EP 42 : Tradable inventories and the ongoing electricity shortage
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
Nov 09, 2021•8 min
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Episodes
EP 41 ：High shipping costs and a look at the property market
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
Nov 08, 2021•6 min
EP 40：More production restrictions and a look into scrap demand
North China enters its ‘heating season’ in a big way. Scrap demand is likely to remain low for the months ahead.
Nov 08, 2021•6 min
EP39 : Projecting China's Fourth Quarter Iron Ore Demand
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.
Oct 20, 2021•6 min
EP38 : China moves into peak demand season
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.
Sep 26, 2021•6 min
EP 37 : A shaky start to the high season
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
Sep 18, 2021•7 min
EP36: Iron ore makes a slow recovery
China's iron ore inventories are on the rise despite the onset of this year's peak demand season
Sep 14, 2021•6 min
EP35: Crude Steel Cuts & China’s Scrap Market
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
Aug 18, 2021•4 min
EP34:Understanding China’s Crude Steel Reduction Policy
Adam is joined by Finch Pan to discuss China’s recent efforts to reduce its crude steel output in 2021
Aug 18, 2021•4 min
EP33: Recent shifts to low grade iron ore fines
EP33: Recent shifts to low grade iron ore fines
Aug 18, 2021•6 min
EP32: Current scrap import
EP32: Current scrap import
Aug 18, 2021•4 min
EP31: China's mining sectors in recent years
EP31:China's mining sectors in recent years
Aug 17, 2021•8 min
EP30: The overview of Iron ore supply
EP30: The overview of Iron ore supply
Aug 17, 2021•7 min
EP29： How rainy season affects steel industry
EP:29 How rainy season affects steel industry
Aug 17, 2021•6 min
EP28: Real estate investment trusts (REITs)
This week episode will discuss about China's launch of a market for real estate investment trusts (REITs)
Aug 17, 2021•9 min
EP27：Robust scrap demand
Debunk the rising scrap demand recently
Aug 17, 2021•6 min
EP26: The Spring high season
The spring high season is upon us. Adam is joined by Hannah Yang to discuss
Aug 06, 2021•12 min
EP25: Changes at the DC
The DCE has announced major changes to its policies on iron ore trading. Adam is joined by Hannah Yang to discuss.
Jun 01, 2021•7 min
EP24:Baowu's Expansion: Part 1
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.
May 25, 2021•18 min
EP23：Imported Inflation in China
Global commodities prices are on the rise, costing Chinese manufacturers dearly. Adam is joined by Finch Pan to discuss.
May 16, 2021•10 min
EP22: The spring high season
The spring high season is upon us. Adam is joined by Hannah Yang to discuss.
Apr 28, 2021•8 min
EP21: China opts for larger blast furnaces
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.
Apr 20, 2021•13 min
EP20: Arbitrage Opportunities for DCE Scrap Futures
Adam discusses intermarket spread opportunities for upcoming scrap futures with Tina Lu
Apr 12, 2021•7 min
EP19: The ‘two sessions’ and China’s property market
Adam sits down with Daisy Zheng to discuss the latest policy developments from the recently concluded ‘two sessions’ toward China’s property market
Apr 06, 2021•12 min
EP18: Fiscal Policy Update
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.
Mar 29, 2021•11 min
EP17: Monetary Policy in 2021
Rico Yu joins Adam in the studio to discuss China’s tightening monetary policy in 2021.
Mar 22, 2021•16 min
EP16: Property Market Update
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
Mar 15, 2021•13 min
EP15: The "Two Sessions"
Adam gives a rundown of the news of the day and sits down with Hannah Yang to discuss the ongoing ‘Two Sessions’ in Beijing.
Mar 08, 2021•9 min•Ep. 15
EP14: China's Southbound Steel Capacity
Adam sits down with MIOA Analyst Jing Zhang to discuss the rise of steel production in South China
Feb 08, 2021•9 min•Season 1Ep. 14
EP13: China Resumes Scrap Imports
Adam is joined by Candy Su to discuss new regulations for scrap imports to China
Feb 01, 2021•6 min
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