Daily Virtual Steel Mill Report 23/04/24

Verdict: • Short-run Neutral.   Macro: • China April loan prime rate for 1-year length at 3.45%, unchanged from March. 5-year length loan prime rate at 3.95% unchanged from March.   Iron Ore Key Indicators: •Platts62 $116.85, -0.65, MTD $108.38. •During past week, Australia and Brazil total shipped 24.56 million tons, up 5.365 million tons …

Iron Ore DCE Sep24 Daily Technical Review 22/04/24

Verdict- Neutral. DCE Sep24 corrected slightly during the trading day. Lack of new buyers in market led to loss on position on sustainability of the trend finally as we expected last week. Hourly MACD widened in bearish territory. Hourly KD created gold cross in oversold area. The short-run signals were indicating a potential to test …

Daily Virtual Steel Mill Report 22/04/24

Verdict: • Short-run Neutral.   Macro: • The ECB regulator stated that the probability of 25bps or less interest cut in 2024 should be very low. It is currently difficult to predict the time of interest cut. The interest rate spread between the European Central Bank and the Federal Reserve may widen in future.   …

Daily Virtual Steel Mill Report 19/04/24

Verdict: • Short-run Neutral.   Macro: • US White House announced plans to implement new restrictions on Chinese steel and aluminum products, including raising the 301 tariff on Chinese steel and aluminum products to three times the current level. • US jobless claims last week reached 212,000, est. 215,000, last 211,000.   Iron Ore Key …

Daily Virtual Steel Mill Report 18/04/24

Verdict: • Short-run Neutral.   Macro: • ECB governor Joachim Nagel believed that there was increasing probability for a rate cut in June. However the decision needed to confirm the inflation rate is really going down by then.   Iron Ore Key Indicators: • Platts62 $116.60, +6.20, MTD $106.13. The resumption of production in China …

Iron Ore DCE Sep24 Daily Technical Review 17/04/24

Verdict- Neutral to Bullish. DCE Sep24 reversed the correction and created periodic high. Hourly MACD created gold cross. Hourly CCI entered bullish territory. Hourly slow stochastic KD was approaching overbought area. Iron ore was in acceleration phase. However be aware of the taking gains by looking at open interest movement. First support 847.0. First resistance …

Daily Virtual Steel Mill Report 17/04/24

Verdict: • Short-run Neutral.   Macro: • Vale’s Q1 iron ore production was 70.837 million tons, a decrease of 20.8% month on month and a year-on-year increase of 6.1%. In the first quarter, the sales of iron ore were 63.83 million tons, a decrease of 29.3% compared to the previous quarter and a year-on-year increase …

Iron Ore DCE Sep24 Daily Technical Review 16/04/24

Verdict- Neutral. DCE Sep24 corrected during the trading day, after when we mentioned be aware of market change yesterday. Hourly MACD widened in bearish territory. Hourly CCI entered bearish territory. As said in the last article, iron ore growth shouldn’t be sustainable because the past rebound witnessed 20% of OI loss from April 1st, which …