Managing Director, GFMS Metal Consulting Ltd
Member of the Industrial Council
Neil Buxton is Managing Director at GFMS Metals Consulting. Mr. Buxton has more than 20 years of experience in analyzing market developments within the non-ferrous and steel industry in both consultancy and investment banking environments. He focuses on the supply-demand balance and price outlook for base metal and steel markets. Mr. Buxton established GFMS Metals Consulting in October of 2002 to provide a wide range of research services across the base metal, steel, and related sectors. He commenced his career with the consultancy CRU in 1982. Since then, Mr. Buxton has carried out analysis on the metals markets for the investment bank Shearson Lehman Brothers, and the trade publication Metal Bulletin. He produces a number of regular in-depth reports focusing on the latest trends and developments in the base metals and steel markets. (This is me - Update Profile)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Where are we in the supercycle?
December 12, 2007
Neil Buxton, Managing Director, GFMS Metal Consulting Ltd
The Base Metals Market Briefing | www.gfms-metalsconsulting.com
Base metal prices have come under pressure on the back of weak demand, not only in in the US, but also increasingly in Europe and Japan. This threatens to overshadow, in the short-term, the still strong demand growth from China. Nickel and zinc prices have already fallen by 50% from their...
Will record high nickel prices kill the golden goose
May 28, 2007
Neil Buxton, Managing Director, GFMS Metal Consulting Ltd
Stainless steel production to grow further – but at a slower rate | www.worldsteel.org
Nickel demand has benefited from the sharp gains in stainless steel output. However nickel is now the single most important cost in the production os stainless steel. As such stainless steel prices have increased and demand for stainless is beginning to be affected. Nickel demand is...
Consolidation rather than exploration
April 2, 2007
Neil Buxton, Managing Director, GFMS Metal Consulting Ltd
Analysts clamour for higher LionOre bid | www.theglobeandmail.com
Xstrata's move for LionOre reinforces the latest trend that it is easier to buy existing production rather than develop new projectsThere remain major financial and technological risks concerning the next generation of nickel "mega" projects
Putting the base metal super cycle theory to the test
October 6, 2006
Neil Buxton, Managing Director, GFMS Metal Consulting Ltd
The Base Metals Market Briefing | www.gfms-metalsconsulting.com
At this stage in most previous commodity price cycles, the fundamentals would be coming under pressure as demand began to slow as the supply response to the high base metal prices began to emerge.However despite record nominal prices in many cases, there is little evidence of a deterioration...
| Study Group Name | No. Members |
|---|---|
| Steel Experts | 496 |
| Platinum Metals Group Experts | 89 |
| Stainless Steel Experts | 99 |
| Copper Mining Experts | 113 |
November 29, 2006 | New York
GLGi: Base Metals: Putting the Super Cycle Theory to the Test