MS-Global Basic Materials Iron Ore Chartbook–June 2025-20250716
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摘要原文摘录Benchmark iron ore price decreased 9.7% Y/Y but increased 2.7% M/M to $98.2/tas of July 15 th , 2025. The 1% iron ore premium of $1.65/t was down 8.3% Y/Y but up3.1% M/M. The 65%…
机构观点归属摩根士丹利，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研报摘要
Benchmark iron ore price decreased 9.7% Y/Y but increased 2.7% M/M to $98.2/tas of July 15 th , 2025. The 1% iron ore premium of $1.65/t was down 8.3% Y/Y but up3.1% M/M. The 65% Fe price traded at a premium of 13.2% vs. the 62% Febenchmark, while the 58% Fe price traded at a discount of 12.7%.
Global steel production totaled 158.8Mt in May, down 3.8% Y/Y but up 1.6% M/M.Chinese output decreased 6.9% Y/Y but increased 0.6% M/M to 86.6Mt (55% ofglobal output). Production in the European Union was down 3.1% Y/Y to 11.4Mt.South Korea output amounted to 5.1Mt, down 1.7% Y/Y. Japan production decreased4.7% Y/Y to 6.8Mt. Brazilian production stood at 2.7Mt, up 5.0% Y/Y.
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