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42 Episodes
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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
North China enters its ‘heating season’ in a big way. Scrap demand is likely to remain low for the months ahead.
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.
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
China's iron ore inventories are on the rise despite the onset of this year's peak demand season
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
Adam is joined by Finch Pan to discuss China’s recent efforts to reduce its crude steel output in 2021
EP33: Recent shifts to low grade iron ore fines
EP32: Current scrap import
EP31:China's mining sectors in recent years
EP30: The overview of Iron ore supply
EP:29 How rainy season affects steel industry
This week episode will discuss about China's launch of a market for real estate investment trusts (REITs)
Debunk the rising scrap demand recently
The spring high season is upon us. Adam is joined by Hannah Yang to discuss
The DCE has announced major changes to its policies on iron ore trading. Adam is joined by Hannah Yang to discuss.
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 challenges from an organizational perspective.
Global commodities prices are on the rise, costing Chinese manufacturers dearly. Adam is joined by Finch Pan to discuss.
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