Publicado: Jan 23, 2024 09:41
From the perspective of import profits from SMM, the profit from imported ores has weakened again; from a fundamental perspective, SMM shipping data shows that global shipping volume has declined, and the weekly shipping volume in the later period may be difficult to exceed 30 million tons. In terms of the volume of arrivals, there is also a significant decrease in this period. With the decrease in shipping volume, it is expected that the volume of arrivals will remain at a moderate level. In terms of the arrival of different varieties, the reduction in coarse powder is significant, and the reduction in fine powder is minimal. The price difference between high and medium grades may narrow in the future. Overall, the fundamental impact on ore prices remains weak. The main focus is on the influence of macro policies and news. In the short term, iron ore prices may fluctuate narrowly, and it is expected that import ore profits still have room for recovery.

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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