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 …