Publicado: Jan 2, 2024 10:50
According to the import profit table of SMM, the profit of imported ore has slightly increased. From a fundamental perspective, the average daily import volume of ore into ports increased by 392,000 tons to 2.858 million tons on a weekly basis. The total amount of iron ore arriving at ports this week has increased significantly, coupled with improved weather, leading to a reduction in port congestion and an increase in unloading volume. Port inventories have rebounded significantly. As for import volume, with the weakening impact of adverse weather, the transfer of port-to-plant inventories has accelerated, and the pre-holiday stock replenishment by steel mills has driven a synchronous increase in import volume. Looking at this week, iron production may see a significant increase after blast furnace production resumes, coupled with the onset of stock replenishment, overall iron ore demand is expected to increase. It is anticipated that there will still be some room for iron ore prices to rise, and imported ore profits may also have some upward potential.

Declaración de Fuente de Datos: Excepto la información disponible públicamente, todos los demás datos son procesados por SMM basándose en información pública, comunicación de mercado y confiando en el modelo de base de datos interna de SMM. Son solo para referencia y no constituyen recomendaciones para la toma de decisiones.

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