Transportation, production curbs deter iron ore deliveries from Chinese ports

Published: Sep 27, 2019 11:28
Daily iron ore deliveries from Chinese ports dropped 375,000 mt from the prior week

SHANGHAI, Sep 27 (SMM) – Chinese ports saw the amount of iron ore delivered this week sharply decline from the previous week, as authorities imposed restrictions on road transportation and steel production to combat heavy air pollution.

SMM data showed that daily iron ore deliveries from 35 Chinese ports averaged 2.46 million mt in the week ending September 27, down 375,000 mt from the prior week and 206,500 mt from the same period last year.

Environmental restrictions slowed steelmakers’ raw material restocking ahead of the Golden Week holiday, and suspended commodity transportation into and out of ports in the top steelmaking hub of Tangshan from September 22.

One-day iron ore deliveries leaving Jingtang port dropped to only 38,000 mt on September 23, compared with the daily average of above 350,000 mt in the week ending September 20.

The drop in deliveries, however, failed to grow iron ore stocks across those ports, which came in at 110.7 million mt as of September 27, down 1.23 million mt from a week ago and 22.82 million mt from a year ago, showed SMM data.

SMM estimates that 11.26 million mt of seaborne iron ore arrived at major Chinese ports last week, down 2.67 million mt from the week ending September 14.

Iron ore deliveries from Chinese ports are likely to recover after the break, in anticipation of greater arrivals and the removal of environmental limitations at the start of October.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
Policy Expectations Fell Through, Compounded by Deepening Negative Feedback, Next Week May Continue to Consolidate at Lows [SMM Steel Industry Chain Weekly Report]
Jul 31, 2026 18:30
Policy Expectations Fell Through, Compounded by Deepening Negative Feedback, Next Week May Continue to Consolidate at Lows [SMM Steel Industry Chain Weekly Report]
Read More
Policy Expectations Fell Through, Compounded by Deepening Negative Feedback, Next Week May Continue to Consolidate at Lows [SMM Steel Industry Chain Weekly Report]
Policy Expectations Fell Through, Compounded by Deepening Negative Feedback, Next Week May Continue to Consolidate at Lows [SMM Steel Industry Chain Weekly Report]
This week, ferrous metals drifted lower overall, with iron ore and rebar leading the decline and hitting new stage lows. The core driver of the downturn was a confluence of multiple bearish factors: First, the Politburo meeting ended, and the outcome fell short of market expectations, causing sentiment support to collapse. Second, cost support collapsed in a stepwise manner. The second round of coke price cuts was quickly implemented, and the market widely expects a third round to come. Combined with hot metal output falling to a trough, global iron ore shipments staying high, and port inventories being ample, the decline in raw material prices allowed the negative feedback loop to transmit smoothly. Finally, end-use demand was seasonally sluggish, with high temperatures and rainfall dampening construction. Total inventories of ferrous metals continued to accumulate, spot transactions were sluggish, and the supply-demand imbalance persisted......
Jul 31, 2026 18:30
Trump Invokes Defense Production Act to Limit Export of Recoverable Critical Materials
Jul 31, 2026 15:28
Trump Invokes Defense Production Act to Limit Export of Recoverable Critical Materials
Read More
Trump Invokes Defense Production Act to Limit Export of Recoverable Critical Materials
Trump Invokes Defense Production Act to Limit Export of Recoverable Critical Materials
President Donald Trump has signed a presidential determination granting the U.S. Commerce Department authority under the Defense Production Act (DPA) to restrict exports of industrial waste containing recoverable critical minerals and materials (CMMs). The executive measure targets end-of-life products—including spent lithium-ion batteries and permanent magnets, that hold significant reclaimable volumes of vital strategic elements. By invoking Cold War-era DPA powers, the White House aims to prevent secondary scrap feedstock from leaving the country, bolstering domestic processing capacity and curbing reliance on foreign supply chains, particularly China. Rather than relying solely on greenfield mining projects with extended lead times, the policy effectively establishes domestic industrial scrap as an immediately accessible strategic reserve. The move is expected to support U.S. recycling infrastructure, secure essential raw materials for defense manufacturing and high-tech sectors, and keep critical processing value added within American borders.
Jul 31, 2026 15:28
Copper Prices Shot Up Late in the Week, Downstream Wait-and-see Sentiment Intensified [SMM Secondary Copper Daily Review]
Jul 31, 2026 15:05
Copper Prices Shot Up Late in the Week, Downstream Wait-and-see Sentiment Intensified [SMM Secondary Copper Daily Review]
Read More
Copper Prices Shot Up Late in the Week, Downstream Wait-and-see Sentiment Intensified [SMM Secondary Copper Daily Review]
Copper Prices Shot Up Late in the Week, Downstream Wait-and-see Sentiment Intensified [SMM Secondary Copper Daily Review]
Jul 31, 2026 15:05
Transportation, production curbs deter iron ore deliveries from Chinese ports - Shanghai Metals Market (SMM)