Global iron ore short-term outlook August 2019
Report summary
Table of contents
- US-China trade war intensifies
- Supply picks up but further disruptions possible
- Iron ore mine lease auctions delayed in Odisha
- Extent of financial gain from price increase revealed
- China's ironmaking momentum shows signs of cooling...
-
...But hot metal demand will remain supported!
- Construction steel demand shows resilience
- Loss-making EAF producers sacrifice market share to integrated steelmakers
- September production cut plan falls short of expectations
- Will domestic supply expansion be resilient facing falling iron ore prices?
- Iron ore prices back to a sustainable level
- Modest widening of prices spreads expected in the short term
- Dry bulk freight market
Tables and charts
This report includes 16 images and tables including:
- Nine months of iron ore prices: do they finally reflect the fundamentals?
- Contestable market supply and demand
- Key quarterly forecast
- Quarterly 62% Fe fines forecast and quality spreads
- Capesize spot freights, US$wmt, to China (Beilun/Baoshan)
- Iron ore inventory at Chinese ports, by source
- Utilisation rate at Chinese iron ore mines
- Trade of iron ore, monthly volume
- Trade of iron ore, y/y change
- Steel production, monthly y/y growth
- BF utilisation rate in Tangshan, China
- Quarterly indicators: iron ore trade, crude steel and hot metal production (Mt)
- Annual iron ore exports forecast by country/region
- Annual iron ore imports forecast by country/region
- Annual hot metal output forecast by country/region
- Quarterly iron ore production - selected companies (Mt, 100% basis)
What's included
This report contains:
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