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
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
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.
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.
Baowu's Expansion: Part 1 - China's Baowu Group emerged as the world's largest steelmaker in 2020, though some point to challenges with its ever expanding balance sheet. In today's episode, Adam is joined by Rico Yue to discuss some of these ch