Scrap

The broad term for any gold which is sent back to a refiner or processor for recycling; it is also known as secondary metal. Scrap can be a significant element in gold supply, especially in times of sudden price rises. GFMS data show that supply from fabricated old gold scrap amounted to nearly 706 tonnes (22.7 million oz) in 2001, representing about 18% of total supply to the market that year.

Refiners normally divide scrap into seven categories:

Industrial scrap: residues from industrial plating processes: electroforming, printed circuit boards and electrical contacts are all sources for metallic scrap;

Hallmarked scrap: gold jewellery that bears the quality mark of an approved assay house;

Clean scrap: cuttings from gold alloys that are not mixed with other metals, which can be immediately re-melted and rolled or drawn into semi-fabricated products;

Lemel: mixtures of unclean gold scrap including solders, filings and other metal from a jewellery factory;

Sweeps: originally the material swept up from the floor of a jewellery factory but basically any very tiny bits of scrap;

Polishings: gold particles mixed with polishing compounds, mops, buffs and cleaning cloths.

Much of this scrap may be more generally classed as process scrap, being part of the regular material circulating as part of a jewellery manufacturer’s working stock. This is a fairly constant amount. What is more important to the gold market is the scrap that becomes a sudden source of extra supply either through distress sales from a particular country (as was seen from Turkey in 1994) due to economic difficulties, or simply because the price rises. Sharp increases in the gold price in 1974, 1980, 1986 and 1990 brought a considerable amount of scrap back onto the international market, mainly through dis-hoarding or a reduction in wholesalers’ stocks in the Middle East and Asia. Even though much of this scrap is not shipped back to international refineries, it can have a significant impact on gold demand because it will simply be re-melted locally and re-used in jewellery, thus eliminating the need for fresh gold imports from the international market place. In special economic circumstances, nations such as Egypt and Argentina relied for several years entirely on local scrap for jewellery fabrication. Much the same occurred in 1998, but on a larger scale, when the economic crisis that struck East Asia that year led to the region generating hundreds of tonnes of scrap and, for a while, becoming a net supplier of gold to the international market.

In countries such as India and Saudi Arabia, the regular trading in of old ornaments for new always contributes significantly to local supply: in Saudi Arabia around forty per cent of jewellery is made from local scrap each year. Scrap from the melting down of bullion coins has also been an increasing source of supply in Europe.

Scrap can be generated within a matter of days if the price increases quickly and can be a factor in slowing that rise. The limiting factor is often refinery capacity, which simply cannot handle all the material that may suddenly be offered. If the scrap cannot be assayed swiftly, and thus paid for, the process of buying it slows down through lack of cash flow. In 1980, in particular, much more scrap would have come back had the refineries been able to assay and pay quickly enough.