Mysteel Reports and Analysis on Raw Materials

Including — Monthly PDF covering

• Monthly subscription and exclusive in-house presentation, extended consultation upon request
• Navigate through China's fast-evolving energy policies with an organized roadmap
• Identify emerging investment opportunities under China's decarbonization initiative with economic competitiveness analysis
• Focused study from the national and regional levels on specific markets
• Spotlight research on updated energy transition market regulations and policy orientation

Including – Weekly EXCEL covering

• Feedstock Price, including
  • Feedstock DES China Prices, Premiums and Discounts by type
  • Refined oil ex-refinery Price
• Refinery Relative Data, 100% coverage, including
  • Maintenance Schedule
  • Feedstock Throughput
  • Feedstock Port Inventory
  • Feedstock Arrivals & Shipping Schedule
  • Imported Crude Oil Quota Usage
  • Output, Sales Volume and Inventory of Refined oil
• Domestic Refined Oil Trade Flow
• Production Cost & Profit
• New Commissioning Schedule of Refining Capacities

Including – Weekly EXCEL covering

• CFR & China Domestic Price
• China LPG Supply, Data coverage >95%
  • Output by Region
  • Unit Maintenance Schedule
  • Imports & Shipping Arrivals
• China LPG demand, 100% Data Coverage
  • Feedstock Demand from Downstream Industries (Total, PDH, Butane)
  • Olefin Deep Processing Unit Maintenance Schedule
  • Olefin & Alkanes Deep Processing Units Operating Rate
• Inventory of Producers, Ports (100% Data Coverage), and Distributors
• Importers' Profits
  • Primary Importers' Gross Import Profits
  • Production Profits of PDH & Isobutane Dehydrogenation Units
• Alkane Processing Units Maintenance Schedule
• Existing & Upcoming PDH Units

Including – Weekly EXCEL covering

• Production and Operation, 100% coverage
  • Production Capacity & Operating and Utilization Rate
  • Output & Sales Volume by Truck
  • Plant Construction & Maintenance Schedule
• Storage and Transportation, including:
  • Inventories of LNG plants and terminals,
  • Storage Capacity (100% coverage)
• Downstream Consumption, including:
  • Apparent Consumption (100% coverage)
  • LNG Plant Sales (84% coverage)
• Economic Comparison
  • LNG VS Diesel in Vehicle-use
  • LNG VS LPG in Industrial Fuel
• LNG Imports & Shipping Arrival Schedules (100% coverage)

Including – Weekly EXCEL covering

• PP International and Domestic Price
• China PP Supply (100% coverage)
  • Product Coverage: Oil-based & Coal-based & PDH-based PP
  • Production Output & Operating Rate
• China PP Demand
  • (BOPP, PP Woven Fabric, CPP Film Operating Rate, BOPP Adhesive Jumbo Roll)
• PP Inventory, including:
  • Inventory of Sinopec and PetroChina (by sales branch, 100% coverage)
  • Inventory of Raffia Manufacturers (100% coverage)
  • Port Inventory (major 27 ports in 6 cities)
• China PP Cost and Profit of Oil/Coal/ PDH-based Units
• PP Powder supply
  • Output and Operation Rate (100% coverage)
  • Inventory (95% coverage)
• China PP Plant Maintenance & Unit Commissioning Schedule

Including – Weekly EXCEL covering

• Market Price (HDPE, LDPE and LLDPE)
• Supply (Data coverage 100%), including:
  • Output by oil-based and coal-based producers
  • Production loss from maintenance
  • Operating rate by oil-based and coal-based producers
• Demand:
  • Operating rate of Downstream industries
• Inventory, including that:
  
  • By oil majors (100% coverage) and coal-based producers (88% coverage)
• Production Cost & Profit
• China PE Unit Maintenance and Commissioning Schedule
• China Import & Export

Including - Daily PDF covering

• Industry & Market News, Weekly Summary & Near-Term Outlook, Key Indicators & Analysis
• Iron Ore, Metallurgical Coal, Coke, Scrap, Ferroalloy, PCI, Pig Iron
• Pricing, Shipments, Trade Data, Inventories

Additional Bonus - Excel File

• Easy-to-use 13-month historical data

Including - Daily PDF covering

• Industry & Market News, Weekly Summary & Near-Term Outlook, Key Indicators & Analysis
• Long Steel, Flat Steel, Special Steel, Semi-finished Steel
• Pricing, Production & Capacity, Maintenance & Restrictions, Inventories

Additional Bonus-Excel File

• Easy-to-use 13-month historical data

Highlights:

• Monthly Market Balance - Supply & Demand Table (by-product)
• Monthly Overview and Outlook on Steel, Iron Ore, Scrap and Coke.
• Analysis of Supply and Demand along with Short-Term Market Outlook
• Detailed Breakdown of Domestic Iron Ore Usage for Both Sintering and Pelletizing
• Market Insights from First-hand Sources
• Grassroots Surveys of Chinese Steel Mills and Mining Companies about the issues affecting them most

Additional Bonus - MIOA Features

• 1-2 articles per week sent separately

Additional Bonus – MIOA Features

• 1-2 articles per week sent separately

Our enhanced Mysteel Iron Ore Index Daily report highlights:

• Daily Mysteel Iron Ore index; Penalty and Premium; Spread of Spot and DCE Futures Prices; Price Difference between some Major Iron Ore Products
• Rationale-Mysteel Seaborne 62% Australian Fines and the explanation of Mysteel Index Methodology
• Daily Market Commentary and Analysis

• Price Assessments for:

  • Coke

  • Coking Coal (Domestic & Imported)

  • Thermal Coal

• Global Market Coverage includes China, Indonesia, Mongolia, Canada and Russia
• Profits of Chinese Coking Plants
• News from China's Coal and Coke Producing Bases
• DCE Coal Contracts Data

• Commodity Coverage:

  • Manganese Ore
  • Siliconmanganese
  • Ferromanganese & EMM
  • Ferrosilicon
  • Noble Alloys (Molybdenum, Vanadium, Niobium, Titanium, Tungsten)
• Ferroalloys Prices & Index
• Smelters' Capacity Utilization, Demand & Production
• Tender Update
• China Steel Market Highlights

Including -

• Daily Domestic Stainless Steel Prices in Wuxi & Foshan (major stainless steel hubs of China)
• Daily CRC Trading Volume in Foshan
• Daily Market Summary in Foshan
• Daily Prices on Shanghai Futures Exchange (Stainless Steel and Nickel)
• Daily 304 Stainless Costs & Margins
• Weekly Stainless Inventories in Wuxi & Foshan
• Monthly Production of NPI, FeCr, SS and CRC

The report offers easy access to comprehensive information on the copper concentrate market, covering TC/RC

(Treatment and Refining Charges), transactions, market sentiment, inventory, and smelter maintenance.

Content coverage:

• Copper Concentrate Market Analysis
• Copper Concentrate Port Inventory and Analysis
• 98% Sulphuric Acid Price and Market Analysis
• Other raw material Prices
• China's copper smelter maintenance and dynamics
• Global Mines' news

Prices coverage:

• Copper Concentrate Prices
• Blister Copper Prices
• Copper Scrap Prices
• 98% Sulphuric Acid Prices

Contents: (might be adjusted slightly based on the daily market situation):

• News Alert
• Special Analysis
• Physical and Futures Market Analysis
• Mysteel Survey

Tables:

• Spot Prices, Copper Foil Processing Charges, Futures Prices, Daily Trade, Calendar & Other Tables related to News, Analysis & Survey

Charts:

• SHFE Copper Forward Curve, SHFE Top 20 Brokers Copper Main Contract Open Interest, Prices & Prices Spread, TC, Premiums, Import Profitability, Copper Rod Processing Charges, and other Charts related to News, Analysis & Survey

Contents:

• Spotlight | Sentiment Survey | Copper Concentrate | Copper Cathode | Secondary Copper | Copper Semis | Weekly Hot Topics

Tables:

• Weekly Prices (Spot prices, TC, premiums) | Weekly Inventory | Refined Copper Supply-Demand Balance | Copper Refineries Maintenance | Refined Copper Rod Processing Charges | Copper Plate/Strip Weekly Processing Charges

Charts:

• Mysteel Weekly Survey(Output, Utilization Rate, Trade) | Inventory (Port, LME, Social, Bonded Area) | Market Sentiment, Prices(LME, Spot, Price Spread, Processing Charges, Premiums, TC ) | Shanghai Copper Import Profitability | SHFE Forward Curve, etc.

Contents:

• Highlights | Copper Price Overview | Copper Concentrate | Copper Cathode | Copper Scrap | Copper Semis |Copper Consumption Market

Tables:

• Copper Industry Chain Production Data | China Copper Cathode Prices of Main Districts |Global Main Copper Mining Companies Production | China Copper Cathode Output | China Copper Cathode Production by Region | Capacity Utilization Rate

Charts:

• Prices and Price Spread, TC, Premium | Inventory (Port, Social, Bonded) | Import Profitability | CFTC Non-Commercial Position | China Copper Concentrate/Refined Copper/ Copper Scrap/ Import, China Refined Copper Export | China Copper Concentrate/Refined Copper/Copper Semis/ Production | China Copper Concentrate Self-satisfied Rate | China Copper Concentrate Price Coefficient | Capacity Utilization Rate | China Grid/Real Estate Investment | China 220kV and Above Newly Installed Capacity | China Real Estate New Starts & Completion YoY | China Air-con/Auto/New Energy Vehicle Production | China Household Air-con Production Schedule | China Wind Power Generation Newly Installed Capacity | China Solar Power Generation Newly Installed Capacity

Including - Weekly PDF covering

• Latest News, Analysis and Data
• Bauxite, Alumina, Aluminum
• Pricing, Production, Capacity, Inventories, Demand, Near-Term Outlook

Additional Bonus - Excel File

• Easy-to-use 13-month historical data

Including — Weekly PDF covering

• Easy to use battery materials data including price, inventory, capacity & production – distributed on weekly basis

Materials coverage:

• Nickel and Nickel Sulfate
• Cobalt and cobalt compounds
• Manganese Sulfate
• Lithium and lithium compounds
• Ternary precursor and cathode materials
• Cathode materials (LFP, LCO, LMO)
• Other prices
• China EV & battery market data

Including — Weekly PDF covering

• PDF report for you to understand what’s happening in China EV battery materials market.

Contents:

• Weekly spotlight feature story
• Battery and raw materials prices
• Weekly news/policies & new capacity update