EP 42 : Tradable inventories and the ongoing electricity shortage
We explore China’s rising tradable iron ore inventories and the newly adopted pricing model for electricity amid the country’s ongoing thermal coal shortage
9 Nov 20217min
EP 41 ：High shipping costs and a look at the property market
We look at the fourth quarter steel demand outlook from China's real estate development sector and how high shipping costs are affecting the country's iron ore market
8 Nov 20215min
EP 40：More production restrictions and a look into scrap demand
North China enters its ‘heating season’ in a big way. Scrap demand is likely to remain low for the months ahead.
8 Nov 20216min
EP39 : Projecting China's Fourth Quarter Iron Ore Demand
China's peak season is shaping up to be anything but for 2021. In this episode we explore what we can expect for the months ahead as well as recent calls to change the way China's prices its domestica...
20 Okt 20216min
EP38 : China moves into peak demand season
China's peak iron ore and steel demand season is upon us, but recent upsets in real estate and ongoing production restrictions are leading to questions as to what this will look like in 2021.
26 Sep 20215min
EP 37 : A shaky start to the high season
In this week's episode, we discuss high flying coke prices in China and the outlook for the country's real estate development sector moving forward
18 Sep 20216min
EP36: Iron ore makes a slow recovery
China's iron ore inventories are on the rise despite the onset of this year's peak demand season
14 Sep 20216min
EP35: Crude Steel Cuts & China’s Scrap Market
A discussion on how plans to cut China’s total steel output will affect the country’s scrap demand in the second half of 2021
18 Aug 20214min
