Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Iron Ore and Dry Bulk Freight, Mint Finance

Umang Agrawal

Iron Ore and Dry Bulk Freight

Commodities

<ul>
<li>China’s NBS Manufacturing PMI edged up to 49.7, while Caixin jumped to 50.4, highlighting a divergence driven by survey scope, timing, and domestic demand strength.</li>
<li>Taiwan’s 20.15% steel tariffs may slash Chinese exports, triggering domestic oversupply, weaker prices, and reduced iron ore demand amid growing regional trade uncertainty.</li>
<li>Portside inventories climbed as arrivals rose, outpacing stable port demand and pointing to further stockpile growth.</li>
</ul>


China’s NBS Manufacturing PMI edged up to 49.7, while Caixin jumped to 50.4, highlighting a divergence driven by survey scope, timing, and domestic demand strength.
Taiwan’s 20.15% steel tariffs may slash Chinese exports, triggering domestic oversupply, weaker prices, and reduced iron ore demand amid growing regional trade uncertainty.
Portside inventories climbed as arrivals rose, outpacing stable port demand and pointing to further stockpile growth.


[IO Fundamentals 2025/26] Conflicting Factory Signals and Rising IO Inventories