Mysteel Commodity Podcast

Mysteel Commodity Podcast

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  • 7 minutes 48 seconds
    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 November 2021, 2:04 am
  • 5 minutes 42 seconds
    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 November 2021, 4:14 am
  • 6 minutes 13 seconds
    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 November 2021, 4:08 am
  • 6 minutes 1 second
    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 domestically produced iron ore.

    20 October 2021, 6:53 am
  • 5 minutes 31 seconds
    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 September 2021, 1:28 am
  • 6 minutes 41 seconds
    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 September 2021, 8:56 am
  • 6 minutes 1 second
    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 September 2021, 3:41 am
  • 4 minutes 17 seconds
    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 August 2021, 5:54 am
  • 4 minutes 10 seconds
    EP34:Understanding China’s Crude Steel Reduction Policy

    Adam is joined by Finch Pan to discuss China’s recent efforts to reduce its crude steel output in 2021

    18 August 2021, 5:50 am
  • 6 minutes 28 seconds
    EP33: Recent shifts to low grade iron ore fines

     EP33: Recent shifts to low grade iron ore fines

    18 August 2021, 5:42 am
  • 3 minutes 32 seconds
    EP32: Current scrap import

    EP32: Current scrap import

    18 August 2021, 5:34 am
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