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Iron ore slides as concerns over China demand prospects dominate

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Iron ore futures slipped for a third straight session on Wednesday, as concerns over demand prospects in top consumer China dominated in the absence of details for anticipated stimulus measures in the world’s second-largest economy.

The most-traded May iron ore contract on China’s Dalian Commodity Exchange (DCE) traded 1.48% lower at 765 yuan ($105) a metric ton as of 0319 GMT.

The contract hit the lowest since January 13 at 761.5 yuan a ton earlier in the session.

The benchmark April iron ore (SZZFJ5) on the Singapore Exchange was 1.58% lower at $100.55 a ton as of 0309 GMT, after touching the lowest since March 12 at $100.15 a ton earlier.

“The steeper fall in the new construction data dampened market confidence, sparking broad risk-off sentiment,” said Chu Xinli, an analyst at China Futures.

New construction starts measured by floor area decreased 29.6% in January and February, following a 23% slide in 2024, official data showed on Monday.

Moreover, lingering concern over demand prospects amid the escalation of a global trade war triggered by the new tariffs by U.S. President Donald Trump is also weighing on prices.

India has recommended a temporary tax of 12% on some steel products for 200 days, known locally as safeguard duty, in a bid to curb imports.

Elsewhere, Taiwan will maintain anti-dumping duties on stainless steel from China and South Korea for five years.

Other steelmaking ingredients on the DCE languished, with coking coal and coke (DCJcv1) down 2.65% and 1.81%, respectively.

Steel benchmarks on the Shanghai Futures Exchange eased. Rebar lost 0.84%, hot-rolled coil dipped 0.42%, wire rod (SWRcv1) slid 0.7% and stainless steel ticked down 0.15%.

A turnaround in the steel market will need to see either a forceful production cut among steelmakers or a stronger-than-expected consumption,” China Futures’ Chu said.

Source: Reuters

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