Daily Virtual Steel Mill Report 09/02/22

Market Verdict on Iron Ore: • Neutral.   Macro: • EIA predicted the WTI price reached $83.63/barrel in 2023, $77.84/barrel in 2024.   Iron Ore Key Indicators: • Platts62 $122.90, +1.20, MTD $124.46. The BHP operation stoppage for 24 hours had limited impact on the production and shipment of iron ore. BHP sold JMBF at …

Freight and Commodity Podcast 08/02/23

Iron ore inventories reach a six-month high last week. We discuss supply pressure in H1 and whether Australia’s FOB coking coal continuous growth is sustainable. In addition, we get a technical view of iron ore and freight markets.   Click Below to Listen:     Website – https://freightinvestorservices.com/fis-podcast/   Spotify – https://open.spotify.com/episode/37l5j8sHMlUrnxunOiSXx7?si=eD7wUnDbRi6iXQhOawnodQ   Itunes – …