|
Commodity
|
Price
|
Price
Drivers
|
|
Steel
(21/01:
Monthly Data)
|
|
Source
|
Latest available movement
|
M-o-M%
|
Q-o-Q%
|
Y-o-Y%
|
|
MEPS
|
Global Steel
|
0.0%
|
-1.0%
|
7.3%
|
|
MEPS
|
North America Steel
|
1.7%
|
-0.2%
|
17.8%
|
|
MEPS
|
Europe Steel
|
1.9%
|
0.9%
|
0.4%
|
|
MEPS
|
Asia Steel
|
-3.5%
|
-4.3%
|
-7.0%
|
|
MEPS
|
Global Stainless Steel – HRC Grade 304
|
-1.1%
|
-0.3%
|
-3.7%
|
|
MEPS
|
Global Stainless Steel – HRC Grade 316
|
-1.6%
|
0.7%
|
0.0%
|
|
SEIFSA (Table E-A)
|
South Africa: Domestic steel - Hot rolled
|
0.0%
|
0.0%
|
3.7%
|
|
§
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
(03/02:
Bloomberg)
|
Brent Crude Oil $ 66.06 per
barrel↓
|
§
Economic instability
|
|
Exchange
rates:
(03/02: News
24, Reuters, XE.com Inc.)
|
ZAR/$ 15.98↑
ZAR/£ 21.88↑
ZAR/€ 18.88↑
|
AUD/$ 1.43↑
AUD/CN¥ 0.21↑
AUD/PGK 0.33↑
|
BRL/$ 5.26↑
CLP/$ 865.19↑
PEN/$ 3.37↓
|
§
Economic instability
|
|
Labour
§
South Africa (01/07)
§
Australia (3Q2025)
|
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 (3Q2025)
|
12.74% average
price increase
-0.06% (PPI:
Manufacturing Input: Electricity)
|
§
Possible supply
shortages
|
|
Gold
(03/02: Bloomberg)
(03/02: ETSA
Calculations)
|
Gold $ 4 811.55/troy
ounce↑
Gold R 2 472 024.90/kilogram↑
|
§
Economic instability
|
|
Platinum
(03/02:
Bloomberg)
|
Platinum $ 2 146.81/troy
ounce↑
|
§
Economic instability
|
|
Silver
(03/02:
Bloomberg)
|
Silver $ 83.42/troy ounce↑
|
§
Economic instability
|
|
Palladium
(03/02:
Kitco)
|
Palladium $ 1 733.00/ounce↑
|
§
Economic instability
|
|
Rhodium
(03/02:
Kitco)
|
Rhodium $ 9 550.00/ounce↓
|
§
Economic instability
|
|
Uranium
(28/01: UxC:
Weekly Spot Price)
|
Uranium $ 88.55/pound↑
|
§
Economic instability
|
|
Aluminium
(03/02: LME)
|
Aluminium $ 3 041.50/tonne↓
|
§
USA
§
Global demand &
supply
|
|
Copper
(03/02: LME)
|
Copper $ 12 986.00/tonne↓
Copper $ 5.89/lb↓
|
§
USA, China, Chile
§
Global demand
|
|
Lead
(03/02: LME)
|
Lead $ 1 931.00/tonne↓
|
§
Global demand & supply
§
Economic instability
|
|
Coal Richards
Bay
(03/02: ICE)
|
Coal $ 93.35/tonne↓
|
§ Global demand & supply
§
Economic instability
|
|
Iron Ore 62% Fe
(03/02: CFR)
|
Iron Ore $ 102.66/tonne↓
|
§
Global demand & supply
§
Economic instability
|
|
Ammonia
(02/02:
Monthly Data)
|
Ammonia
(Arabian Gulf) $ 520.00/tonne↑
|
§
USA, China
§
Global demand &
supply
|
|
|
|
|
|