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Iron Ore SnD (Supply (IO Inventory (Removal pace, Arrival pace, Stockpiles…
Iron Ore SnD
Supply
Key IO Exporters
60% Australia, eg. BHP, Rio Tinto, FMG
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Production
Domestic IO production, mines capacity utilization,
major producers' production level, S11D, Royhill etc.
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Cost Curve Evolution
Incentive prices and marginal producers
Exchange rate: AUDUSD, USDBRL, USDCNY
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Seasonality
India monsoon, clearing pipeline end of quarter, Brz rain, Aus cyclone, etc.
Demand
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Steel Demand
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Machinery
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Credit Growth: bank lending, social financing
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Seasonality
China, Jan/Feb low
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