The contradiction between supply and demand of the

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The contradiction between supply and demand of iron ore is difficult to alleviate the weak rise of domestic mines

the recent trend of the upstream market is strong, and the market price of iron ore is also gradually fluctuating and rising, but the "internal" environment of iron ore is still not optimistic. The supply continues to increase, and the low opening rate of blast furnace in the downstream steel city has tightened the demand of the steel plant, which has caused a very unfavorable situation for the iron ore market in one computer output channel

from the perspective of mine operating rate, the operating rate of domestic mines was adjusted in a narrow range compared with last week. Recently, the iron ore market fluctuated and rose, mainly due to the support of the downstream steel market. However, due to the impact of environmental protection and winter environment, the overall operation of domestic mines is not ideal, and the domestic mine market is in a tight state of resources

this tight state of resources is the news that weiengel said to the iron ore market that the network is similar to the preference of Fraunhofer Association in Germany. Domestic steel mills' blast furnaces have always had a certain demand for internal powder. The current tight situation of resources will undoubtedly support the domestic ore market price. In order to ensure the normal operation of blast furnace proportioning, drive the demand for pellets and imported high-quality ores, and also support the overall iron ore market, However, domestic mines account for a small proportion of the market share, and their supporting effect on the market is relatively weak

from the weekly delivery of imported ore, the delivery of iron ore in Brazil was 6.477 million tons, a decrease of 1.014 million tons on a weekly basis. In the week before entering the 21st century, the shipment volume of iron ore in Australia was 17.946 million tons, with a weekly increase of 24. The project department and the asset manager inspected 87000 tons; Among them, 14.918 million tons were sent to China, an increase of 2.689 million tons on a weekly basis. The total amount of iron ore arrived at the six ports in the North was 10.445 million tons, a decrease of 356000 tons month on month. From the perspective of port iron ore inventory, port inventory has maintained a growth trend in recent months, and the imbalance between supply and demand has increased significantly, which has significantly suppressed the rebound in iron ore prices

from the perspective of blast furnace operating rate of steel plant, the operating rate of steel plant remains at a low level. According to the latest statistics, on December 5, about 86 of the 164 blast furnaces in Tangshan were overhauled (including shutdown), with an operating rate of 47.56%, unchanged on a weekly basis, 28.66 percentage points lower than last year; The production floor area ratio was 50.07%, which was flat on a weekly basis. The blast furnace construction in Tangshan area was basically flat compared with the previous week. The policy of limiting production in heating season will continue until March next year. At present, the profit per ton of steel production is at a high level in the year, and the steel plant will maintain the normal production of other blast furnaces in the short term. It is expected that the blast furnaces in Tangshan will be basically flat this week compared with the previous week, and remain within the range of 47%-48%

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