Presentation Regional Analysis: European Cable Markets - ICF · Presentation Regional Analysis:...
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0 Presentation Regional Analysis: European Cable Markets Philip Radbourne Director – Research, Wire & Cable Team Integer Research Ltd, London Office ICF Congress, Amsterdam 2014
Transcript of Presentation Regional Analysis: European Cable Markets - ICF · Presentation Regional Analysis:...
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Presentation Regional Analysis:European Cable Markets
Philip RadbourneDirector – Research, Wire & Cable Team
Integer Research Ltd, London Office
ICF Congress, Amsterdam 2014
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• Introduction• Global Wire & Cable industry• Overview of European cable markets• Leading suppliers• Conclusions – questions & answer session
European Cable Markets
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• Founded in 2002 in London
• Integer tracks range of industries, from cable,
power systems, metals, mining, through
chemicals and emissions
• 55 staff in London, 95% of business outside the
UK
• Offices in Beijing and Tokyo
• Running 3rd Advanced Cable Asia Conference in
Shanghai in December 2014
• Advanced Cable Middle East in Abu Dhabi in
February 2015
Integer Research Ltd – London office
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Our Experts & Authors of the ICF SurveyPhilip Radbourne is Research Director at Integer Research Ltd. He is one of the founders of the company. Philip has more than 20 years of experience in business analysis and consulting. He presented the ICF’s South American survey in Brazil in 2012.
Josie Armstrong is Business Manager for Integer’s consulting business. Josie has experience in managing and undertaking single client assignments covering a range of industries including wire and cable, aluminium, copper and fertilizers. Josie worked for BP Australia, and spent time working in China.
Julia Belyava is a Analyst and Russian speaker. Julia has worked on a number projects in Russia and Ukraine in the Chemical and Fertilizer Industries. Julia was the main contributor to the Russian wire and cable survey and chapter.
Louisa Winnik is an analyst working across in Integer’s business areas. She is the editor for the Wire & Cable Data Service. Louisa has a BA in Geography and an MA in Public Policy from King’s College, London.
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• Introduction• Global Wire & Cable industry• Overview of European cable markets• Leading cable suppliers and manufacturing clusters• Conclusions & questions
European Cable Markets
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Rest of the world copper demand has been increasing faster than in Europe and Russia in the last 50 years
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20000
25000
Russia/CISWestern EuropeWorld refined copper consumption, '000 tonnes
Source: ICSG, ICA, World Bank, Integer Research, Bloomberg
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Russia finally catching up in terms of copper demand and recovery in its industrial base in the last decade
Source: ICSG, ICA, World Bank, Integer Research, Bloomberg
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Western Europe
Russia/CIS
Break-up of the Soviet Union‘000 tonnes refined copper
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• Introduction• Global Wire & Cable industry• Overview of European cable markets• Cable suppliers and manufacturing clusters• Conclusions & questions
European Cable Markets
Overall economic growth has slowed across the EU-28 and Russia in last 18 months
Source: IMF, Integer, Eurostat, Industry sources
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-6
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2007 2008 2009 2010 2011 2012 2013
EU-28
Russia
GDP % Change Year-on-Year
Cable demand still lacklustre in Europe and Russia in 2013
Source: IMF, Integer, Eurostat, Industry sources
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2007 2008 2009 2010 2011 2012 2013
EU-28 RussiaCable production, € million
Cable demand versus GDP in Europe
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Germany France UK Italy Spain Poland
GDP in 2013, € billion
Cable demand, € million
Source: IMF, Integer, Eurostat, Industry sources
European cable demand remains under pressure in 2014
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4.000
6.000
8.000
10.000
12.000
14.000
2007 2008 2009 2010 2011 2012 2013
PolandFranceUKSpainItalyGermany
Cable demand, € million
Source: Integer, Eurostat, Industry sources – ICF members
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• Introduction• Global Wire & Cable industry• Overview of European cable markets• Cable suppliers and manufacturing clusters• Conclusions & questions
European Cable Markets
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Germany is the leading manufacturing base in Europe
Source:
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Rest of EU-28 Germany Italy France Russia Spain Poland UK
Cable production in 2013, € million
Source: Integer, Eurostat, Industry sources – ICF members
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A snapshot of key European cable producers
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Prysmian leads production in Europe, followed by Nexans and General Cable in 2013
Source:
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5Revenues, € million
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Germany has a diverse manufacturing base, with cable plant across the country in 2014
Source:
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A snapshot of cable producers in Russia
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Four major producers in 2013, but long tale of medium sized producers in Russia
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KamskyiKabel
Uncomtech UMMC GK Sevkabel Ludnovokabel CCM Farial Others
Revenues, € million
Almost 100 cable companies across Russia
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Cablemaking in Russia is spread geographically from Baltic, the Urals to eastern Siberia
Source:
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• Introduction• Global Wire & Cable industry• Overview of Latin America cable markets• Cable suppliers and manufacturing clusters• Conclusions & questions
European Cable Markets
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Thankfully we are not discussing implications of an independent Scotland…
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Thank you for your attention
For further information and questions on the survey, please contact
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Peter DarlingtonBusiness Development Wire & Cable
Philip RadbourneDirector – Research
Tel: +44 20 7503 1265Fax: +44 20 7503 1266Integer Research Ltd
London office, Invicta House108-114 Golden Lane
London, EC1Y 0TL, UK
