Daily Virtual Steel Mill Report 29/07/24

Verdict: • Short-run Neutral.   Macro: • According to data from the China National Bureau of Statistics, from January to June, industrial enterprises above designated size in China achieved a total profit of 351.103 billion yuan, a year-on-year increase of 3.5%, with a growth rate 0.1% faster than from January to May period. Among them, …

Daily Virtual Steel Mill Report 25/07/24

Verdict: • Short-run Neutral.   Macro: • EIA reported that as of the week of July 19th, US crude oil inventories decreased by 3.7 million barrels to 436.5 million barrels. Previously, Reuters survey analysts estimated a decrease of 1.6 million barrels. • China Ministry of Finance statistic indicated that H1 2024 state-owned companies total revenues …

Daily Virtual Steel Mill Report 24/07/24

Verdict: • Short-run Neutral.   Macro: • According to NAR, US home sales at 3.89 million units in June, down 5.4% on the month, refreshed lowest since December, 2023. • Russia reimposes gasoline export ban for August, potentially extend this ban for further months if necessary.   Iron Ore Key Indicators: • Platts62 $100.40, -2.80, …

Daily Virtual Steel Mill Report 23/07/24

Verdict: • Short-run Neutral.   Macro: • Anglo American agreed to sell iron ore, copper and gold royalties to Taurus Funds Management for up to $195 million in cash.   Iron Ore Key Indicators: • Platts62 $103.20, -1.15, MTD $108.27. The seaborne trade was extremely quiet in July as physical traders became cautious during a …

Iron Ore DCE Sep24 Daily Technical Review 22/07/24

Verdict- Neutral. Iron ore closed corrected slightly from last Friday. Hourly MACD narrowed in bullish territory, however in general flat. Hourly CCI approached the boundary between neutral and bearish area. Iron ore strong support at 791.0 – 793.5 area. The major resistance area was 808 – 809.5 area. Iron ore potentially maintain neutral unless breakthrough …

Daily Virtual Steel Mill Report 22/07/24

Verdict: • Short-run Neutral.   Macro: • China 1-Year LPR down 10 bps to 3.35%, 5-year LPR down 10 bps at 3.85%. • WTI crude oil futures settled at $82.63/barrel, refreshed the lowest since mid-June.   Iron Ore Key Indicators: • Platts62 $104.35, -0.95, MTD $108.61. China 45 ports iron ore inventories at 151.31 million …