Daily Ferrous Physical Review Jul 20th

Ferrous Market Updates –    Steelbank inventories 7.34 million tonnes, up 1.41% y-o-y. HRC inventories 1.81 million tonnes, down 1.37% y-o-y. –    Tangshan increased production curb level from last week and this week. Most of the curb is related to sintering machine. Thus decreasing usage of iron ores and cokes in Tangshan Area. –    China southern …

Daily Ferrous Physical Review Jul 16th

Ferrous Market Updates –    Mysteel mills inventory 16.13 million tonnes. Inventory turnover in 23 days. –    MySteel Rebar Inventory: Rebar production 3.83 million tonnes, down 1.49% w-o-w. Mills inventory 3.31 million tonnes, down 3.22% w-o-w. Circulation inventory 8.42 million tonnes, up 2.99% w-o-w. – Economic Data –    China Q2 GDP down 3.2% y-o-y, up 11.5% …

Iron Ore DCE September Daily Technical Review Jul 15th

Verdict – Short-term neutral. DCE iron ore tested low over last night and recovered the loss during day session. Daily iron ore closed with a doji. Both high and lows are narrower than yesterday. The strong support is on 823.5 area, price reverse several times during this week. If iron ore breakthrough 845.0, it will …

Daily Ferrous Physical Review Jul 15th

Ferrous Market Updates –    Ganggu Construction Steel Inventory: production 5.77 million tonnes, up 15,700 tonnes w-o-w. Mills inventory 5.05 million tonnes, down 354,300 tonnes w-o-w. Circulation inventory 11.13 million tonnes, up 207,000 tonnes w-o-w. –    MySteel 45 port previous week iron ore arrived 23.45 million tonnes, down 656,000 tonnes w-o-w. Northern six ports arrivals at …

Iron Ore DCE September Daily Technical Review Jul 13th

Verdict – Short-term neutral to bullish. DCE iron ore rebounded and saw massive short covering during Asian hours. Daily candle successfully created new high and led iron ore to bullish territory in mid-run. However from hourly chart, slow stochastic KD is narrowing above over-bought area. CCI is correcting to 100 area from the weekly high. …

Daily Ferrous Physical Review Jul 13th

Ferrous Market Updates –    Steelbank Inventory: rebar inventories 9.98 million tonnes, up 16.11% w-o-w. HRC 3.47 million tonnes, up 21.45%. –    Mysteel early July crude steel production expected 2.93 million tonnes/daily, down 0.64% from end-June. –    Brazil Miners Association president Flavio Penido said Brazil can run all iron ore miners and recover the production. Mining …

Iron Ore DCE September Daily Technical Review Jul 10th

Verdict – Short-term neutral, be aware of high level long covering. DCE iron ore closed at 1.5 yuan higher than yesterday. The intra-day volume and open interest were both closed to yesterday level. From hourly chart, CCI start to correct. MACD created dead cross during last night session and widening below 0 axis. Technical signals …

Daily Ferrous Physical Review Jul 10th

Ferrous Market Updates –          Mysteel researched 247 blast furnace operation rate at 90.63%, down 0.39% w-o-w. Utilisation rate 93.08%, down 2.27% w-o-w. Daily pig iron production 2.48 million tonnes, down 7,200 tonnes w-o-w. –    Mysteel 45 ports iron ores inventory 108.78 million tonnes, up 693,300 tonnes w-o-w. Daily evacuation 3.16 million tonnes, up 6,000 tonnes …

Daily Ferrrous Physical Review Jul 9th

Ferrous Market Updates –    ​Both port trades and seaborne trades are traded lower yesterday. Some physical traders are reluctant to accept the high price. From the other side, Australia has boost volume during the last month of the fiscal year. –    MySteel Rebar Inventory: Rebar production 3.89 million tonnes, down 2.99% w-o-w. Mills inventory 3.41 …