|
Commodity
|
Price
|
Price
Drivers
|
|
Steel
(18/08:
Monthly Data)
|
|
Source
|
Latest available movement
|
M-o-M%
|
Q-o-Q%
|
Y-o-Y%
|
|
MEPS
|
Global Steel
|
-0.6%
|
3.6%
|
11.9%
|
|
MEPS
|
North America Steel
|
1.2%
|
6.2%
|
18.0%
|
|
MEPS
|
Europe Steel
|
-0.4%
|
1.7%
|
18.1%
|
|
MEPS
|
Asia Steel
|
-1.9%
|
2.6%
|
-1.8%
|
|
MEPS
|
Global Stainless Steel – HRC Grade 304
|
-1.4%
|
2.3%
|
11.3%
|
|
MEPS
|
Global Stainless Steel – HRC Grade 316
|
-0.1%
|
4.3%
|
14.2%
|
|
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
(21/08:
Bloomberg)
|
Brent Crude Oil $ 93.33 per
barrel↑
|
§
Economic instability
|
|
Exchange
rates:
(21/08: News
24, Reuters, XE.com Inc.)
|
ZAR/$ 16.08↑
ZAR/£ 21.94↑
ZAR/€ 18.80↑
|
AUD/$ 1.40↑
AUD/CN¥ 0.21↑
AUD/PGK 0.31↓
|
BRL/$ 5.20↓
CLP/$ 922.42↓
PEN/$ 3.35↑
|
§
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
(21/08: Bloomberg)
(21/08: ETSA
Calculations)
|
Gold $ 4 537.76/troy
ounce↑
Gold R 2 345 949.34/kilogram↑
|
§
Economic instability
|
|
Platinum
(21/08:
Bloomberg)
|
Platinum $ 1 870.60/troy
ounce↑
|
§
Economic instability
|
|
Silver
(21/08:
Bloomberg)
|
Silver $ 69.76/troy ounce↑
|
§
Economic instability
|
|
Palladium
(21/08:
Kitco)
|
Palladium $ 1 329.00/ounce↑
|
§
Economic instability
|
|
Rhodium
(21/08:
Kitco)
|
Rhodium $ 8 550.00/ounce→
|
§
Economic instability
|
|
Uranium
(19/08: UxC:
Weekly Spot Price)
|
Uranium $ 87.55/pound↑
|
§
Economic instability
|
|
Aluminium
(21/08: LME)
|
Aluminium $ 3 181.00/tonne↓
|
§
USA
§
Global demand &
supply
|
|
Copper
(21/08: LME)
|
Copper $ 14 169.00/tonne↓
Copper $ 6.43/lb↓
|
§
USA, China, Chile
§
Global demand
|
|
Lead
(21/08: LME)
|
Lead $ 1 847.00/tonne↑
|
§
Global demand & supply
§
Economic instability
|
|
Coal Richards
Bay
(21/08: ICE)
|
Coal $ 110.25/tonne↑
|
§ Global demand & supply
§
Economic instability
|
|
Iron Ore 62% Fe
(21/08: CFR)
|
Iron Ore $ 95.16/tonne↓
|
§
Global demand & supply
§
Economic instability
|
|
Ammonia
(05/08:
Monthly Data)
|
Ammonia
(Arabian Gulf) $ 642.00/tonne↓
|
§
USA, China
§
Global demand &
supply
|
|
|
|
|
|