Mysteel Reports and Analysis on Raw Materials

Navigate the strategic reconfiguration of China's energy and chemical industry and capture emerging investment opportunities through the 15th Five-Year Plan.

• Proprietary "Risk Filter": Pinpoint policy directions & exact investment focus.
• Traditional Upgrades: Navigate supply chain security in refining & coal chemicals.
• Green Commercialization: Clear roadmaps for Green Methanol, Ammonia, SAF, Bio-diesel, H2 & CCUS.
•  Stakeholder Landscape: Map new opportunities across SOEs, Private Firms & Foreign Investors
• Actionable Data Hub: Standardized PDF + Excel datasets tracking capacity, scale, and intensity targets.

Semi-Annual Updates: Track dynamic 15th FYP regional and sectoral rollouts.

Built on comprehensive coverage of China’s LPG market fundamentals, downstream sectors’ demand indicators, and economics comparison, this report helps market participants assess weekly market balances, understand pricing drivers, and anticipate near-term changes across the LPG market.

• LPG Price and Market Dynamics: Tracks China’s domestic LPG and downstream product prices alongside international LPG and crude oil markets, helping market participants assess price movements and the factors shaping market sentiment.
• Weekly Supply-Demand Balance Monitoring: Integrates China’s LPG production, import cargo arrivals, and downstream consumption across major chemical applications to quantify weekly supply-demand balances and identify changes that may influence price direction.
• Supply Monitoring from Refinery Output to Import Arrivals: Tracks China’s LPG production, sales, refinery operating and maintenance activity, import cargo arrivals, and vessel schedules to provide a detailed view of current and upcoming supply availability.
• Downstream Feedstock Demand and Operating Rate Analysis: Monitors LPG consumption in chemical applications, including operating rates and production volumes of alkylation, MTBE, PDH, and other downstream units, helping identify changes in feedstock demand.
• LPG Industry-Chain Cost and Profitability Assessment: Evaluates feedstock costs, downstream product prices, and profit margins across key LPG-linked units, including PDH, MTBE, alkylation and steam cracking, to assess cost pressures, operating economics, and changes in downstream purchasing capacity.
• LPG Futures and Spot Market Monitoring: Combines futures prices, basis levels, warehouse receipts, and domestic spot prices to provide a detailed view of futures-spot correlation and its impact on domestic market pricing.
• Inventory Developments Across Production and Import Markets: Tracks both producer- and port-level inventories, together with supply, arrivals, and demand developments, helping market participants identify inventory accumulation or destocking and assess supply-demand imbalance.
• Weekly Market Outlook and Key Drivers: Combines supply, demand, inventory, cost, profitability, and international market context to forecast near-term LPG price trends in China and highlight the key factors likely to shape the market in the coming week.

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

Including – Weekly PDF covering:

•        Mysteel Exclusive Survey Data Across Sectors, including

•  Coking Coal: 

      523 Chinese Mines | 314 Wash Plants | Port Stocks | Downstream Stocks Breakdown | Billet Costs & Profits | Profits of Steel & Coke Producers

• Met Coke: 

      230 Independent Coke Plants | Coke Consumption | Downstream Stocks Breakdown | Port Stocks

• Thermal Coal: 

      462 Chinese Mines | 55 Ports Stocks | 493 Power Plants | 41 Coal-to-Urea Plants | 55 Coal-to-Methanol Plants | Hydro Dams’ Outflows

• Weekly Market Commentaries for:

      Coking Coal | Thermal Coal | Met Coke

• Indices & Market Prices for:

      Coking Coal | Thermal Coal | Met Coke | Semi-Coke | PCI Coal

•        DCE Futures Data

•        New & Insights

Built on comprehensive coverage of China's LNG market fundamentals and pricing dynamics, this report helps market participants identify shifts in market balances and emerging pricing trends.

• LNG and PNG Price Intelligence: Tracks regional LNG and pipeline natural gas prices across China’s major consuming regions, helping market participants assess changing fuel competitiveness, regional price spreads, and evolving demand conditions.
• Supply-Demand Balance Monitoring Across China's LNG Market: Brings together China’s domestic production, imported cargo arrivals, apparent consumption, inventories, and sales indicators to provide a structured view of evolving market balances and the drivers behind price movements.
• Historical Positioning Beyond Weekly Market Changes: Weekly prices, operating rates, sales-output ratio, inventories, and profitability across the LNG industry chain are visualized on flowcharts, comparing deviations (%) from the past one-year lowest level and five-year historical positioning (%).
• Inventory Developments Across the LNG Supply Chain: Tracks both in-plant and terminal inventories, helping market participants identify inventory accumulation, destocking trends, and potential changes in market.
• Production Economics and Margin Assessment: Evaluates regional production costs, LNG prices, and producer profitability to assess changing operating incentives and the sustainability of market growth.
• Forward-looking Market Outlook and Key Market Drivers: Combines supply, demand, and cost developments with ongoing market intelligence to identify the factors most likely to influence near-term market direction and pricing trends.
• Weekly LNG Industry News: Provides regular updates on policy changes, supply disruptions, cargo arrivals, weather-related demand shifts, and other developments that may impact China's LNG market fundamentals and sentiment.

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

Based on a structured framework covering prices, supply, demand, profitability, inventories, trade flows, and downstream market developments, this report enables market participants identify shifts in market balances, changes in price spreads, and emerging opportunities across China's aromatics sector.

• Integrated Aromatics Market Monitoring: Provides a structured view of prices, supply & demand, profitability, inventories, and market developments across major aromatics products.
• Historical Positioning Beyond Weekly Market Changes: Visualizes current-week aromatics production and operating rates through flowcharts, comparing deviations (%) from the past one-year lowest level and five-year historical positioning (%).
• Supply-Demand Balance and Market Fundamentals Tracking: Combines production, imports, exports, inventories, unit shutdowns, and downstream consumption indicators to identify shifts in market balances.
• Profitability and Operating Conditions Assessment: Tracks profitability and operating conditions across the aromatics chain.
• Trade Flow and Port Arrival Intelligence: Monitors vessel arrivals, departure ports, discharge ports, and cargo movements to provide timely visibility into regional supply flows, import activity, and changing market availability.
• Upstream-to-Downstream Price Spreads Analysis: Displays line-chart comparisons of current prices versus the same period last year for upstream feedstocks, core aromatics products, and downstream derivatives, enabling clear analysis of cost transmission, margin shifts, and value-chain dynamics.
• Aromatics Industry News and Market Outlook: Combines supply, demand, inventory, cost, and macroeconomic developments with timely industry news coverage.

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

Built on comprehensive coverage of methanol prices and fundamentals across multiple production routes and downstream sectors, this report helps market participants identify emerging supply responses, demand shifts, and potential turning points before they become visible in headline market indicators.

• Multi-route Methanol Profitability Monitoring: Tracks profits margins across coal-based, natural gas-based, coke oven gas-based, CO₂ hydrogenation, and SAF off-gas methanol production routes, alongside key downstream sectors including MTO, formaldehyde, acetic acid, MTBE, BDO, and CMS.
• Historical Positioning Beyond Weekly Price Changes: Weekly price, production margins, and capacity utilization rates across the methanol industry chain are visualized on flowcharts, comparing deviations (%) from the past one-year lowest level and five-year historical positioning (%).
• Supply-Demand-Profitability Integrated Framework: Combines production, maintenance, imports, inventories, operating rates, and profitability indicators into a unified market framework. 
• Regular Updates on China Methanol Market Fundamentals: Captures weekly changes in production, maintenance losses, port arrivals, port inventories, plant inventories, and downstream operating rates. 
• Integrated Upstream Cost and Downstream Demand Analysis: Connects thermal coal fundamentals with downstream chemical operating trends.
• Forward-looking Market Outlook & Sentiment Indicators: Combines supply, demand, cost, and geopolitical assessments with regular industry sentiment surveys to provide actionable short-term market outlooks. 
• Real-Time Methanol Industry News: This report provides timely coverage of methanol industry news, incorporating key macroeconomic, international, and policy developments that influence global supply chains, trade flows, and market sentiment, with a particular focus on the China market.

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

1. Nickel Ore & Feedstock Dynamics
Covers price trends, FOB/CIF quotes, freight costs, and supply conditions in the Philippines and Indonesia. Tracks RKAB quota approvals, ore premiums (pyro vs. HPAL), and weather-related risks (rainy season). Helps users anticipate cost-driven price moves.

2. MHP, Nickel Matte & NPI Market
Provides payables updates, production data (actuals & forecasts), and project restart timelines. Analyzes shifts between low-grade and high-grade nickel matte, HPAL stability, and demand from integrated nickel sulfate and precursor producers.

3. Refined Nickel & Nickel Sulfate
Summarizes spot premiums/discounts by brand, SHFE price trends, and inventory levels. Includes production data from China and Indonesia, operating rates, and profit margin analysis. Helps users track supply tightness and downstream purchasing behavior.

4. Downstream Demand & Value Chain Economics
Breaks down consumption across ternary precursors, cathode materials, and stainless steel. Analyzes how changes in battery demand, stainless scrap substitution, and export orders impact nickel pricing across different segments.

5. Market Outlook & Strategic Signals
Offers near-term price forecasts, monthly production expectations, and risk tracking (e.g., sulfur supply, export duties, policy shifts). Summarizes key signals including Indonesia's regulatory direction, HPM formula changes, and Q2 destocking pace, helping enterprises manage procurement and hedging strategies.

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 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

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