Steel: 8 of 28

China's iron ore demand has picked up in recent weeks
BULKS

Iron ore market to tighten briefly but surplus looms

A collapse in global steel demand means weaker iron ore prices look inevitable later in the year.

20 April 2020

India's secondary steel producers have been badly affected by COVID-19-related disruption, says Wood Mackenzie
ESG

Lockdown hits India's bulks producers

Steel production and iron ore demand to fall by 19% and 16% year on year in June quarter.

08 April 2020

RBC said the ongoing demand shock “appears to be much greater than what is currently priced in”
ESG

Rising metals inventory could impact prices 'for next decade', says RBC

Canadian bank revises demand estimates downwards once again.

07 April 2020

Shanghai's metro is virtually deserted following the coronavirus outbreak
BASE METALS

New China data expected to make grim reading

Although China investigator says virus could be contained by April.

27 February 2020

Passengers on Shanghai's subway wear surgical masks to counter the threat of the coronavirus
BULKS

Coronavirus to hit China's steel sector, says WoodMac

Travel ban to hit sector at a time when demand normally expected to grow.

31 January 2020

Chinese iron ore demand is likely to pick up in Q2
BASE METALS

China's steel demand set to rise in Q1

China's iron ore imports to pick up but likely not until Q2

24 January 2020

Production was hit by maintenance in Q4 while sales suffered a little. Severstal has said it expects markets to rebalance in Q1
PROFIT & LOSS

Severstal steel output falls in Q4

Short-term maintenance hit production, while markets continued to be challenging.

17 January 2020

Severstal forecasts EU steel demand will grow by 1.1% in 2020
BASE METALS

Severstal sees steel market recovery in Q1 2020

Russia's Severstal sees balance returning to the steel market from Q1 2020.

08 November 2019

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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