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lunedì 23 novembre 2015

Goldman Sachs: Prezzo dei minerali ferrosi destinato a soffrire ancora e sino al 2017

Iron ore ended the week on a sour note falling to just above decade lows
Rocce ferrose ai minimi da decennali (su timori sul rallentamento cinese ovviamente, che e' l'elefante nella stanza delle commodities da qualche lustro) ...

Benchmark 62% Fe import price including freight and insurance at the Chinese port of Tianjin declined to $45.00 a tonne, the lowest since July 8 and down more than 5% for the week. 
58% Fe ore at the Qingdao Port declined more than 1% to $42.00 a tonne, just 20c above its record low on a spot price basis. Both grades are down nearly 12% over the past month.

... i prezzi crollano nonostante la produzione mondiale sia gia' scesa del 3%, soprattutto negli States:

Worldwide steel production fell 3.1% according to the World Steel Association, led by a 9% year on year drop in the US

Secondo Goldman i prezzi arriveranno ai 40 dollari la tonnellata nel 2017, giu' da una media del 2015 (gia' annus horribilis) di 57 dollari la tonnellata (!):  

Declining demand in China and oversupply will keep prices under pressure for at least the next two year investment bank Goldman Sachs said in a research note released yesterday. 
(...) The investment bank forecasts the iron ore price to average $44 a tonne next year versus $56.90 a tonne year to date 2015. In 2017 prices will hit $40 a tonne according to Goldman.

http://www.mining.com/goldman-iron-ore-price-to-decline-next-two-years/

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