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Iron ore languishes at 4-month low with no recovery seen in steel

Published 05/11/2015, 02:40 pm
Updated 05/11/2015, 02:49 pm
© Reuters.  Iron ore languishes at 4-month low with no recovery seen in steel
RIO
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RIO
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VALE
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* Spot iron ore has only risen once in 17 sessions

* China steel prices seen heading even lower during winter

By Manolo Serapio Jr

MANILA, Nov 5 (Reuters) - Iron ore futures in China and Singapore edged lower on Thursday, putting more pressure on spot prices that have sunk to their weakest level since July with no near-term recovery seen in Chinese steel demand.

Shanghai steel futures dropped to a record low as demand in China falls due to a slowing economy, with the approach of winter expected to keep appetite weak.

"We expect China's steel prices to continue to drift lower during the weak winter season," said Helen Lau, analyst at Argonaut Securities in Hong Kong.

Construction-used rebar on the Shanghai Futures Exchange SRBcv1 was down 0.3 percent at 1,772 yuan ($279) a tonne by 0316 GMT, after touching 1,768 yuan. That was the lowest for a most-traded contract since the bourse launched rebar futures in 2009.

China's steel demand dropped 5.8 percent in January-September, according to the China Iron and Steel Association (CISA).

Amid weakening demand from the world's top steel consumer, China's crude steel output is expected to fall to 780 million tonnes by 2020, CISA said on Wednesday. Output last year reached 822.7 million tonnes. urn:newsml:reuters.com:*:nL3N12Z3CN

"We believe the recovery in steel prices holds the key to any recovery in iron ore prices," ANZ Bank wrote to clients.

Iron ore for immediate delivery to China's Tianjin port .IO62-CNI=SI fell 0.8 percent to $48.30 a tonne on Wednesday, a level last seen on July 9, based on data published by The Steel Index (TSI).

The spot benchmark has only risen once in the past 17 sessions, and is on track to return to this year's low of $44.10. That was the lowest price on TSI records that date back to November 2008.

On Thursday, iron ore for January delivery on the Dalian Commodity Exchange DCIOcv1 slipped 0.3 percent to 348 yuan per tonne. On the Singapore Exchange, the most-active December contract SZZFZ5 dropped 1.1 percent to $44.80 a tonne.

Rio Tinto (L:RIO) RIO.AX , the world's No. 2 iron ore miner after Vale VALE5.SA , said it expects to see strong growth in iron ore demand in countries outside China as the global seaborne market expands. urn:newsml:reuters.com:*:nL3N1301B0

Rebar and iron ore prices at 0316 GMT

Contract

Last

Change Pct Change SHFE REBAR MAY6

1772

-5.00

-0.28 DALIAN IRON ORE DCE DCIO JAN6

348

-1.00

-0.29 SGX IRON ORE FUTURES DEC

44.8

-0.51

-1.13 THE STEEL INDEX 62 PCT INDEX

48.3

-0.40

-0.82 METAL BULLETIN INDEX

49.18

+0.07

+0.14

Dalian iron ore and Shanghai rebar in yuan/tonne Index in dollars/tonne, show close for the previous trading day ($1 = 6.3427 Chinese yuan)

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