EP 41 ：High shipping costs and a look at the property market

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

North China enters its ‘heating season’ in a big way. Scrap demand is likely to remain low for the months ahead.

8 Nov 20216min

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

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

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

China's iron ore inventories are on the rise despite the onset of this year's peak demand season

14 Sep 20216min

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