07:
Monthly Data)
|
|
Source
|
Latest available movement
|
M-o-M%
|
Q-o-Q%
|
Y-o-Y%
|
|
MEPS
|
Global Steel
|
0.6%
|
6.6%
|
13.3%
|
|
MEPS
|
North America Steel
|
2.4%
|
6.2%
|
18.3%
|
|
MEPS
|
Europe Steel
|
-0.4%
|
7.9%
|
14.0%
|
|
MEPS
|
Asia Steel
|
-0.2%
|
6.0%
|
0.7%
|
|
MEPS
|
Global Stainless Steel – HRC Grade 304
|
1.5%
|
4.1%
|
13.3%
|
|
MEPS
|
Global Stainless Steel – HRC Grade 316
|
1.9%
|
4.9%
|
16.2%
|
|
SEIFSA (Table E-A)
|
South Africa: Domestic steel - Hot rolled
|
-1.1%
|
0.1%
|
4.2%
|
|
§
Iron-ore
§
Nickel
§
China
§
India
§
Steel consumption
increases when economies are growing, as governments invest in infrastructure
and transport, and build new factories and houses.
|
|
Brent Crude
Oil
(04/08:
Bloomberg)
|
Brent Crude Oil $ 85.10 per
barrel↑
|
§
Economic instability
|
|
Exchange
rates:
(04/08: News
24, Reuters, XE.com Inc.)
|
ZAR/$ 16.51↓
ZAR/£ 22.17↑
ZAR/€ 19.00↓
|
AUD/$ 1.42↓
AUD/CN¥ 0.21↓
AUD/PGK 0.32↓
|
BRL/$ 5.10↓
CLP/$ 925.10↑
PEN/$ 3.39↓
|
§
Economic instability
|
|
Labour
§
South Africa (01/07)
§
Australia (1Q2026)
|
5.5% average wage increase
3.3% (Labour cost: Total
hourly rates of pay excl. bonuses: Private: All industries)
|
§
Strikes & Wage disputes
|
|
Electricity
§
South Africa
(Eskom)
§
Australia (1Q2026)
|
8.76% average
price increase
-2.56% (PPI:
Manufacturing Input: Electricity)
|
§
Possible supply
shortages
|
|
Gold
(04/08: Bloomberg)
(04/08: ETSA
Calculations)
|
Gold $ 4 060.84/troy
ounce↓
Gold R 2 155 529.71/kilogram↑
|
§
Economic instability
|
|
Platinum
(04/08:
Bloomberg)
|
Platinum $ 1 648.26/troy
ounce↓
|
§
Economic instability
|
|
Silver
(04/08:
Bloomberg)
|
Silver $ 59.14/troy ounce↑
|
§
Economic instability
|
|
Palladium
(04/08:
Kitco)
|
Palladium $ 1 257.00/ounce↓
|
§
Economic instability
|
|
Rhodium
(04/08:
Kitco)
|
Rhodium $ 7 825.00/ounce→
|
§
Economic instability
|
|
Uranium
(29/07: UxC:
Weekly Spot Price)
|
Uranium $ 86.25/pound↑
|
§
Economic instability
|
|
Aluminium
(04/08: LME)
|
Aluminium $ 3 259.50/tonne↑
|
§
USA
§
Global demand &
supply
|
|
Copper
(04/08: LME)
|
Copper $ 13 944.50/tonne↑
Copper $ 6.33/lb↑
|
§
USA, China, Chile
§
Global demand
|
|
Lead
(04/08: LME)
|
Lead $ 1 827.50/tonne↓
|
§
Global demand & supply
§
Economic instability
|
|
Coal Richards
Bay
(04/08: ICE)
|
Coal $ 106.80/tonne↓
|
§ Global demand & supply
§
Economic instability
|
|
Iron Ore 62% Fe
(04/08: CFR)
|
Iron Ore $ 93.66/tonne↓
|
§
Global demand & supply
§
Economic instability
|
|
Ammonia
(02/07:
Monthly Data)
|
Ammonia
(Arabian Gulf) $ 650.00/tonne→
|
§
USA, China
§
Global demand &
supply
|
|
|
|
|
|