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China iron ore scales new peak as Rio Tinto cuts Pilbara supply guidance

Published 20/06/2019, 01:26 pm
© Reuters.  China iron ore scales new peak as Rio Tinto cuts Pilbara supply guidance
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* Dalian iron ore benchmark up as much as 2.5% at 820 yuan/T

* Rio Tinto lowers Pilbara supply guidance for 3rd time

* Vale to restore full Brucutu mine output 'within 72 hours'

By Enrico Dela Cruz

MANILA, June 20 (Reuters) - China's iron ore prices hit record highs on Thursday after Rio Tinto Ltd RIO.AX RIO.L lowered its Pilbara shipment guidance, suggesting that supply could remain tight even as Vale SA VALE3.SA is set to fully resume operations at Brucutu mine.

Rio Tinto on Thursday lowered its guidance on volumes of iron ore it expects to ship from the key Pilbara producing region in Australia for the third time since April, citing operational problems. guidance cut came just hours after Brazilian miner Vale, the world's No. 1 iron ore producer, said late on Wednesday that it will fully resume Brucutu operations within 72 hours, after a favourable ruling from an appeals court. most-actively traded September iron ore contract on the Dalian Commodity Exchange DCIOcv1 rose as much as 2.5% to 820 yuan ($118.94) a tonne, the highest level for the benchmark since trading of China's iron ore futures started in 2013.

Brucutu, which has been operating at only a third of its capacity, was shuttered in February as Vale's mine operations came under close scrutiny after a tailings dam collapse in Brazilian town of Brumadinho killed more than 240 people.

Safety concerns prompted closures of other Vale mines, curbing supply of the steelmaking raw material to China, which makes half of the world's steel, at a time Chinese steel mills continue to ramp up output.

As of Wednesday, spot prices of iron ore for delivery to China were at five-year peaks of $114 a tonne for the 62% grade SH-CCN-IRNOR62 , $128 for the 65% grade SH-CCN-IRNOR65 , $102 for the 58% grade SH-CCN-IRNOR58 , and $82.50 for the 52% grade SH-CCN-IRNOR52 , according to SteelHome consultancy.

The full operation of Brucutu "should help alleviate concerns about tightness in the market", said ANZ Research analysts in a note. "However, issues at Rio Tinto's operations suggest the market still has some challenges ahead."

Citing operational problems, Rio Tinto said it now expects shipments from Pilbara at between 320 million tonnes and 330 million tonnes, mostly lower-grade and lower-margin product.

Its previous target was between 333 million tonnes and 342 million tonnes.

Vale reaffirmed its 2019 iron ore and pellets sales guidance of 307 million to 332 million tonnes, saying sales should be around the midpoint of that range, instead of the low end of the range as previously expected.

Prices of other steelmaking raw materials at the Dalian exchange were also higher, with coking coal futures DJMcv1 up as much as 0.9% at 1,406 yuan a tonne.

Dalian coke futures DCJcv1 edged up as much as 1.0% to 2,082.5 yuan a tonne.

Chinese steel futures extended their gains, with the most-actively traded October 2019 construction steel rebar contract on the Shanghai Futures Exchange SRBcv1 rising by as much as 1.5% to 3,818 yuan a tonne.

Hot rolled coil futures SHHCcv1 jumped as much as 1.8% to 3,701 yuan a tonne. ($1 = 6.8945 yuan)

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