From capex cycles to shipping margins — our trading desk's read on the next 90 days.
Hydrogen-based DRI projects expand from pilot to commercial. Premiums for low-carbon billets begin to firm.
Singapore 62% Fe slips below $108/t as port stocks rebuild and Chinese mills adjust restocking pace.
A second 12m flame-cutting bed expands our southern processing capacity by 40%, ready for Q4 export.
Revisions to S355 chemistry tolerances are now in force across European mills shipping into Asia.
Fresh capacity caps from major Hebei mills tighten sheet supply across the eastern seaboard.
Market commentary, contract movements and inventory signals — in your inbox every Monday.