13,744.64 TRY BIST 100 BIST 100
53.73 EUR EUR EUR
46.31 USD USD USD
6.89 CNY CNY CNY
0.13 CNY CNY/EUR CNY/EUR
43.69 TRY Interest Interest
93.67 USD Fossil Oil Fossil Oil
6.21 USD Copper Copper
94.66 USD Silver Silver
99.92 USD Iron Ore Iron Ore
400.00 USD Shipbreaking Scrap Shipbreaking Scrap
6,089.00 TRY Gold (gr) Gold (gr)
99.00 USD Iron Ore 61% Fe Iron Ore 61% Fe

Demand in the Chinese iron ore market improves as stocks decline

China's iron ore market has experienced significant developments recently. While increasing shipments from Australia and Brazil expand the supply in the market, the stock decreases recorded in ports within the country reveal the problems in the supply chain.

Demand in the Chinese iron ore market improves as stocks decline

In terms of iron ore supply, Australia and Brazil's iron ore shipments increased by 2.67 million tons on a monthly basis during June 10-June 16, reaching 28.60 million tons. While Australian shipments to China increased by 1.36 million tons compared to the previous month, reaching 20.89 million tons, shipments from Brazil increased by 1.3 million tons and reached 7.7 million tons.

The total amount of iron ore arriving at 47 ports in China was recorded as 23.13 million tons, with a decrease of 2.19 million tons compared to the previous month. The amount of iron ore arriving at the six ports in the north increased by 255,000 tons compared to the previous month and reached 11.78 million tons.Looking at the performance of the steel facilities, the blast furnace operating rate was 82.05%, while the blast furnace iron production capacity utilization rate was recorded as 89.53%. However, the profitability rate of steel plants decreased by 3.03% compared to the previous month, falling to 49.78%.

On the inventory side, the imported iron ore stock in 45 ports across the country was calculated as 14.89 million tons, with a decrease of 35.14% compared to the previous month. In particular, while there was a 9.14% increase in Australian ore stocks, a 4.43% decrease was recorded in Brazilian ore.DCIOcv1, the most traded iron ore contract on China's Dalian Commodity Exchange (DCE) in September, closed at 824.5 yuan (113.56 USD) in daytime trading.

In summary, while the iron ore market shows significant improvements on the demand side, the decrease in stocks and fluctuations in the performance of steel producers continue to have an impact on prices.

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