Mysteel Reports and Analysis on Raw Materials

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

Including - Monthly PDF and EXCEL

Built on granular and regularly updated data, cross-sector linkages analysis, and monthly model updates, this report empowers traders, suppliers, procurement teams, financial institutions, risk managers, and policy research institutes to anticipate shifts in demand, imports, and prices across the full natural gas value chain.

• Full-chain Data Coverage & Rolling Forecasts: Delivers comprehensive coverage across production, imports, storage, and end-use consumption, providing a 12-month rolling forecast updated monthly. Tracks structural changes and short-term fluctuations to help users capture early signals of market turning points.
• Granular Sector Insights -Seven End-use Segments: Breaks down demand into seven consumption sectors - residential, heating, commercial, transport, industrial, power generation, and chemicals - revealing how each segment evolves under changing macroeconomics, policies, and seasonality.
• Cross-sector Linkages & Exclusive Truck Flow Data: Goes beyond traditional gas reports by integrating cross-sector analysis with regular updated indicators from steel, glass, paper, construction, and photovoltaic sectors. Incorporates exclusive heavy-duty truck operating mileage data to monitor China’s fastest-growing and most data-scarce consumption channel.
• Import Structure & Supply Security Analysis: Assesses evolving import dynamics between pipeline gas and LNG, distinguishing long-term contract execution and spot market trends. Evaluates the impact of changing pipeline inflows, global LNG supply growth, and terminal utilization on China’s supply security and pricing.
• Macroeconomic & Policy Drivers of Demand: Links natural gas consumption to China’s macroeconomic trajectory and energy transition policies, analyzing how fiscal stimulus, trade shifts, and industrial restructuring influence demand growth through 2026.
• Actionable Insights for Procurement & Trading Decisions: Provides scenario-based insights that empower users to anticipate market turning points, assess pricing and import risks, and strengthen strategic planning.

Publishing day: Every month on 12th, except for Chinese public holidays.

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

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

• 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

Publishing day: Every Tuesday, except for Chinese public holidays.

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

Additional Bonus – MIOA Features

• 1-2 articles per week sent separately

Publishing day: Every Sunday, except for Chinese public holidays.

A comprehensive macro-to-micro analysis of China’s ferrous market, produced by a team of 11 analysts, each with over three years of industry experience. The report tracks the full industrial chain, from upstream cost drivers (iron ore, domestic concentrate, coking coal, coke, scrap) and mill-side operations (production margins, maintenance plans) to downstream demand dynamics (real estate, infrastructure, manufacturing). The analysis is grounded in key macro indicators (PMI and fixed asset investment) to assess real-time shifts in supply-demand fundamentals.

Key Strengths:

• Full Commodity Coverage: In-depth tracking of steel products, iron ore (including domestic concentrate), coking coal, coke, and scrap.

• Extensive Database: Leverages Mysteel’s exclusive dataset of over 130 indicators, covering prices, supply, demand, and inventory across all segments of the ferrous value chain.
  

• Granular Market Analysis: Monthly evaluations of price trends, futures–spot dynamics, key market drivers, sentiment shifts, and transactional behavior

• Policy & Macro Impact Assessment: Expert interpretation of global macro events, industry hot topics, and policy developments, featuring 5-7 in-depth articles per month
  

• Direct Surveys: Includes structured monthly surveys from over 20 representative steel mills, traders, and mining firms, conducted by a dedicated research team of more than 15 researchers engaging 3-4 enterprises per region.
  

• Monthly Forecasts: Provides short-term price outlooks for major commodities, along with forecasts of iron ore and crude steel supply-demand balances.

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