Steel (Iron Ore) 03 (May 17 - Dec 25)

Re: Steel (Iron Ore) 02 (Nov 11 - Dec 19)

Postby winston » Mon May 17, 2021 3:18 pm

Steel prices fall in China after govt efforts to curb months-long surge

The price drops came after Chinese authorities launched a new round of measures to curb soaring prices in a bid to ease the cost pressures on downstream industries like electronics producers.

For example, rebar price fell 20-120 yuan ($3.1-18.6) per tonne in several major domestic cities, after reaching a new high ignited by a global demand rebound and rising inflation posed by US monetary easing.

The sharp drops were the first in months as the government sought to discourage speculation, sending a strong message of how China was doing its part in stabilising the market.

A manager surnamed Zheng with Hexin Trading, a steel trading company based in Tangshan, North China's Hebei Province, told the Global Times on Sunday (May 16) that steel prices dropped by 10 per cent due to the government's efforts.

These trends "may have less impact on big steel producers who stocked up on materials earlier at a relatively lower prices," he added.

A staff member at Tangshang Rui Peng Xiang Steel Sales surnamed Li told the Global Times on Sunday that average factory prices of different steel products had fallen about 500 yuan per ton recently, although she didn't say why.

This was part of a series of efforts to ease prices, after the exchanges - including the Shanghai Futures Exchange - adjusted margin requirements and transaction fees to curb speculation.

The US steel price is as high as 10,000 yuan per tonne, compared to around 6,000 yuan in China, because steel supply cannot keep up with the recovery of the US manufacturing industry, the expert said.

Other cause of the soaring steel price is the high price of imported iron ore, which is monopolised by some global suppliers including the Anglo-Australian mining company Rio Tinto Group.


Source: Global Times

https://www.thestar.com.my/aseanplus/as ... long-surge
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 02 (Nov 11 - Dec 19)

Postby winston » Sun May 23, 2021 6:50 am

Malaysia: Steel steals the limelight

By THOMAS HUONG

Near-term seasonal demand weakness and recovering iron ore supply from Vale (the world’s largest producer of iron ore, pellets and nickel) in the second half could ease prices.

“In the long term though, steel prices should be sustainably higher versus the past few years and be sustainable through to 2022 and 2023, as China (the biggest producer and exporter) aims for carbon emissions peak by 2025. About 18% of carbon emissions come from iron and steel industries.

Steel prices have not weakened and are still at the RM2,800-per-tonne level in Malaysia.


Source: The Star

https://www.thestar.com.my/business/bus ... -limelight
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby winston » Mon Jul 19, 2021 10:28 am

Record steel prices inject life into long-suffering industry

Few expect these good times to last through 2022. Keybanc Capital Markets and Bank of America Corp believe the backlogs driving a surge in US steel prices will start clearing this year.

“The steel industries outside of China will potentially enter a renaissance period,” said Tom Price, head of commodities strategy at Liberum Capital Ltd. in London. “We could see a turnaround story there because those economies just need their steel.”

Developments in China are key, given it produces more than half of the world’s steel, mostly with coal-fired blast furnaces. The government has signalled it no longer wants to bear the huge environmental burden that entails.


Source: Bloomberg

https://www.theedgesingapore.com/news/c ... 19%2C+2021
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby winston » Wed Aug 18, 2021 6:15 am

Iron ore prices falling as China’s restrictions on steel production continue to bite and economic growth slows

Anglo-Australian miner BHP expects China will be needing less iron ore in the coming months

Australian miners are likely to see reduced profits but there are currently no signs of risks to the iron ore trade with China

Su-Lin Tan

Source: SCMP

https://www.scmp.com/economy/china-econ ... production
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby winston » Fri Sep 17, 2021 2:25 pm

Why are steel prices so high when iron ore prices have crashed? Because: China

China is determined to cut down its steel production

By Samanth Subramanian

A number of factors account for the high prices of steel futures—among them, tariffs imposed by the Trump administration on imported steel and the pent-up demand in manufacturing after the pandemic.

But China, which manufactures 57% of the world’s steel, also plans to shrink its output this year, and that is simultaneously acting on the markets for both steel and iron ore.


Source: Quartz

https://qz.com/2060156/chinas-cuts-have ... source=YPL
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby behappyalways » Thu Oct 21, 2021 4:46 pm

美國鋼鐵現泡沫? 鋼價需求勁揚價格飆漲300% TVBS文茜的世界財經周報 20211017 X 富蘭克林‧國民的基金
https://m.youtube.com/watch?v=K-B__86AoGU
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 44693
Joined: Wed Oct 15, 2008 4:43 pm

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby winston » Wed Nov 03, 2021 7:27 am

Iron ore tumbles as China’s curbs on steel output roil market

While China has imposed curbs on production throughout 2021, restrictions are now being rolled out more frequently and limits have been extended into the first quarter in an effort to ensure blue skies for the Winter Olympics.

There were frequent requests from local governments to curb production, while lackluster steel demand and softening prices, have dampened mills’ willingness to produce.

"The probability that iron ore demand slides by at least 20% in the fourth quarter is increasing, judging from lower downstream demand”.

The iron ore market in October was already at a 15% surplus, and cost support is currently at about US$80 to US$90 a ton.

China’s housing sector, an important source of steel and metals demand, is under strain from rules aimed at curbing leverage as well as a slowdown in the market.


Source: Bloomberg

https://www.thestar.com.my/business/bus ... oil-market
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby winston » Mon Dec 13, 2021 11:00 pm

Chart Of The Day: Iron Ore May Have Found A Bottom

Source: Investing.com

https://www.investing.com/analysis/char ... s_headline
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby winston » Tue Dec 21, 2021 8:09 am

China's property distress sours steel sector in warning sign for economy

The spreading balance-sheet crisis at real estate firms is a warning for policymakers as a swing in the fortunes of the steel industry would have significant repercussions for China's economy, with cement, glass, and household appliances all vulnerable to demand drops.

"We normally stockpile steel products in winter at relatively lower prices and sell them after the new year holidays when consumption resumes. But we are holding off this year," said Qi Xiaoliang, a Beijing-based steel trader.

"There's still uncertainty in the real estate market for 2022 and the situation is not expected to be fully reversed for another six to 12 months," he added.

Unsold housing stock in China's 100 biggest cities reaching a five-year high in November.

Cement production was down around 16% for September-November year-on-year.

In the appliances industry, for example, monthly refrigerator output has been falling since May through to November on an annual basis.


Source: Reuters

https://www.thestar.com.my/business/bus ... or-economy
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

Re: Steel (Iron Ore) 03 (May 17 - Dec 22)

Postby winston » Tue Feb 01, 2022 7:29 am

China vows crackdown on iron ore speculators causing ‘abnormal’ price swings

State planners warn of ‘abnormal fluctuations’ in prices for the steel raw material despite stable demand and supply overall

Hoarders, speculators and misinformation spreaders in cross hairs

China imports more than three-quarters of its iron ore, mainly from Australia and Brazil. The average import price paid last year was US$164 per tonne, up 55.3 per cent from 2020.


by Frank Tang

Source: SCMP

https://www.scmp.com/economy/china-econ ... g-abnormal
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 114585
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to Commodities

Who is online

Users browsing this forum: No registered users and 6 guests