EP 42 : Tradable inventories and the ongoing electricity shortage
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
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  ..read more
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EP 41 :High shipping costs and a look at the property market
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
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 ..read more
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EP 40:More production restrictions and a look into scrap demand
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
North China enters its ‘heating season’ in a big way. Scrap demand is likely to remain low for the months ahead ..read more
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EP39 : Projecting China's Fourth Quarter Iron Ore Demand
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
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 domestically produced iron ore ..read more
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EP38 : China moves into peak demand season
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
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.  ..read more
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EP 37 : A shaky start to the high season
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
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 ..read more
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EP36: Iron ore makes a slow recovery
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
China's iron ore inventories are on the rise despite the onset of this year's peak demand season ..read more
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EP35: Crude Steel Cuts & China’s Scrap Market
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
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 ..read more
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EP34:Understanding China’s Crude Steel Reduction Policy
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
Adam is joined by Finch Pan to discuss China’s recent efforts to reduce its crude steel output in 2021 ..read more
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EP33: Recent shifts to low grade iron ore fines
Mysteel Commodity Podcast
by Mysteel Commodity Podcast
1y ago
 EP33: Recent shifts to low grade iron ore fines ..read more
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