Mysteel Commodity Podcast

We explore China’s rising tradable iron ore inventories and the newly adopted pricing model for electricity amid the country’s ongoing thermal coal shortage 

We look at the fourth quarter steel demand outlook from China's real estate development sector and how high shipping costs are affecting the country's iron ore market

North China enters its ‘heating season’ in a big way. Scrap demand is likely to remain low for the months ahead.

China's peak season is shaping up to be anything but for 2021. In this episode we explore what we can expect for the months ahead as well as recent calls to change the way China's prices its domestically produced iron ore.

China's peak iron ore and steel demand season is upon us, but recent upsets in real estate and ongoing production restrictions are leading to questions as to what this will look like in 2021. 

In this week's episode, we discuss high flying coke prices in China and the outlook for the country's real estate development sector moving forward

China's iron ore inventories are on the rise despite the onset of this year's peak demand season

A discussion on how plans to cut China’s total steel output will affect the country’s scrap demand in the second half of 2021

Adam is joined by Finch Pan to discuss China’s recent efforts to reduce its crude steel output in 2021

 EP33: Recent shifts to low grade iron ore fines

EP32: Current scrap import

EP31:China's mining sectors in recent years

EP30: The overview of Iron ore supply

EP:29 How rainy season affects steel industry

 This week episode will discuss about China's launch of a market for real estate investment trusts (REITs)

Debunk the rising scrap demand recently

The spring high season is upon us. Adam is joined by Hannah Yang to discuss

 The DCE has announced major changes to its policies on iron ore trading. Adam is joined by Hannah Yang to discuss. 

Baowu's Expansion: Part 1 - China's Baowu Group emerged as the world's largest steelmaker in 2020, though some point to challenges with its ever expanding balance sheet. In today's episode, Adam is joined by Rico Yue to discuss some of these challenges from an organizational perspective. 

Global commodities prices are on the rise, costing Chinese manufacturers dearly. Adam is joined by Finch Pan to discuss. 

 The spring high season is upon us. Adam is joined by Hannah Yang to discuss. 

The average blast furnace size in China is rising. What does this mean for the country’s commodity market? Adam is joined by Rico Yue to discuss. 

Adam discusses intermarket spread opportunities for upcoming scrap futures with Tina Lu

Adam sits down with Daisy Zheng to discuss the latest policy developments from the recently concluded ‘two sessions’ toward China’s property market 

Adam is joined by Hannah Yang to discuss China's latest announcement on fiscal policy in 2021 and what it will mean for steel demand in the months ahead.

Rico Yu joins Adam in the studio to discuss China’s tightening monetary policy in 2021. 

Adam provides updates on the news of the day and is later joined by Jing Zhang to discuss new developments in China's property market

Adam gives a rundown of the news of the day and sits down with Hannah Yang to discuss the ongoing ‘Two Sessions’ in Beijing.

Adam sits down with MIOA Analyst Jing Zhang to discuss the rise of steel production in South China