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Iranian billet, slab prices dipping but buying still weak

October 26, 2018 / www.metalbulletin.com

Iranian export billet and slab prices continued to decline in the week ended Wednesday October 24, but customers showed little interest in the material.Some customers refrained from booking Iranian materiel due to the United States sanctions."Customers [in the UAE] were signing documents confirming they will not buy anymore sanctioned material," a UAE-based trading source told Fastmarkets."Buyers...Read More

Newmont 3Q Adjusted Income Down By Penny Per Share

October 25, 2018 / www.kitco.com

(Kitco News) - Newmont Mining Corp. (NYSE: NEM) Thursday reported a modest decline from a year ago in third-quarter adjusted net income due to lower metals prices and output.The company listed adjusted income of $175 million, or 33 cents per share, compared to $184 million, or 34 cents, in the same period a year ago. This beat forecasts centered around 19 cents a share, according to news reports.O...Read More

EUROPE HDG: Prices slide in Southern Europe on limited demand

October 26, 2018 / www.metalbulletin.com

Domestic prices for hot-dipped galvanized (HDG) coil have fallen in Southern Europe over the past week due to slow trading, sources told Fastmarkets MB. Buyers have been mainly holding back from making purchases in anticipation of a clearer market trend. Mills are expected to negotiate their next long-term contracts with big buyers in the automotive sector by the end of this month, and spot buyers...Read More

OceanaGold Posts 3Q Profit, Ups Production Guidance

October 25, 2018 / www.kitco.com

OceanaGold Corp. (TSX, ASX: OGC) reported a net profit for the third quarter of $21.7 million, or 4 cents a share, which was the same as in the third quarter of 2017. The company lists production of 138,034 ounces of gold, up from around 136,000 in the year-ago period. All-in sustaining costs were $761 an ounce. The average gold price fell to $1,202 from $1,276. OceanaGold also produced 4,310 tonn...Read More

Southeast Asian billet market dips on muted demand

October 26, 2018 / www.metalbulletin.com

Import prices for steel billet in Southeast Asia edged down on Thursday October 25 amid lower offers and lackluster domestic sales for finished steel.Fastmarkets' daily price assessment for billet imported into Southeast Asia was $505-510 per tonne cfr Manila on Thursday, narrowing downward by $5 per tonne from $505-515 per tonne cfr on Wednesday.The assessment range declined from $510-515 per ton...Read More

Gold Getting Ready For Blast-Off

October 25, 2018 / www.kitco.com

All markets go through the same phases from consolidation to blow off; the metals are no different. For months, gold languished in the consolidation pattern churning between $1,180-$1,220. Three weeks ago today, it broke out right to blow off. Since its blow off, gold settled and resolved the blow-off pattern by consolidating once again but at much higher levels. The phase that gold missed was the...Read More

CHINA HRC: Export prices drop on expected weakening of domestic market

October 26, 2018 / www.metalbulletin.com

China's export prices for hot-rolled coil weakened on Thursday October 25 even though the domestic market was largely stable, with participants expecting more downside for the product amid rising supply and weak demand.DomesticEastern China (Shanghai): 4,170-4,190 yuan ($601-604) per tonne, unchangedNorthern China (Tianjin): 4,080-4,100 yuan per tonne, unchangedMost transactions in Shanghai were c...Read More

FOCUS: Healthy margins override costs of new China rebar standards

October 26, 2018 / www.metalbulletin.com

The production cost of rebar will increase from November 1 with the implementation of China's revised rebar standard GB-T 1499.2-2018, but spot prices are not expected to rise accordingly.Production cost risesThe revised standards prohibits steel mills from using a water-quenching process in rebar production to meet the new yield and strength requirements. "This kind of rebar rusts easily and is n...Read More

EUROPEAN MORNING BRIEF 25/10: SHFE lead prices up, rest down; Hydro expects 4% drop in Q4 alumina output; Enami targets 12% Cu production increase in 2019

October 26, 2018 / www.metalbulletin.com

Good morning from Fastmarkets MB's offices in Asia as we bring you the latest news and pricing stories on Thursday October 25.Base metals prices on the Shanghai Futures Exchange were mostly down during Asian morning trading on Thursday after the dollar strengthened once more, with only lead prices rising due to continued supply tightness in China.Check Fastmarket MB's live futures report here. The...Read More

Tech Talk for Thursday October 25th 2018

October 25, 2018 / www.timingthemarket.ca

U.S. equity index futures were higher this morning. S&P 500 futures were up 20 points in pre-opening trade.Index futures were virtually unchanged following release of economic news at 8:30 AM EDT. Consensus for Weekly Jobless Claims was 213,000 versus 210,000 last week. Actual was 215,000. Consensus for September Durable Goods Orders was a drop of 1.3% versus a gain of 4.1% in August. Actual w...Read More

Late-Stage Bull Market Correction

October 25, 2018 / www.financialsense.com

Any time there's a big correction in the market, there's a temptation to fear the worst-case scenario. Since the most recent worst-case scenario-the 2008 financial crisis-happened to be one of the worst in modern history, psychologically speaking we are all pretty doomed to judge the likelihood of another 2008-like financial crisis with a much higher probability. This is commonly referred to as th...Read More

Samarco expected to resume operations by 2020, Vale says

October 26, 2018 / www.metalbulletin.com

Samarco, the iron ore pellet producer with 50:50 ownership by Vale and BHP, should restart operations in Brazil early in 2020, Vale said on Thursday October 25.The company was already building a new tailings dam and expected to request an operating permit before the end of 2019.Vale was now more confident that Samarco would be allowed to operate again, chief executive officer Fabio Schvartsman tol...Read More

Steelmaking Raw Materials Trade Log, October 25, 2018

October 26, 2018 / www.metalbulletin.com

The latest bids, offers and deals in the global markets for iron ore, pig iron, direct-reduced iron and other steelmaking raw materials. Latest transactions: iron oreIron oreBHP, Global Ore, 90,000 tonnes of 62% Fe Newman fines, sold at $76.05 per tonne...Read More

Pension Tension

October 25, 2018 / dailyreckoning.com

This is a very emotional subject, pensions. Politicians and unions promised pensions they had no way to fund for the last 40 years and the bill has come due. It’s not just bad for taxpayers, it’s bad for pensioners. If you think local governments won't take away the pensions they promised, you clearly aren't paying attention.The face of retirement changed when Nixon took the dollar off...Read More

Gas Alert: Critically Low Storage Levels Ahead

October 25, 2018 / dailyreckoning.com

I can’t believe I’m actually saying this...But I believe the price of natural gas could DOUBLE in the next three months.That’s right.The theory behind my call is simple. All that is required is just a couple months of colder than normal weather.And the best part... Investors that are positioned correctly could soon see a sizeable payday.Let me explain...As of today, the amount of...Read More

Miner Vale planning more small 'bolt-on acquisitions,' CEO says

October 26, 2018 / www.metalbulletin.com

Brazil-based miner Vale was planning small-scale acquisitions of assets connected to the company's existing businesses, chief executive officer Fabio Schvartsman said on Thursday October 25.The company was becoming interested once again in "bolt-on acquisitions," Schvartsman told analysts."[The acquisitions] will be of small assets, with high return rates and direct connection with assets we alrea...Read More

IRON ORE DAILY: Benchmark 62% Fe index exceeds $76 per tonne cfr

October 26, 2018 / www.metalbulletin.com

Tight supply of Australian iron ore continued to support the market for the steelmaking raw material on Thursday October 25, with the benchmark 62% Fe index rising above $76 per tonne cfr China.MB 62% Fe Iron Ore Index: $76.04 per tonne cfr Qingdao, up by $1.31 per tonne.MB 62% Fe Pilbara Blend Fines Index: $75.07 per tonne cfr Qingdao, up by $1.31 per tonne.MB 62% Fe Iron Ore Index-Low Alumina: $...Read More

COKING COAL DAILY: Flurry of trades send fob Australia indices higher

October 26, 2018 / www.metalbulletin.com

A flurry of trades gave the seaborne coking coal spot market a boost on Thursday October 25.A joint shipment was sold to a buyer in Indonesia, with the portion consisting of 40,000 tonnes of a top Australian brand being priced around $240 per tonne cfr Indonesia, and the other comprising 35,000 tonnes of premium mid-vol hard coking coal, slightly above $235 per tonne cfr Indonesia, according to va...Read More

PRICING NOTICE: Proposal to discontinue Indium Corp ingots price

October 26, 2018 / www.metalbulletin.com

Fastmarkets MB proposes to discontinue the Indium Corp ingots min 99.97% $ per kg, fob price owing to an understanding that the existing specifications no longer serve the market.Fastmarkets MB is committed to the indium market and will continue to track its evolution, providing appropriate pricing mechanisms where needed.Metal Bulletin is now inviting...Read More

METALS MORNING VIEW 25/10: Metals give back recent price gains while weakness in equities weighs on sentiment

October 26, 2018 / www.metalbulletin.com

Three-month base metals prices on the London Metal Exchange were for the most part under pressure during morning trading on Thursday October 25, with the complex down by an average of 0.2%. Poor US new home sales data on Wednesday and weakness in equity markets are weighing on market sentiment.Copper leads the weakness with a decline of 0.8% as at 07:39am London time, with aluminium, zinc and tin...Read More

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