Daily Virtual Steel Mill Report 11/01/24

Verdict: • Short-run Neutral.   Macro: • The unexpected EIA report on the increasing oil inventories dragged down oil price by $1 overnight.   Iron Ore Key Indicators: • Platts62 $139.10, -0.30, MTD $141.53. The prompt demand was weak given a decreasing pig iron production, when mills started maintenance. The demand for February laycans was …

Daily Virtual Steel Mill Report 10/01/24

Verdict: • Short-run Bearish.   Macro: • Rio Tinto started the world’s biggest mining project, Simandou Project, estimated to see the first delivery in 2025. The project estimated to produce 60 million tons of iron ore, accounted for 5% of total seaborne market. • World Bank published global economic outlook, estimated global GDP up 2.4%, …

Daily Virtual Steel Mill Report 09/01/24

Verdict: • Short-run Bearish.   Macro: • Dalian Commodity Exchange and Zhengzhou Commodity Exchange both cut commission rates for many products. However iron ore and coking coal maintain original rates.   Iron Ore Key Indicators: • Platts62 $139.40, -0.90, MTD $142.01. The demand for IOCJ returned in short-term because of the decreasing supply of China …

Daily Virtual Steel Mill Report 08/01/24

Verdict: • Short-run Bearish.   Macro: • China PBOC announced to promote loans for private enterprises and expanding financing venues for private enterprises. • US December ISM service index decreased to 50.6, lower than expected 52.5, created the sharpest drop over past three months. • Eurozone December CPI annual growth rate reached 2.9%, created the …

Iron Ore DCE May24 Daily Technical Review 05/01/24

Verdict- Neutral to Bearish   DCE May24 contract started the second correction day after warning about the reversal risk for last three trading days. Hourly MACD widened in bearish territory. Hourly slow stochastic KD entered oversold area. Hourly CCI entered bearish territory. The market potentially test low in next few sessions.   First support 950.0. …

Daily Virtual Steel Mill Report 05/01/24

Verdict: • Short-run Bearish.   Macro: • The United Nations released the “World Economic Situation and Prospects 2024”: Global economic growth is expected to slow down from 2.7% in 2023 to 2.4% in 2024. At the same time, the report predicts that global inflation will fall further, from 5.7% in 2023 to 3.9% in 2024. …

Iron Ore DCE May24 Daily Technical Review 04/01/24

Verdict- Be Aware of Market Reversal. DCE May24 contract corrected after saw the high created last morning. From hourly chart, MACD created dead cross. Slow stochastic KD corrected after the dead cross in overbought area. The current technical signals were indicating an exhaustion at absolute high level, be aware of taking gains or sharp reversal. …