Iron Ore Monthly Derivatives Chartbook (September 2026)
Iron Ore's OI activity has shifted away from higher strikes, with the earlier 120-strike buildup largely unwound, signaling weaker conviction...
95 Views
Nucor’s Operating Momentum Meets a New Wave of U.S. Steel Capacity
Pricing, volumes and domestic demand remain supportive, but new U.S. capacity could become the next major test for Nucor.
105 Views
Iron Ore’s GWH Restocking Is Back in Play, But Mill Margins Lag
Iron ore’s near-term direction remains sentiment-led, as restocking and bullish options positioning compete with weak steel margins.
101 Views
Japan’s Yen Battle Takes Another Unexpected Turn
The BoJ hiked, yet the yen fell. Intervention can cushion the blow, but only a credible hawkish policy path can deliver lasting support.
97 Views
India’s Steel Market Turns Constructive, With Imports Emerging as the Wildcard
Consumption is leaving production behind in India’s steel market, with the widening gap adding fresh momentum to the price outlook.
97 Views