Mysteel Reports and Analysis on Raw Materials

Join four quarterly deep-dives for expert reviews and forecasts on China's steel & raw materials markets.

• Gain comprehensive market visibility on the Full Steel Industry Chain: Our analysis covers the complete picture—From iron ore and coking coal to steel scrap, finished steel, and downstream products, such as stainless/ferroalloys —so you gain first-hand knowledge on all market drivers.
• Exclusive Intelligence from the Source: Go beyond headlines with Mysteel’s proprietary data and on-the-ground insights, giving you a direct, unfiltered view of market dynamics.
• From Insight to Action: We translate complex market data into clear strategies for procurement, investment, and risk management
• Your Questions, Answered Live: Engage directly with Mysteel Analysts in dedicated Q&A sessions.

Four Quarterly Sessions:

Schedule: January | April | July | October

What’s Included:

a) Your Annual Pass provides access to four consecutive webinars, starting with the next upcoming session upon purchase.

Duration: Approximately 2 hours per session 

b) Webinar Presentation Slides + Recording

For Mysteel Subscribers: $499 (50% Off!)

Already a subscriber? Contact your account manager or email inquiries@mysteel.com to get your discount.

Based on 2021-2030 data on full value-chain prices & profits, supply and demand, and related factors, this report provides insights into China's LNG market development for LNG producers, importers, terminal operators, traders, and policy institutes.

•    Cyclical Supply-Demand & Price Outlook (2021–2030):
Provides an integrated view of China’s LNG fundamentals across the adjustment period (2021-2025) and the expected oversupply cycle (2026-2030). 
Links market trend and price movements to help identify structural turning point.
•    Domestic Capacity, Trade Flows & Self-Sufficiency Summary:
Offers granular data of liquefaction capacity growth, terminal receiving patterns, regional flows, and self-sufficiency dynamics. 
Identifies which basins and provinces will drive incremental domestic supply 
•    End-use Demand Patterns - Transport, City Gas & Industry:
Breaks down LNG consumption across transportation, city gas, and industrial segments, with detailed visibility into regional and seasonality patterns. 
Provides a focused assessment of LNG heavy-duty trucks (the fastest-growing demand pillar under the “15th Five-Year Plan.” Period 2026-2030).
•    Integrated Value-chain Economics:
Tracks feed-gas costs, plant and terminal inventories, and profit transmission along the value chain. 
Connects fundamentals with regional spot prices and spreads to reveal margin risks, destocking pressures, and regional price dynamics.
•    Market Outlook (2026-2030):
Provides outlook on import, supply, and price under the context of China’s policy environment and energy transition

Publishing Calendar: February 2026

Based on 2021-2030 data on full value-chain prices & profits, supply and demand, and industry structure, this report provides a systematic assessment of China’s polypropylene (PP) market reshaping cycle, supporting producers, traders, downstream users, and investors in strategic planning. 

•    Industry Cycle Reset & Structural Rebalancing (2021-2030)
Provides a cyclical review of China’s PP market from the unprecedented production capacity expansion phase (2021-2025) to the expected structural improvement stage (2026-2030).
•    Production Capacity Expansion, Supply Structure & Self-Sufficiency Dynamics
Offers granular coverage of global and China PP capacity growth, regional distribution, ownership structure, and production process routes (oil-based, PDH, MTO, etc.). Tracks capacity utilization, maintenance impacts, import dependence, and self-sufficiency trends, identifying how China’s PP supply system is restructuring. 
•    Integrated Supply-Demand Balance & Inventory Linkages
Analyzes PP supply-demand balance from national, regional, and monthly perspectives, covering output, apparent consumption, product flows, and inventories (producer, port, and social stocks).
•    Full Value-chain Prices, Costs & Profit Transmission
Tracks PP prices across China’s domestic spot, international markets, futures, and key spreads. Builds a systematic framework connecting feedstock costs, production economics by route, downstream operating conditions, and profit transmission along the PP value chain. 
•    Downstream Demand Structure & End-Use Operating Patterns
Breaks down PP consumption across major downstream sectors. Reveals regional demand patterns, seasonal operating cycles, and procurement behavior to identify which sectors truly drive incremental PP demand. 
•    Medium-term Outlook & Strategic Signals (2026-2030)
Provides outlook on China and global PP production capacity, output, imports, consumption, and trade flows through 2030.

Publishing Calendar: February 2026

This report offers an overview of the global LNG bunkering market from 2021 to 2033, helping energy companies, shipowners, logistics firms, terminal operators, and investors identify where demand, infrastructure, and returns will scale fastest. 

•    An overview of global marine and onshore LNG bunkering markets
Covers supply-demand balance, value-chain transmission, profit structures, and regional dynamics across both vessel bunkering and land-based LNG bunkering stations, offering a holistic understanding of the global LNG bunkering landscape.
•    Data-driven insights into demand growth and infrastructure expansion
Tracks LNG-fuelled vessel orders, fleet development, bunkering volumes, regional distribution, and the rapid build-out of terminals, bunkering vessels, bonded facilities, and multi-fuel compatible infrastructure supporting flexible spot trading.
•     Interpretation of pricing mechanisms and cost competitiveness
Breaks down bunkering prices across major global hubs, together with leasing, construction, and station-level cost structures. 
Links multi-dimensional datasets to explain the underlying rationale of value transmission and profitability trends.
•    Medium-term outlook for 2026-2030 across fleet growth, market demand, and infrastructure 
Provides scenario-based forecasts on bunkering volumes, regional patterns, vessel fleet expansion, onshore heavy-duty LNG truck penetration, and future infrastructure construction to clarify opportunities and risks across the global LNG mobility chain.

Publishing Calendar: February 2026

This report examines on how natural gas is sourced, traded, transported, and priced in China amid the focus shift from “supply security” to “efficiency and competitiveness”. It is designed for suppliers, traders, and city gas companies seeking a clear view of who holds low-cost resources, how trading flows are evolving, and where profitability exists along the industry value chain. 

•    Sourcing & Trading Landscape
Maps out China’s pipeline gas sourcing and trading system, quantifying volumes by channel, contract type, and participants. 
It clarifies the roles of national oil companies, regional gas firms, and emerging trading-oriented players as the market shifts from simple resale to portfolio-style resource optimization.
•    Who Really Owns the Low-Cost Molecule
Compares domestic basins, resource types, and import channels to show which sources hold structural cost advantages. 
Explains how these low-cost resources, led by the three major oil companies and key unconventional producers, are compressing trading margins and reshaping competition landscape
•    PipeChina Network, PNG Products, and Pricing Analysis
Translates the value chain analysis of PipeChina’s national pipeline network, injection/offtake points, gas storage, and receiving terminals into concrete implications for sourcing and trading. 
Explains pipeline products, tariffs, capacity utilization, and city-gas procurement patterns in a way that directly supports contract design and trading strategy.
•    Strategy frameworks for the transition from “securing supply” to “trading efficiently” (2026-2030)
Analyze infrastructure expansion, contract pricing trends, provincial procurement, and market-access reforms to outline how companies diversify sourcing portfolios, optimize trading models, and position themselves for a more market-driven and consolidated industry players.

Publishing Calendar: February 2026

Based on 2021-2030 data on refined oil prices & margins, supply & demand, production capacity structure, and policy environment, this report provides a systematic assessment of China’s independent refining sector amid structural reshuffling, supporting refiners, traders, distributors, and decision-makers in strategic planning.

•    Industry Cycle Reset & Structural Rebalancing (2021-2030)
Provides a cyclical review of China’s PP market from the unprecedented production capacity expansion phase (2021-2025) to the expected structural improvement stage (2026-2030).
•    Production Capacity Expansion, Supply Structure & Self-Sufficiency Dynamics
Offers granular coverage of global and China PP capacity growth, regional distribution, ownership structure, and production process routes (oil-based, PDH, MTO, etc.). Tracks capacity utilization, maintenance impacts, import dependence, and self-sufficiency trends, identifying how China’s PP supply system is restructuring. 
•    Integrated Supply-Demand Balance & Inventory Linkages
Analyzes PP supply-demand balance from national, regional, and monthly perspectives, covering output, apparent consumption, product flows, and inventories (producer, port, and social stocks).
•    Full Value-chain Prices, Costs & Profit Transmission
Tracks PP prices across China’s domestic spot, international markets, futures, and key spreads. Builds a systematic framework connecting feedstock costs, production economics by route, downstream operating conditions, and profit transmission along the PP value chain. 
•    Downstream Demand Structure & End-Use Operating Patterns
Breaks down PP consumption across major downstream sectors. Reveals regional demand patterns, seasonal operating cycles, and procurement behavior to identify which sectors truly drive incremental PP demand. 
•    Medium-term Outlook & Strategic Signals (2026-2030)
Provides outlook on China and global PP production capacity, output, imports, consumption, and trade flows through 2030.
Assesses how capacity exit, industry restructuring, and macroeconomic-industrial trends reshape price drivers, profitability bands, and competitive positioning, supporting annual planning and medium-term strategy formulation. 

Publishing Calendar: February 2026

Based on 2021-2030 data on full value-chain prices & profits, supply and demand, and related factors, this report provides a scenario-based overview of how China’s natural gas market is evolving, helping suppliers, traders, and decision-makers turn complex fundamentals into simple, actionable signals.

•    Cyclical Fundamentals & Market Structure:
Provides a review of supply-demand balance from 2021 to 2025, covering China’s domestic production, pipeline imports, and apparent consumption. Shows how the market has shifted from its prior development model to a new growth pattern, providing users with a baseline for 2026-2030 planning.
•    Demand Drivers & Regional Patterns:
Breaks down the natural gas consumption across city gas, industry, power, and chemicals, highlighting which sectors and provinces truly drive incremental demand. 
•    Pricing Scheme & Value-chain Economics:
Explains China’s natural gas pricing framework across the value chain, from import-linked formulas and pipeline tariffs to transmission, distribution, and end-users. Links costs and profits along the value chain, including producers, PNG traders, and city gas companies. 
•    Scenario Outlook & Strategic Signals (2026-2030):
Offers scenario-based outlook for demand, supply, and prices through 2030, under different policy and macroeconomics contexts. Summarizes key signals that matter, including policy direction, industrial restructuring, and regional shifts- so that enterprises can position portfolios, assets, and sourcing strategies ahead of the next five-year cycle.

Publishing Calendar: February 2026

Takeaways on green energy policies under China’s “1+N” decarbonization policy framework, key indicators, key projects/companies update, key developments:

1. Segmented Sector Structure for Quick Insights Across the Value Chain

• Covers eight key verticals in China's green energy transition: Power, Wind, Solar/PV, Energy Storage (ESS), EV & Battery, Green Hydrogen, Carbon. Each sector offers concise updates on market data, project progresses, company activities, and policy release.
• Executive Summary and Feature Articles for quick market update and policy takeaways

2. Monthly Updated Market Data & Performance Snapshots

• Charts reflecting price trend, key fundamental indicators trend,
• Market News
• Key highlight in one sentence

3.  Policy and Regulatory Tracking

• Closely follows policy shifts at both central and regional government levels, including:
• Drafts from NEA, MEE, and local bureaus
• New subsidies, compliance mechanisms, and market reforms.

4. Construction and Investment Progress for Key Projects

• Tracks project announcements and construction progress, with investment size, developer, capacity, and location.
• Includes both offshore and onshore renewable projects, hydrogen pilots, and hybrid projects.

5. Integration of Macroeconomic & Industrial Strategy Context

• Connects energy trends to broader macroeconomic and industrial goals, including insights from key national meetings and long-term planning government documents.

Publishing day: On the 5th of every month, except for Chinese public holidays.

Navigate turmoil and thrive in China’s oil market with forward-looking analysis, data-driven forecasts, and actionable insights through 2030.

• Extensive Product Coverage Across the Petroleum Value Chain: Covers crude, refined oil, naphtha, and fuel oil across multiple dimensions, including supply-demand balance, import/export trends, profitability, and downstream demand outlook.
• Macroeconomic Forecasts & Energy Demand: Examines China’s GDP growth, primary energy consumption, and energy mix trends to illustrate how the policy will impact oil demand through 2030.
• Crude Oil Supply-demand Balance & Import Dynamics: Provides a forward-looking view of China’s crude oil supply–demand balance, including domestic production and consumption trends, evolving import dependence, and import quota impacts on supply security through 2030.
• Refining Capacity & Utilization: Analyzes new refining capacity additions, utilization rate trends, and independent refiners’ performance (profitability and feedstock use), highlighting evolving refining dynamics.
• Refined Products & Feedstocks Outlook: Offers granular supply–demand forecasts for refined fuels (gasoline, diesel, jet) and key feedstocks (naphtha, fuel oil), covering demand drivers (e.g. EV adoption), export outlooks, and shifts in consumption patterns for a full view of product balances through 2030.
• Value Chain Margins & Profitability: Examines profitability across the petroleum value chain, covering crude price trends, refining crack spreads (gasoline, diesel, jet fuel), refined export margins, retail fuel margins, petrochemical spreads (naphtha-to-PP/PX), and fuel oil margins.
• Policy & Regulatory Insights: Highlights implications of China’s 20th Third Plenary (focus on "development and security") and “Two New Areas” initiatives, detailing upcoming regulations (consumption tax reform, independent refinery feedstock rules, export rebate cuts) and new green fuel policies shaping the oil market.

Publishing date: May, 2025

• Broader steel value chain analysis from raw materials to finished products
• Macroeconomic context and policy impact assessment
• In-depth analysis of downstream steel-consuming sectors
• Forward-looking projections (next 6-month) with clear methodological framework and backtesting results