European Close 24/11/20

The December Iron ore futures had a bit of a rebound overnight with price closing 1.09% higher. The rebound has been attributed to lower Brazil shipments and Bloomberg intelligence stating that price will likely stay strong before year end, as steel output remains at high levels. Steel margins remain solid and unchanged at CNY 300 …

Oil Through the Looking Glass 24.11.2020

*Oil Hits Highest Since March Collapse on Vaccine* Oil prices touched just under the $47 per barrel mark as the hopes of a vaccine and a Biden White House supported prices from mid-November. Three vaccines have emerged with a high rate of efficacy in preventing the worst symptoms of COVID-19, which has had a positive …

Capesize rates receive support from firm market

Capesize freight rates continued to gain upward momentum on improving physical market and market optimism. The Capesize 5 time charter average then inched up by $124 day-on-day to $12,021 on Monday, due to better freight rates in both basins. The Baltic Dry Index (BDI) followed the market positivity and went up by 1.83% or 21 …

Morning Oil Report 24/11/20

Brent crude futures rose 43 cents, or 0.9%, to $46.49 a barrel by 0522 GMT, while U.S. West Texas Intermediate crude rose 45 cents, or 1.1%, to $43.51 a barrel.   Yesterday marked a big step in the administration of Biden, where the handover of power began from Trump in advance of the president-elect due …

European Close 23-11-20

Steel margins remains supported at CNY 301; however, the iron ore market has now started to come under pressure with yesterday’s futures closing 1.12 % lower at USD 123.35.  Price dropped from a six year high after BHP flagged near-term downside risks to Morgan Stanley at a roundtable last week. BHP cited a rebound in …

Capesize rates rebound on improving basins

Capesize freight rates rebounded from previous losses due to improvement in cargo lists for  both the Pacific and Atlantic basins. The Capesize 5 time charter average inched up slightly by $39 day-on-day to $11,897 on Friday, amid better freight rates in both basins. The Baltic Dry Index (BDI) then increased by 1.23% or 14 points …

European Close 20/11/20

Iron ore had been looking vulnerable earlier in the week with the daily candles for the last 3 day’s closing higher but lacking any real momentum with the candles producing small bodies.   The technical aspect of the market looks like it could exhaust soon; however, rising steel prices, a small easing in the stockpiles and …