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UPDATE 1-Iron ore headed for best June since 2009, but outlook shaky

Published 30/06/2017, 05:32 pm
© Reuters.  UPDATE 1-Iron ore headed for best June since 2009, but outlook shaky

* Spot iron ore eyes biggest monthly gain since October

* Dalian iron ore futures struggle to sustain rally

* Tighter liquidity as central bank skips open market operations (Adds China crackdown on low-quality steel, updates prices)

By Muyu Xu and Manolo Serapio Jr

BEIJING/MANILA, June 30 (Reuters) - Spot iron ore prices were set to post their biggest gain for the month of June since 2009 after this week's rally fuelled by a stronger futures market in China.

Iron ore surged to an eight-week high near $65 a tonne as physical traders took their cue from rising Chinese futures, lifting daily volumes on physical trading platforms in China and Singapore to the highest level this year. think the big reason for the sharp increase in spot prices was the strength in the paper market," said a trader in Beijing. "But I am not too optimistic going forward because there's still too much supply."

Chinese iron ore futures climbed 9.7 percent this week as investors piled back into a market they sold down in recent months and as steel prices also recovered. But in a sign of investor fatigue, iron ore futures gained only marginally on Friday after a four-day rally.

Iron ore for delivery to China's Qingdao port .IO62-CNO=MB jumped 3.8 percent to $64.71 a tonne on Thursday, the highest since May 4, according to Metal Bulletin.

The spot benchmark has risen 13.5 percent so far this month, its biggest monthly gain since October, but the largest for the month of June since 2009. This week alone, iron ore has risen 14 percent so far.

Still, the steelmaking commodity has lost 19.5 percent for the second quarter, after steep losses in April and May.

"We continue to believe that as long as steel margins remain elevated, iron ore prices have upside potential as steel mills will look to increase production," Commonwealth Bank of Australia analyst Vivek Dhar said in a note.

The most-active iron ore on the Dalian Commodity Exchange DCIOcv1 closed up 0.5 percent at 473.50 yuan ($70) a tonne. The contract touched a five-week high on Thursday.

"Capital started to flow out since yesterday afternoon. The central bank's statement this morning triggered more money to dash out from the bulk commodity sector," said Xu Bo, analyst, Haitong Futures.

China's central bank said it will skip open market operations for a sixth straight day on Friday with maturing reverse repos expecting to drain a net 330 billion yuan from the market for the week, the most since early February. coal DJMcv1 rose 0.9 percent to 1,119.5 yuan a tonne, after soaring nearly 8 percent on Thursday. Coke DCJcv1 rose 0.9 percent to 1,752 yuan a tonne.

Rebar on the Shanghai Futures Exchange SRBcv1 climbed 1.7 percent to 3,347 yuan per tonne.

China will send inspection teams in August to check the results of a crackdown against low-grade steel producers to prevent these mills from reopening, the state-backed China Metallurgical News reported. = 6.7729 Chinese yuan)

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