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HSG

@chrisatdbs

HSG repostou

30 soybean cargos from Agr sofar.. add Brazil to it.. Ecsa is going to be too busy

Congrats Reuters. Always late. More than 30.



"I'm really curious how a non-sovereign organization can take legal actions similar to taxation." #MEPC83


It's Saudi Arabia's showtime.

I, for one, am glad this administration decided to spend $1bn (of which $200m for munitions) in the spirit of government efficiency. The result:



This year is different!

chrisatdbs's tweet image. This year is different!

but.....

chrisatdbs's tweet image. but.....

VALE 4Q IRON ORE OUTPUT 89.40M METRIC TONNES, EST. 82.97M 😱🤯 Unreal… miracles happen



Plus the sharp growth in exports of ships and automobiles confirms that China's domestic demand for iron and steel is decreasing.

China’s steel exports hit a 7-year high while iron ore imports reached an all-time high in 2023. Click to read these and how China’s foreign trade performed in 2023. mysteel.net/search?type=In… #China #Mysteel #GACC #imports #exports #macroeconomy #ironore #steel

MysteelGlobal's tweet image. China’s steel exports hit a 7-year high while iron ore imports reached an all-time high in 2023. Click to read these and how China’s foreign trade performed in 2023. mysteel.net/search?type=In…
#China #Mysteel #GACC #imports #exports #macroeconomy #ironore #steel


so different figures from AIS/reuters and China's customs....by rail??


HSG repostou

Reports of a Norwegian tanker attacked by missile in the Red Sea and currently in flames… no official verification yet…


HSG repostou

#Panamax Jan-24 unable to find demand above 13600 past few sessions 👀 #shipping #commodities #coal $bdry

zuma_labs's tweet image. #Panamax Jan-24 unable to find demand above 13600 past few sessions 👀
#shipping #commodities #coal $bdry

HSG repostou

Capacity utilization among Chinese electric-arc-furnace steelmakers climbed for the 9th straight week during Dec 1-7, rising by 1.86% points on week to reach 65.83%. mysteel.net/news/all/50456… #China #Mysteel #ferrous #capacity #production

MysteelGlobal's tweet image. Capacity utilization among Chinese electric-arc-furnace steelmakers climbed for the 9th straight week during Dec 1-7, rising by 1.86% points on week to reach 65.83%. mysteel.net/news/all/50456…
#China #Mysteel #ferrous #capacity #production

HSG repostou

Accurate and to scale depiction of the freight market


HSG repostou

Infographic | China's imports of main commodities in Nov 2023 buff.ly/3RedhEG #coal #coalimport

sxcoal's tweet image. Infographic | China's imports of main commodities in Nov 2023 buff.ly/3RedhEG 

#coal #coalimport

vale will add 50Mmt IO capacity by 2026. who will need +110Mmt IO then ??

Rio Tinto: “First production from the Simfer mine (Simandou project in West Africa) is expected in 2025, ramping up over 30 months to an annualised capacity of 60 million tonnes per year” While Vale told us today how they basically will maintain relatively flat production, the…



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