rise铁矿石

等离子炬系统减少铁矿石造球碳排放

加拿大科技公司PyroGenesis已为瑞典RISE能源技术中心提供了900千瓦等离子炬系统，并在PyroGenesis位于蒙特利尔的工厂进行了测试该公司收到的款项总额约为93.6万加元（约70.4万美元） 设备随后被运往瑞典，预计于周三抵达PyroGenesis表示将在RISE的工厂进行现场验收测试，并监督安装RISE于1月份与PyroGenesis签订合同，计划将等离子炬系统应用于铁矿石造球工序，代替燃料对铁矿石进行加热。

澳大利亚Roy Hill员工面临降薪

中国港口库存的下降对铁矿石价格回升有推波助澜的作用，四月份以来，铁矿石价格已从46.70美元/吨回升至62美元/吨然而，由于市场持续供大于求，高盛仍预测铁矿石的价格将会再次跌破50美元/吨 Workers at Australia's Roy Hill iron ore mine face pay cuts Workers at the $10 billion Roy Hill iron ore mining project owned by Australian billionaire Gina Rinehart face a drop in salaries as a way of preserving jobs as the sector reels from low commodity prices. Iron ore prices have slumped as much as 70 percent since construction of the mine began four years ago in partnership with South Korean steelmaker POSCO, Japan's Marubeni Corp and Taiwan's China Steel Corp. We felt it was more important for our people to retain their jobs rather than pursue workforce reductions as a cost-saving strategy in response to market conditions," Barry Fitzgerald, chief executive of Roy Hill Holdings Pty Ltd, said in an email to Reuters. Analysts blame the downturn on a massive rise in production due to overestimates of China's appetite for imported ore by sector titans Vale of Brazil and Australians Rio Tinto and BHP Billiton. Amid the supply glut, Roy Hill is set to release a further 55 million tonnes of ore into the market, starting in September. The salary cuts will range from 5 to 10 percent, according to the statement. Executives and senior management will take the biggest cuts, but there would be no salary reductions for employees on lower pay scales, who account for about half the workforce. Fitzgerald said the pay cuts would enable the company to retain "family-friendly" work rosters preferred by staff flying in and out of the mine site, where work was 85 percent complete. Other Australian miners already in production, including Atlas Iron, BC Iron and Arrium, have cut jobs to reduce costs in response to the downturn. Fortescue Metals Group - three times the size of Roy Hill - refinanced $2.3 billion of $9 billion in gross debt in April after agreeing to pay a higher yield amid investor concern about the state of the iron ore market. A fall in stockpiles at China's ports has fueled a recovery in iron ore prices from a low of $46.70 a tonne in April to around $62 a tonne.. However, Goldman Sachs expects prices to slip again below $50 a tonne because of the continuing oversupply. 。

印度塔塔钢铁财年第三季度盈利低于预估

季度报告称其印度市场当季的盈利同比涨幅达45%，至151.9亿卢比 公司对印度市场的长期增长态势较为乐观，并计划于下一个财年末实现其Odisha州西部600万吨产能工厂的第一阶段投产由于其自营铁矿石项目，其印度的业务往往盈利点更大 India's Tata Steel Ltd posted a smaller-than-expected third quarter profit on Tuesday partly due to high costs in its main European market which squeezed margins. Europe is Tata Steel's biggest market and production centre, following its $13 billion acquisition of Britain's Corus in 2007 that gave it a foothold in the region. But the company has struggled to reap benefits from the deal because of Europe's weak economic conditions over the past six years. Tata Steel Europe needs to import both iron ore and coking coal from outside and that plus continued high energy costs have hurt margins. The steelmaker posted a net profit of 5 billion rupees ($80 million) for the December-ending quarter, compared to a net loss of 7.89 billion rupees a year ago. Net sales rose 14 percent to 364.1 billion rupees. Analysts had expected a profit of 7.51 billion rupees on revenue of 336.52 billion rupees, according to data from Thomson Reuters StarMine. Karl-Ulrich Köhler, MD & CEO of Tata Steel in Europe, said the company's focus on cost and cash flow continued, which had supported the year-on-year improvement in core profit, despite lower margins. "With European economic indicators improving, our efforts will better enable us to benefit from any growth in European steel demand, which remains at historically low levels," Kohler said in a statement. The world's largest steelmaker ArcelorMittal last week forecast higher profits for this year and said steel demand in Europe was rising beyond just a restocking effect. Tata is the second-largest steelmaker in Europe, which accounts for more than 60 percent of its total annual capacity of 29 million tonnes. The company said European delivery volumes rose 6 percent from a year earlier to 3.19 million tonnes for the quarter and operating profit also improved, but the pace of improvement been slower than expected. The European Union's apparent steel demand is expected to rise by 3 percent in 2014, regional steel association Eurofer has said. But Germany's steel association warned on Tuesday the expected recovery could get derailed by fierce competition and rising raw material and energy prices. INDIA GROWTH HOLDS Tata Steel, which recently expanded capacity at its Jamshedpur plant in eastern India to 10 million tonnes a year, said quarterly profit at the Indian business jumped 45 percent from a year ago to 15.19 billion rupees. The company is bullish about the long-term growth prospects in the country, T.V. Narendran, its managing director for India and South East Asia, said in December. Tata Steel plans to commission the first phase of its 6 million plant in eastern Odisha state by the end of the next fiscal year. Its Indian operations have traditionally been more profitable as it operates its own iron ore mines, the main raw material in steelmaking. Ahead of the results, shares in Tata Steel closed 1.9 percent higher at 389.75 rupees in a Mumbai market that ended up 0.1 percent. 对以上新闻若有意见，建议或疑问，欢迎致电Mysteel 021-26093922 张飞鹏 。

（外媒）英美资源铁矿石产量提高

概述： 铁矿石生产商英美资源大宗商品第二季度产量提高，由于kolomela和Los Bronces矿的开采，铁矿石和铜产量有所上升 作为英美资源发展战略中最关键的产品，二季度铁矿石产量上升12%至1290万吨由于Kolomela项目产量的提升以及英美资源位于巴西项目的进一步发展，总产量已弥补英美资源在Sishen出现的问题 原文：London - Global miner Anglo American [JSE:AGL] posted a rise in second-quarter output for its key commodities, with iron ore and copper helped higher by production ramp-ups at the flagship Kolomela and Los Bronces mines, while platinum and diamonds were weaker. Anglo announced production results for the second quarter just a day after a major reshuffle at its South African units that included a new bosses for platinum, Kumba Iron Ore [JSE:KIO] and thermal coal units, triggered by the departure of Neville Nicolau from the helm of Anglo Platinum [JSE:AMS]. He will be replaced by Kumba's Chris Griffith. Iron ore, a key plank of the miner's growth strategy, was up 12% at 12.9 million tonnes, due to the ramp up of Kumba’s Kolomela mine that offset operational issues at Sishen, and improvements at Anglo’s Amapa operation in Brazil. Kumba reported earnings separately on Friday. Copper production was helped 7% higher by Chile’s Los Bronces, though increases there were partly dented by lower grades and adverse weather, as well as lower recoveries and a ball mill failure at the Collahuasi operation, the world’s third largest copper mine. Diamonds followed a drop in the first quarter with a further 11% drop in the second as De Beers, which separately reported earnings on Friday, focuses on maintenance and waste stripping while it waits for demand to recover. Platinum, the unit whose troubles have been a focus for Anglo and its investors, saw virtually flat production compared to the previous year, thanks to improved productivity and safety performance at its core Rustenburg mines. Refined platinum production totalled 623,000 ounces, down 3% on the same quarter last year. That dip was partly caused by the delayed restart of the converter plant, with the backlog in stocks to be processed by the end of the third quarter. Anglo’s metallurgical coal operation, meanwhile, produced a record quarter thanks to improvements at its open cut operations including Peace River Coal, which the group has elected not to sell. Production of the steelmaking coal rose 23% in the second quarter, year on year, to 4.8 million tonnes. Thermal coal, meanwhile, saw production increases both in Colombia and South Africa. 来源source-Fin24 。

（外媒）FMG铁矿石销售量猛增

概述：FMG2012财年铁矿石销售量提高40个百分点至5580万吨FMG同时表示第二季度的出货量达1780万吨，环比增长42% FMG预计2012第三季度年产量保持在6000万吨/年而其7月初的例常检修可能对产量有所影响，预计7月份的产量会低于6月份产量 原文：FORTESCUE Metals Group has lifted full year sales by 40 per cent to 55.8 million tonnes for the 2012 financial year. The iron ore miner also says it had achieved record shipments of 17.8mt in the June quarter, up 42 per cent from the previous three months and providing an annualised rate of 71mt. Fortescue says it intends to maintain its production rate at around 60mt a year for the September 2012 quarter. Routine maintenance undertaken in early July 2012 will ease production from the record June quarter, it says. "The substantial ramp-up of production then commences through the December 2012 quarter as expanded output is generated from the new Christmas Creek OPF and handled at the port through the second in-load circuit," Fortescue said in a statement on Tuesday. "The medium-term schedule is for total production over the first half of FY13 of around 38mt (inclusive of BCI JV production)." Fortescue said its medium-term schedule was for total production in the first half of the 2013 financial year to be about 38mt. Its full year production target for 2013 was 89mt. During the June quarter, the average CFR cost was about $US125 per dry tonne. The average cash costs per tonne (C1) of $US46.04 per wet tonne, fell 12 per cent on the prior quarter thanks to scale benefits from strong production pushing down unit costs. The lower Australian dollar exchange rate also helped. Fortescue said it had completed its review of the T155 port expansion project to triple the size of its operations in Western Australia's Pilbara region. The review confirmed there would be a seven per cent rise in the infrastructure budget from $US8.4 billion to $US9 billion. Total expenditure by the end of June on the expansion project was $US4.4 billion for infrastructure and $US385 million for mine fleet. Cash on hand by the end of June was $US2.3 billion. Fortescue shares were seven cents higher at $4.71 at 1029 AEST. 来源source-news.com.au 。

昌兴向巴西铁矿石合营贷款

昌兴公布，持有64.07%的PMHL全资附属Pro-Rise，与巴西塞阿腊州铁矿石公司UGL订立新贷款协议，据此，Pro-Rise同意向UGL提供新贷款，合共1,500万美元(约1.17亿港元)，另外，根据债务更替函件，约2,280万美元(约1.778亿港元)的原有贷款，由GPL转让予UGL因此，集团垫付予UGL的总贷款额约3,780万美元(约2.948亿港元)。

(路透社)澳大利亚铁矿石出口保持高速增长

导读：中国铁矿石需求保持强劲势头，预计澳矿出口在下财务年度将随之增长10% ；本年度完成市场预期，实际达成与早期目标一致；据有关数据统计，澳大利亚2010到2011年度铁矿石出口量较前一年度增长1700万吨，2011-2012年度增长5600万吨，到2013年6月底，其增长量有望达到4700万吨，到时，总出口量将达5.1亿吨 SYDNEY, June 27 (Reuters) - Australia, the world's biggest producer of iron ore, on Wednesday stuck to a forecast for a 10 percent rise in exports in the next fiscal year, as mining companies spend billions of dollars beefing up operations to meet demand from China. The pace of growth, in line with market expectations, reflects massive work from mega-producers Rio Tinto and BHP Billiton to dig more mines amid predictions that China, the biggest buyer of Australian minerals, will weather the global economic malaise and maintain strong industrial growth. "This is largely on the back of the enourmous work underway by the likes of BHP and Rio Tinto to dig up more iron ore," said Gavin Wendt, an analyst for MineLife in Sydney. "We've been looking at somewhere around 500 million tonnes next year for some time." The Bureau of Resources and Energy Economics (BREE) predicted iron ore exports of 510 million tonnes in the financial year that begins in July after downgrading its forecast for the current year by 10 million tonnes to 463 million tonnes, citing the impact of bad weather on mining operations. "The increase in export volumes across the majority of commodities reflects recent expansions to mine and infrastructure capacity," said Quentin Grafton, BREE's chief economist. Although economic growth has moderated in China since mid-2011, consumption and investment are expected to remain robust, Grafton said, adding that the country's economic growth was "sustainable" at around 8 percent through 2013. With the exception of aluminium, exports of all major minerals and energy commodities are forecast to climb, with metallurgical and thermal coal both set to rise by 13 percent from a year earlier. The largest increases, in percentage terms, are expected for liquefied natural gas, up 21 percent, and alumina, up 15 percent. Copper exports are forecast to jump 10 percent. Based on the BREE data, Australian iron ore exports increased by 17 million tonnes in 2010/11 from the year before, and 56 million tonnes between 2011/12. They are slated to rise another 47 million tonnes by June 30, 2013 to 510 million tonnes. Slumping commodity prices in general and escalating costs have squeezed cash flows, pushing BHP and Rio to reconsider the pace of mine expansion, though neither has shown signs of pulling back in iron ore. According to government data, iron ore continues to remain a key part of the resources industry, with 15 projects, costing a total of $25.6 billion, in advanced stages of development. Rio, the world's second-largest miner of iron ore after Brazil's Vale, currently runs its mines at an annual rate of 230 million tonnes and has already put in place work to take output first to 283 million tonnes, then 353 million tonnes. At an expanded rate of 353 million tonnes, Rio's Australian mines would be supplying nearly a third of the world trade in iron ore. BHP is mining iron ore at a rate of 165 million to 170 million tonnes per year, which is above its production guidance of 159 million tonnes in fiscal 2012. But producers differ slightly on where the market is heading in the longer term. BHP expects 650 million tonnes a year of new seaborne iron ore supply to be needed by 2025, compared with a Rio forecast that 700 million tonnes of iron ore would be required by 2019. UNDER PRESSURE Iron ore prices grew dramatically to a peak of nearly $200 per tonne on a cost-and-freight China basis in February 2011, boosted by supply constraints and Chinese appetite for the steelmaking raw material. Since the second half of last year, however, slowing economic growth and increased supply have put pressure on prices. Benchmark iron ore with 62 percent iron content stood at $135.40 a tonne on Wednesday. According to mining consultancy Raw Materials Group (RMG), iron ore supply and demand are likely to be balanced in 2 years, slightly later than previously expected, as some new projects are constrained by political risk and difficult logistics. [ID: nL6E8HQ8BQ] Australia's metallurgical coal exports should climb to around 161 million tonnes in 2012/13, BREE said, although total earnings on this are slated to decline about 2 percent due to a modest drop in coal prices. Source：James Regan, Reuters Edited by Bryan, Mysteel 。

外媒：印度Orissa港铁矿石出口量从今年一季度开始下滑

概述：港口官员声称， 由于印度当地政府出台的严厉政策以及铁矿石出口税的上涨，印度东部港口Paradip港从今年一季度到六月为止铁矿石出口量已经下降了13.6%，跌至1,3840,000吨， 而去年同期达2,550,000吨 India's Orissa port iron ore exports fall in Q1-official * Paradip port's iron ore exports fall 13.6 pct in April-June * Exports from Paradip fall 14.2 pct to 13.84 mln tonnes in FY11 * Exporters losing $11-17 per tonne on sales-trader MUMBAI, June 28 (Reuters) - Exports of iron ore from Orissa's Paradip port in eastern India have fallen 13.6 percent so far in the first quarter to June due to stringent rules imposed by the local government and a four-fold increase in export tax, a port official told Reuters. The exports were at 2.55 million tonnes in the period compared with 2.95 million tonnes a year ago, Saroj Misro, traffic manager at Paradip Port Trust, said on Tuesday. "It (fall in exports) was because of the state's restrictions," he said. Lower exports from India, the world's third biggest exporter of the steel-making ingredient, have resulted in a tight supply situation in the global market amid thin buying by China. Orissa, India's biggest iron ore producing state, had around 200 iron ore mines, of which more than half have shut operations after the state began a crackdown on illegal mines in July 2009. "There is hardly any movement from Orissa due to high railway freight, export duty. They is no feasibility in the market, exporters are losing 500-800 rupees ($11-17) per tonne," said Dhruv Goel, managing director of Orissa-based iron ore trader, SteelMint. "The authorities are lagging in issuing permits due to stricter rules," said Goel. Exports from Paradip, India's second-largest iron ore exporting port, dropped 14.2 percent to 13.84 million tonnes in the fiscal year 2010/11 that ended in March from the year ago. India has been losing its export market to competing countries such as Australia as exports have turned unviable after a four-fold rise in exports tax on fines to 20 percent. Indian Railways also levied a "busy season charge" on iron ore freight rates in the quarter. India sells about half of its annual output of more than 200 million tonnes to top iron ore importer and steel producer China. It is likely to export 90-95 million tonnes of iron ore in the current fiscal year to March 2012, about the same level as the previous year, as domestic demand rises, an industry official said on Monday. The southern Indian state of Karnataka is yet to start shipments after a top court lifted a ban on shipments imposed last year, triggering exporters to seek court intervention on the matter. （来源：路透社） 。

5.26-6.1中国北方主要铁矿石港口到港情况

11.18-11.24中国北方主要铁矿石港口到港情况

外媒：淡水河谷公布第三季度部分财务数据

第三季度，粉矿均价上涨39%业内分析师表示，中国钢材需求远未饱和，铁矿石的高度需求以及季度定价模式将为淡水河谷带来丰富利润另外，其董事会撇清谣言，表示Roger Agnelli仍担任淡水河谷CEO， Rise in ore demand powers Vale A rebound in global demand for iron ore and a new pricing regime helped Vale of Brazil, the world’s biggest iron ore miner, post record profits, revenues and margins in the third quarter. Vale said cash generation, measured by adjusted earnings before interest, taxes, debt and amortisation, had risen to $8.8bn, well above its previous record of $6.4bn in the third quarter of 2008 and the $5.6bn reported in the second quarter of this year. This year, Vale and the world’s other big iron ore miners such as BHP Billiton and Rio Tinto dropped their traditional benchmark system of one-year contracts and replaced it with quarterly price adjustments linked to the Chinese iron ore spot market. The new system delivered price increases of 90-100 per cent in the second quarter. In the third quarter, average prices for iron ore fines rose a further 39 per cent. Net earnings were a record $6bn, up from $3.7bn in the second quarter and $1.7bn in the third quarter of 2009. Vale also announced best-ever operating revenues of $14.5bn, against $6.9bn in the same period last year, and ebit margins of 55 per cent. “We’re seeing an extremely favourable environment in terms of prices and demand for iron ore producers at the moment,” said Pedro Galdi, mining analyst at SLW Corretora, a São Paulo brokerage. “China is proving that it needs Brazil’s high-quality iron ore. Because of a solid strategy through the crisis, Vale is one of the main beneficiaries of this.” In a note to clients, Leonardo Correa, mining analyst at Barclays Capital in São Paulo, said the better-than-expected results reflected rising demand, especially in China, stricter cost control and higher realised prices. Vale said shipments to China rose to 46 per cent of its total, as compared with 39 per cent in the second quarter. It said China’s plan to build 5.8m homes in the low-income housing segment would further sustain demand for iron ore, and steel consumption in the country had not yet peaked. Mr Galdi said Vale should benefit “for decades” from China’s development and its need to supplement its inferior iron ore. The record results came as Brazil’s largest company is trying to dispel rumours of conflicts with the government, which has substantial indirect shareholdings in Vale and holds “golden shares”. Vale on Tuesday issued a statement denying that board members had discussed the possibility of replacing Roger Agnelli, chief executive. (来源：FT.com) 。

外媒：Sesa Goa周一股价大跌8.9%

而印度铁矿石禁止出口导致其价格与出口量的众多不确定因素正成为其困扰 Sesa Goa plummets on Vedanta's move Parent Vedanta Resources' move to use iron ore miner Sesa Goa to purchase a 20 per cent stake in Cairn India sent the Sesa Goa stock plummeting 8.9 per cent on Monday. Vedanta Resources holds a 57 per cent stake in Sesa Goa. Though the company has claimed that the deal is earnings accretive, Sesa Goa needs cash to bankroll expansion plans in its core mining business and its proposed forward integration into steel. The latter may be the key to tide over uncertainties such as a possible export ban and pricing pressures now surrounding Sesa Goa's core iron ore business. Core operations The 20 per cent stake in Cairn India is expected to cost Sesa Goa between Rs 13,500 crore and Rs 15,400 crore (depending on the outcome of the open offer). The company held Rs 6,900 crore in cash and liquid investments as of March 31, 2010, and generated consolidated net profit of Rs 1,300 crore on sales of Rs 2,400 crore in the first quarter of the current fiscal. These may be supplemented with short-term borrowings to fund this acquisition. Sesa Goa's expansion plans in its core iron ore mining business to achieve a doubling of capacity may entail an investment of about Rs 1,500 crore over a two-year period. The company has iron ore reserves of 353 million tonnes. Expansion plans include raising ore production to 50 million tonnes and a steel plant in Jharkhand where the company is also seeking iron ore mines. Setting up a greenfield steel plant of three million tonnes capacity may entail an investment of anywhere around Rs 13,000-14,000 crore. As a simple comparative, if Sesa Goa had decided to stick to its knitting and spend Rs 14,000 crore acquiring iron ore mines, it may have managed a substantial addition to their reserves. Just under $2 billion was recently spent by Japanese company Sumitomo for a 30 per cent stake in Brazilian iron ore player Usiminas which has reserves of 2.6 billion tonnes. Uncertainties Though Sesa Goa has traditionally enjoyed high operating profit margins and generated high cash flows from operations, uncertainties relating to the iron ore mining business to have been on the rise. Recent developments include a ban on iron ore exports in Karnataka where the company cutback production by 70 per cent on account of rising stock piles of iron ore. Karnataka contributed to 18.5 per cent of the company's production in FY2009-10. Even otherwise, moderating iron ore realisations due . (来源：Business Line) 。

外媒：尽管干散货需求减少，但海运价格依然上调

概述：据权威研究机构报道，本周干散货市场的需求平稳下降，对现货市场海运租赁拉响的警铃尽管现货市场海运租赁减少，上周中国港口铁矿石与煤炭库存急速上升，现货市场阶段性看好，干散货海运价格仍然上调 Dry bulk cargo demand declines but freight rates find support A new report from Commodore Research on the state of the dry bulk market said that dry bulk cargo demand has declined moderately over the course of the week, raising the alarm over the troubling development of a decline in spot chartering activity. Last week saw 100 spot fixtures report (24 less than the previous week) and 32 period fixtures (11 more than the previous week). In fact, fice or more deals were for a year or more, in turn benefiting freight rates in the spot market. Capesize chartering activity declined last week, with only 13 iron ore fixtures actually reported in the market, 14 less than the previous week. Despite last week’s 17% rise in capesize rates, short-term prospects for the capesize market remain troubling Yesterday, the industry’s benchmark, the Baltic Dry Index (BDI) rose for the 12th straight session, now standing at 1,977 points, up by 0.51% versus Friday. Commodore said that “last week’s decline in spot chartering activity is troubling, particularly the decline in thermal coal and iron ore fixtures. Asian thermal coal demand remains strong but the decrease in coal fixtures must not be ignored. Even more troubling is last week’s decline in iron ore fixtures. With stockpiles of iron ore and coal at Chinese ports both up sharply from a week ago, it is possible that related chartering activity will remain at subdued levels during the upcoming weeks. Dry bulk freight rates were still able to increase last week despite the decline in spot chartering activity, with the spot market benefiting from a continued increase in period chartering activity. The market has acknowledged that spot freight rates for panamax, supramax, and handysize vessels remain firm and are optimistic that rates for these vessels will remain well above operating costs in the foreseeable futures”. The report went on to say that near-term prospects for the capesize market remain bleak. “In addition to the steady amount of capesize newbuildings continuing to enter the market, capesize vessel congestion has decreased sharply during the last six weeks. Going forward, capesize chartering activity needs to increase drastically for Cape rates to find continued support”. An additional factor to watch in the market is India’s Kamataka’s recent decision to ban iron ore exports, which will likely help the market as it will likely lead to an increase Chinese ore imports from Brazil (the vast majority of Brazilian ore exports are shipped with Capes). Several rail and truck shipments of Indian iron ore were halted - but shipments, for the most part, eventually returned to normal - even while the government remained aware of continuing tax evasion. The Kamataka government has now banned ore exports from ten ports, as it believes banning iron ore exports is the only way to put significant pressure on the illegal activities. Kamataka produces approximately 46 million tons of iron ore each year, with roughly 40 million tons of the ore exported to China. Iron ore exports will be restricted at the ports of Padubidre, Karwar, Tadadi, Belikere, Bhatkal, Honnawar, Kundapur, Maple, Hangarkatte, and Old Mangalore. Most of the ports are relatively small and currently not very active due to India’s ongoing monsoon season - but the decision to ban exports from the ports will still moderately limit overall Indian iron ore exports. If Kamataka-produced ore is also restricted from being trucked and railed to ports outside of Kamataka, Brazilian iron ore exports would receive even greater support. It remains to be seen if the ban on ore exports will last for a prolonged period of time however. It is also possible that Chinese iron ore demand will remain at a subdued level during the upcoming weeks due to the near record amount of ore that is stockpiled at Chinese ports. This would partially cancel out the impact of the Kamataka iron ore ban. （来源：Hellenic Shipping News） 。

外媒：BHP三季度产量上涨11%

概述：必合必拓本财政年度第3季度铁矿石产量上涨11%达到3.116千万吨瑞银分析师GlynLawcock认为，全球性的钢铁产量反弹，将延续对铁矿石和焦煤的需求 原文 April 21 (Bloomberg) -- BHP Billiton Ltd., the world’s largest mining company, said third-quarter iron-ore production rose 11 percent as demand from China surged. Output of the ore, the company’s biggest earner in fiscal 2009, was 31.16 million metric tons in the three months ended March 31, from 28.19 million tons a year earlier, Melbourne- based BHP said today in a statement. That compares with UBS AG’s estimates of 27.9 million tons and 33.25 million tons from Credit Suisse Group AG. BHP joins rival Rio Tinto Group in raising iron-ore production as demand from automakers and builders rebounds with the global economic recovery. Economic growth in China, the biggest metals consumer, accelerated to the fastest pace in almost three years in the March quarter. “Global steel production rates suggest continued higher demand for iron ore and coking coal,” UBS analyst Glyn Lawcock said in a report on April 16. He has a “buy” rating on BHP. The production report came before trading began in Sydney. The stock has declined 0.7 percent this year, compared with a 4.9 percent gain in Rio’s Sydney-traded shares and a 1.1 percent rise in the benchmark index. BHP reported year-to-date production records for iron ore as it expands output, it said. The Rapid Growth Project 4 iron ore expansion is “progressing well,” BHP said. （BusinessWeek） 。

(外媒）Sesa Goa 计划在第一季度生产700至800万吨的铁矿石

简述：路透讯，印度最大的铁矿石出口企业SesaGoaLtd.计划在第一季度生产700至800万吨的铁矿石，这批铁矿石主要流向是中国市场公司总经理PrasunKumar在电话会议上表示，来自中国的需求十分旺盛 Sesa Goa Ltd., India’s biggest iron- ore exporter, plans to mine between 7 million to 8 million metric tons of the steelmaking ingredient in the three months to March 31, most of which will be exported to China. “There is strong demand from China,” Managing Director Prasun Kumar Mukherjee said in a conference call today. Sesa Goa, a unit of Vedanta Resources Plc, exports a majority of its production to steelmakers in China and Japan. China, the world’s largest buyer of iron ore, increased imports last year by 42 percent to a record 628 million metric tons. China’s imports may climb 5.1 percent to 660 million tons this year, Custeel.com analyst Du Wei said last week. The Panaji, Goa-based company’s shares fell 0.9 percent to 406.15 rupees at close of trading in Mumbai. “The shares look expensive at current prices and there is not much upside from here,” said Sumeet Singhania, assistant vice president at Antique Stock Broking Ltd. in Mumbai, who has a “sell’ recommendation on the stock. “If spot iron ore prices rise further mining in China will become profitable, which will affect Sesa’s exports.” Sesa Goa sold about 67 percent of its iron ore output in the cash market and the rest on long-term agreements in the quarter ended Dec. 31. An increase in cash prices and demand from China pushed up third-quarter profit by 76 percent. ‘Panic Buying’ Cash prices of 62 percent iron-content ore delivered to Tianjin port in China reached the highest in at least 13 months on Jan. 8, according to the Steel Index. Prices had jumped amid “panic buying” by Chinese mills concerned about the availability of cargoes from Australia, Goldman Sachs JBWere Pty. said. Sesa Goa plans to spend about 15 billion rupees to raise iron ore mining capacity to 50 million tons over two to three years, Mukherjee said in the call today. After completing the expansion, Sesa Goa’s output in its home state will touch 30 million tons, while its capacity in the southern state of Karnataka and eastern state of Orissa will reach 10 million tons each, he said. (bloomberg) 。