Mensajepor Dostoievsky » Lun Mar 09, 2015 2:36 pm
Confiable es mirar el bove, luego ewz, es el insignia y q mas volumen hace.
Vale:
Cada dolar q baja el i.o. dejamos de ganar (segun las ventas de 2014) 250 palos por año. Vendimos 250mm ton.
En enero (q1.2015) recien vemos el beneficio de la baja fuerte del oil.
Outlook de i.o. según vale:
Iron ore price dropped by 47% in 2014 as a result of a strong supply in the seaborne market, when demand from China’s steel mills was subdued. Lower iron ore prices drove higher cost producers in China and overseas to gradually exit the market. This trend may continue in the short-term and medium-term if the currently challenging market conditions persist leading to a new market equilibrium in the medium to long-term.
China is the world’s largest pellet producer with more than 155 Mtpy, of which approximately 80% is owned by integrated steel mills. After mine closures in China, Chinese steel makers started to use more lump as substitute for domestic pellets. As prices of lump increase, demand for local and seaborne pellets is expected to increase as well, supporting high pellet premiums. An increase in Chinese demand and a restrict environmental policy may increase the demand for blast furnace direct charge and significantly impact the current pellets seaborne market of about 125 Mtpy.