Baoshan Iron & Steel (Baosteel), the main listed subsidiary of China’s largest steelmaker Baowu Steel Group, has announced price increases for most flat steel products in November…
Chinese stocks tumbled on Wednesday as investors expressed frustration over having to wait for new information regarding potential economic stimulus measures…
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
The United States is moving forward with Section 301 tariffs on a range of Chinese commodity imports, including steel, aluminum, lithium-ion batteries, and other critical minerals, as announced by the Office of the United States Trade Representative (USTR) on September 13, 2024…
The European Union’s recent initiation of an anti-dumping (AD) investigation into hot-rolled flat steel imports from Egypt, India, Japan, and Vietnam has triggered significant responses from global market participants. Concerns are rising over the potential impact on supply chains and pricing across the steel industry…
A rundown of recent price changes in the broader coal markets…
Met coal prices are down again, but by less as the deceleration continues leading into August as market participants wait on their saviors in India…
China has launched an action plan to promote the low-carbon transformation of coal-fired power, co-issued by the National Development and Reform Commission and the National Energy Administration (NEA)…
Indian steelmakers are grappling with a surge of cheap steel imports, which has turned India into a net steel importer in the first quarter of FY25 (April to June)…
Met coal prices continue to weaken, but have finally begun to decelerate as we approach August and the return (hopefully) of Indian end users to the spot market…
India has surpassed China to become the world’s leading developer of steel, with a pipeline capacity of 258 million tonnes per annum (mtpa), according to a recent report by Global Energy Monitor (GEM)…
Whitehaven Coal reported a solid quarter with saleable coal production coming in at 4.0Mt, while sales of 3.2Mt were impacted by initial rail logistics delays, which have since been resolved…