Global iron ore short-term outlook July 2022
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- China's demand acceleration is months away, but sentiment could get a boost
- Technical perspective
- High grade ore, lump and pellet
- Update on Ukraine
- Hefty duties impact exports and hence production in India
- Chinese domestic ore supply recovery constrained by low steel mills’ margins
- Dry bulk freight market remains rangebound
- Iron ore port inventories up 9.6 Mt in July
Tables and charts
This report includes 27 images and tables including:
- Iron ore prices
- Raw material prices and hot metal spread
- Quarterly price forecast
- 62% Fe - Fibonacci retracement levels
- M+1 / M+2 time spread – Seasonality
- Pellet premium vs inventories of pellets at Chinese ports
- Lump premium vs inventories of lump at Chinese ports
- Ukraine’s concentrate production and exports
- Russia’s pellet production and exports
- Supply summary snapshot
- Quarterly market balance
- Brazil iron ore exports
- Brazil iron ore exports: by shippers
- Australia iron ore exports
- Australia iron ore exports: by shippers
- India iron ore production
- India iron ore exports
- China iron ore mines utilisation
- Investment in Fixed Assets (cumulative YoY)
- China BF and EAF utilization rate
- Daily production of CISA member companies
- China iron ore imports
- Chinese steel trade (semis and finished)
- Brazil-China freight rates
- West Australia – China freight rates
- Chinese iron ore port inventories
- Chinese iron ore port inventories and offtake
What's included
This report contains:
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