Daily Virtual Steel Mill Report 25/06/24

Verdict: • Short-run Neutral.   Macro: • EU Comission will launch a technical conference with China regarding to the current plan on imposing EVs import duty.   Iron Ore Key Indicators: • Platts62 $102.65, -2.45, MTD $106.72. Steel demand became slower as China entered rainy weather in southern areas and extreme high temperature in northern …

Iron Ore DCE Sep24 Daily Technical Review 24/06/24

Verdict- Neutral. DCE Sep24 broke down important support at 797.0 with significant increased positions, indicating the new sellers were aggressive. Hourly MACD widened in bearish territory. Hourly CCI rebounded and approached boundary of bear and neutral area. If iron ore recovered 797.0 – 800.0, the price trend potentially return to consolidation. First support 750.0. First …

Daily Virtual Steel Mill Report 21/06/24

Verdict: • Short-run Neutral.   Macro: • The Ministry of Housing and Urban Rural Development held a conference on acquisition of existing commercial houses for use as affordable houses. Many regions should promote cities at or above the county level to effectively and orderly carry out the purchase of existing commercial housing as affordable housing. …

Iron Ore DCE Sep24 Daily Technical Review 20/06/24

Verdict- Neutral. DCE Sep24 consolidated in narrow range as expected in previous days. Hourly MACD widened in bearish territory. Hourly CCI and KD were in neutral area. If iron maintain trading in 20 yuan/ton range, the price will be hard to see directional movement. A breakdown on 814.0 or a breakthrough on 840.0 potentially drive …

Daily Virtual Steel Mill Report 20/06/24

Verdict: • Short-run Neutral.   Macro: • During the Finance Forum in Lujiazui, Shanghai, PBOC’s Pan signals supportive monetary in China, however with limits. The chairman of Regulatory body CSRC mentioned strategic role of high quality development among listed companies, improving companies value and protecting investors rights.   Iron Ore Key Indicators: • Platts62 $107.35, …

Daily Virtual Steel Mill Report 18/06/24

Verdict: • Short-run Neutral.   Macro: • India steel maker Vedanta Sesa Goa subsidiary Wester Cluster Ltd announced to invest $2 billion dollars in Lybia to support its iron ore production.   Iron Ore Key Indicators: • There was no Platts index due to Singapore holiday. Thus, the trade was quiet on ports and seaborne. …

Iron Ore DCE Sep24 Daily Technical Review 18/06/24

Verdict- Neutral. DCE Sep24 rebounded during trading day however gave back some gains before closing. Hourly slow stochastic KD created dead cross. Hourly CCI dropped from bullish territory to neutral area. Hourly MACD narrowed in bullish territory. If iron ore stand on 797.0, then market potentially see reversal. First support 797.0. First resistance 836.5.