🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

China iron ore on track for best day in month on short covering rally

Published 27/06/2017, 03:39 pm
© Reuters.  China iron ore on track for best day in month on short covering rally

* Falling open interest points to short covering

* Sept iron ore open interest hit 8-week low on Monday

* Shanghai rebar extends gains for the second day

BEIJING, June 27 (Reuters) - Chinese iron ore prices rallied more than 4 percent on Tuesday and were on track for their biggest one-day gain in a month as investors bet on rising demand as steel mills boost output, prompting another rash of short covering

The most-traded iron ore contract on the Dalian Commodity Exchange DCIOcv1 rose as much as 4.1 percent to 449 yuan ($65.64) a tonne in morning trade, its highest since May 31. Iron ore was at 443.5 yuan at 0450 GMT.

The most-active steel futures SRBcv1 rose 1.8 percent to 3,171 yuan per tonnes.

"High margins after the government's effort to eliminate low-grade steel are enticing mills to produce more steel, which increases the need for iron ore," said Zou Mingdong, Shanghai-based steel manager at Zhongcai Merchants Investment Group.

"However, the rising price doesn't change the fundamental situation of oversupply and weak demand."

Margins for ferrous metallurgy and the steel rolling business jumped 93.5 percent in the first five months this year, compared with same period in 2016, data from National Statistics Bureau showed on Tuesday.

"High margins may not last for long due to unpromising demand expectations and resumed capacities in mills," said Zou.

The crackdown on low-end steel production has been in focus recently ahead of a June 30 deadline for mills to halt induction furnaces producing rebar used for construction purposes. low-quality steel furnaces is part of China's years-long effort to cut excess capacity and tackling pollution.

"Two decisive battles in the steel industry this year are thoroughly eliminating low-grade rebar and preventing (indusction furnances) from reopening," said Liu Zhenjiang, secretary general at China Iron and Steel Association, at an industry meeting last week in remarks published on Monday.

Open interest in the most-active iron ore contract on Monday fell 56,000 lots to 1.799 million lots, the lowest in nearly eight weeks, reflecting short covering as investors covered bearish bets.

Last week, stocks of imported iron ore at China's ports SH-TOT-IRONINV rose to 141.5 million tonnes, the highest since 2004, according to data tracked by SteelHome. ($1 = 6.8408 Chinese yuan renminbi)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.