PLASTICS & METALS

---
360 degree view of the
raw material market trends
S2-2022
Laurent JACQUEMIN August 2022
Lead Buyer Plastics & mechanicals
Plastics & Metals – Raw materials market Trends

Currently, the market forecasts show a decline

Summury until late 2023, with some commodity prices
falling into 2024.
1) ENERGIES
2) PLASTICS However, our purchasing teams should
3) METALS continue to proceed with caution, as the price
4) LOGISTICS downturn will be followed by a temporary price
increase between the end of Summer 2022 and
early 2023, driven by a potential small recovery
of the economy in the new few months

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Plastics & Metals – Raw materials market Trends

 Oil
 Gas
 Coil
2) PLASTICS
3) METALS
4) LOGISTICS

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 TRENDS ENERGY – Impact of energy intensive processes
Energy-intensive processes 120
creates cost issues. Oil 110
Oil WTI Oct 20: 47,8$ 100
+38%/y Oct 21: 78,56$
Energy 90
consumption % Aug 22: 93,8 24/08/22: 80
93,8$
production cost 70
Aug 21 Nov 21 Feb 22 May 22 Aug 22
Die 8 to 15%
casting Gas 9
Natural gas
Oct 20: 2,71$/BTU
Plastic 5 to 10% +202%/y 7
Oct 21: 5,07$/BTU
Injection Aug 22: 9,19$/BTU 5
24/08/22:
9,19$
Steel Up to 30% 3
Aug 21 Nov 21 Feb 22 May 22 Aug 22
industry
450
Surface 5 to 10% Coil Coil
Oct 20: 60,74$/T 350
treatment +200%/y Oct 21: 152$/T
250
Aug 22: 382$/T 24/08/21:
(Average values)
152,5$ 150
Source: suppliers Aug 21 Nov 21 Feb 22 May 22 Aug 22
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Plastics & Metals – Raw materials market Trends

1) ENERGIES

3) METALS  Main plastics for our parts

4) LOGISTICS  Status Engineering plastics
 PS for packaging

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TRENDS PLASTICS – Main Plastics for our parts
PP Sept 20: 1150€/T Engineering plastics
+2%/y Mar 21: 1600€/T 7000
Oct 21: 1940€/T 6500
May 22: 2000€/T Stabilization by
6000
Q1 2022?
5500

PA66 GF30 Sept 20: 2800€/T 5000

+xx%/y Mar 21: 3300€/T Index engineering thermoplastics

4500
Oct 21: 4750€/T ABS, PA, PC, PMMA, POM and PBT
4000
May 22: 6775€/T
3500

3000
ABS-PC V0 Sept 20: 4930€/T
2500
+xx%/y Mar 21: 5440€/T
Oct 21: 5800€/T 2000

May 22: 6620

ABS injection moulding natural EUR/t PA 6 natural EUR/t

ABS Sept 20: 1420€/T PA 6 GF EUR/t PA 6.6 natural EUR/t

+xx%/y Mar 21: 2310€/T PA 6.6 GF EUR/t PBT natural/black EUR/t

PC transparent EUR/t PMMA transparent EUR/t

Oct 21: 3290€/T
POM natural EUR/t
May 22: 3900€/T
Source: Millet, Plastivaloire
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TRENDS PLASTICS – Plastic Market orientation
Engineering plastic status:
Still very uncertain  Some materials seem to be stabilizing
at very high levels, others are still subject to sharp increases
Deadlines and availability are still complicated
Strong tension seems to be starting on PA6 (BASF has shut
down 3 caprolaptam manufacturing sites in Germany for
profitability reasons).
Risks of energy cuts are to be feared at the end of the year
in Germany… Individuals will have priority over industries
Always high risks of rupture of components which prevent
most materials from decreasing prices (Anti fires, additives
of all kinds,……)
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Master Batch
Master mixes always undergo fluctuations, especially
on whites and blacks.
• White: TiO2 continues to rise, rises not offset by
cost falling of monomers.
• Black: Black Carbon rises.
• All UV, AS and other additives continue to increase
New increases on July 1st on certain references, very
unequal according to the suppliers and the references.
Take into account an increase of 7% on colors and 12%
for whites.
TRENDS PLASTICS – Zoom on PS for Packaging

PS noble €/Kg
4
Recyclers are the cause of
3,5
3
the sharp increase
2,5
2
24/08/22:
1,5 3700€/T
1
PS +80%/y Oct 2020: 1320€/T 0,5
Oct 2021: 1990€/T 0
Aug 2022: 3700€/T

sept-20

sept-21
juin-21

juin-22
avr-21

avr-22
juil-21

juil-22
nov-20

mai-21

nov-21

mai-22
mars-22
déc-20
janv-21
févr-21
mars-21
oct-20

août-21

déc-21
janv-22
févr-22
oct-21

août-22
• Additive for ESD constraint is participating to price increase (black carbon = 15 to 20% product cost)
• PS ESD is 2 to 5 times price of PS base (PS ESD = 5€/Kg before spring 2022)
• PS Color (green, blue, orange…) = + 10 to +20% vs black
• Packaging sector: >95% of PS is recycled (circular economy)

Exclusive ownership of ALL Circuits. Unauthorized reproduction prohibited. Source: Thermoformeur SFP
Plastics & Metals – Raw materials market Trends

1) ENERGIES
2) PLASTICS  Base material Aluminium/steel/copper
 Zoom on Aluminium Alloys
 Zoom on Copper Alloys
 Zoom on Stainless Steel
4) LOGISTICS  Surface Treatment Application

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TRENDS METALS -
3000
Aluminium 2700
ALUMINIUM Oct 20: 1836$/T 2400
-22%/Y Feb 21: 2080$/T 2100
Oct 21: 2679$/T 1800
Aug 22: 1760$/T 24/08/22: 1500
1760$/T
1200
Q1 2020 Q3 2020 Q2 2021 Q1 2022 Q3 2022

Q3 2020 2000
STEEL Oct 20: 643$/T Steel 1600
-58%/Y Feb 21: 930$/T 1200
Oct 21: 1801$/T 24/08/22:
800
784$/T
Aug 22: 784$/T 400
Q4 2019 Q3 2021 Q3 2022

11000
Copper
COPPER Oct 20: 6754$/T 9000
-12% Feb 21: 9615$/T
Oct 21: 9849$/T 7000
Aug 22: 8076$/T 24/08/22: 15/11/21:
8076$/T 9849$/T 5000

Q1 2020 Q3 2020 Q2 2021 Q1 2022 Q3 2022

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 TRENDS METALS – Zoom on Aluminium alloys

Aluminium Alloys - 06/2022

6000

5000

44300 Jun 20: 3435€/T ie Housing VALEO - Good castability but average
+3,5%/y Jun 21: 4179€/T machining - Qualified by MSL for crimping. To be 4000
used in case of corrosion resistance needs
Jun 22: 4329$/T
3000
46000 Jun 20: 1317€/T ie Housing VALEO - Universal alloy. Very Good
castability for HPDC. Slight tendency to form
+21%/y Jun 21: 1970€/T porosity. Good resistance at hot environment, 2000
Jun 22: 2388$/T good machinability

47100 Jun 20: 1866€/T Ie Housing Stellantis - Excellent fluidity and high 1000
+6,8%/y Jun 21: 2495€/T resistance to hot tearing - as-fabricated (no
temper or treatment) condition
Jun 22: 2665$/T 0

42200 Jun 20: 3575€/T Sand Casting - fairly high electrical conductivity.
+7%/y Jun 21: 4269€/T Moderately high melting temperature and a Alu-LME $ AC-46000 / A-S9U3-MB AC-44300 / A-S12
moderately high thermal conductivity AC-47100 / A-S12U AC-43000 / A-S10G AC-44200 / A-S13
Jun 22: 4569$/T
AC-42200 / A-S7G06

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 TRENDS METALS – Zoom on copper alloys
COPPER ALLOY 06/2022
16,0000 €

14,0000 €

12,0000 €

10,0000 €

8,0000 €
CuA1 Oct 20: 6686€/T 6,0000 €
For electrical usings, ie: Rivet, Connector (for
Oct 21: 9619€/T Power), wire 4,0000 €
+8,3%/y Jun 22: 9929€/T 2,0000 €

0,0000 €
CuZn33 Oct 20: 5494€/T Economic solution. Stamping for connectors (for
signal), and components of electrical and
Oct 21: 7763€/T mechanical engineering
+12%/y Jun 22: 8213€/T CUA1 CUZN33 CUZN15 CuSn6P CuSn9P CuSn3Zn9

CuZn15 Oct 20: 6144€/T Excellent combination strength-ductility- CuSn9P Oct 20: 7827€/T Excellent mechanical properties for heavy
corrosion resistance. Stamping for mechanical loads. Good conductivity for connectors with
Oct 21: 8775€/T parts and Connectors for signal (with less tin for
Oct 21: 12250€/T
target of flexibility
+10%/y Jun 22: 9149€/T improving conductivity) +9,5%/y Aug 22: 12315€/T

CuSn6P Oct 20: 7446€/T Good conductivity and well suited for cold CuSn3Zn9 Oct 20: 6741€/T
forming: stamped parts, connectors, spring Excellent cold forming properties, good Spring
Oct 21: 11356€/T Oct 21: 9981€/T properties, good conductivity
contacts, Brass, Application with target of
+9,1%/y Jun 22: 11520€/T flexibility  Pressfit (if temp >225°  CuNiSi) +9%/y Aug 22: 10275

Exclusive ownership of ALL Circuits. Unauthorized reproduction prohibited. Source: Axon’ Mechs
TRENDS METALS – Zoom on Stainless steel strips
301 301
Contacts for flexible
Oct 20: 1,787€/kg
Cold Roll Strip
connections Oct 21: 3,031€/kg
+55%/y Corrosion is one of the biggest challenges faced
Braided flexible conduit Jun 22: 3,873€/Kg
across industries. stainless steel is a reliable,
304 & 304L Oct 20: 1,456€/kg versatile solution
304
Shielding clips
Cold Roll Strip Oct 21: 2,239€/kg
+58%/y Stainless STeel 06/2022
Jun 22: 3,028€/Kg
7,000 €

304 Oct 20: 1,791€/kg 6,000 €

304L Precision strip Oct 21: 2,754€/kg 5,000 €

Welded Contacts +58%/y Jun 22: 3,724€/Kg 4,000 €

3,000 €

316L 316L Oct 20: 2,556€/kg 2,000 €

Precision strip
EMI Shielding covers Oct 21: 4,193€/kg
+53%/y 1,000 €
Jun 22: 5,524€/Kg
0,000 €

321 321 Oct 20: 1,972€/kg

Parts under fatigue Precision strip
Oct 21: 3€/kg 304 - Cold roll strip 301 - Cold roll strip 304 - Precision strip
strength and +61%/y Jun 22: 4,146€/Kg 316L - Precision strip 304L - Cold roll strip 321 - Precision strip
temperature factors

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TRENDS METALS – For surface treatment application

GOLD Coatings to obtain specific electrical and mechanical properties:

Oct 2020: 1889$/Oz
-3%/y Oct 2021: 1812$/Oz Ni 1,5 to 2µm (barrier), Sn 3 to 6µm (support reflow – less expensive),
Silver 2µm (high current) or Gold 0,5 to 1,5µm (conductivity)
Aug 2022: 1744,23

TIN (Sn) 48000

SILVER Oct 2020: 25,2$/Oz 24/08/22: 44000
-20%/y Oct 2021: 25,18$/Oz 24500$/T
38000
Aug 2022: 19,02$/Oz
32000

28000
Aug 21 Nov 21 Feb 22 May 22 Aug 22
TIN Oct 2020: 18225$/T
-26%/y Oct 2021: 38940$/T
Aug 2022: 24500$/T NICKEL 24/08/22:
44000
40000
24500$/T
36000
32000

NICKEL 28000
Oct 2020: 15603$/T
24000
+14%/y Oct 2021: 19925$/T
20000
Aug 2022: 21655$/T Aug 21 Nov 21 Feb 22 May 22 Aug 22

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Plastics & Metals – Raw materials market Trends

1) ENERGIES
2) PLASTICS
3) METALS  Truck Transportation
 Sea Freight
 Carton boxes
 Wooden pallets

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TRENDS LOGISTICS - The situation remains very tense & increasingly inflexible

Sea freight  Stabilizing

Asia – N. Europe prices have been stable since early May. This is
possibly due to worsening congestion at European hubs – but
are 30% lower than at the start of the year

FBX – Ocean Container spot rates

Truck transportation  Surcharges Gas-oil

20000$

Surcharges continue to increase exponentially to exceed 15000$

30% with some carriers
The average rate in December 2021 was 3.65%, it 10000$

reached 15.7% in July and is likely to increase further in

the months to come 5000$

Source: Millet Jun 21 Aug 21 Oct 21 Dec 21 Feb 22 Apr 22 Jun 22

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TRENDS LOGISTICS - Packaging
WOODEN
CARTON
PALLETS
+28%/Y
+60%/Y

Carton Indices Pallet price indices Q2 2022 (Q1 2009 = 100)

950,00
440
900,00 Increasing demand + decreasing supply = Skyrocketing cost
390
850,00

800,00 340
750,00
290
700,00
240
650,00

600,00 190

550,00 140
500,00
90
2009 2010 2015 2020 2022
450,00

Source: Supplier Millet

Source: www.fefpeb.eu/wooden-packaging/timber-pallet-price-indices
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TRENDS LEAD TIME – METALS & PLASTICS
 Persistent problems with the availability of some materials
 Leadtime is minimum x2 or x3 when Distant deadlines or no solid visibility for some specific materials

Steel: Copper:
• Up to 12/24 weeks • >20 weeks
Metals • Rationing is desapearing • STill risk of shortages
• Production capacity are
Aluminium: improving
• >6 weeks
• Some cancellations or reductions of accepted orders.

Basic plastics:
• >6 weeks
Plastics
Engineering plastics:
• Up to 12/24 weeks
• Big risk of shortages

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CONTACT US:
Laurent JACQUEMIN
Lead Buyer – Plastics, Mechanicals
Mails: Laurent.jacquemin@allcircuits.com
Tel: +33 (0)2 38 46 59 76
Mob : +33 (0)6 07 11 40 58

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