Figure 1: Summary of China commodity production, trade and...

Figure 1: Summary of China commodity production, trade and demand

	China Commodity Mar-21 Feb-22 Mar-22 Change Change Tracker Month Month Month MoM YoY	Mar-21 Mar-22 Change YTD YTD YoY
1	Iron ore
2	Iron ore imports (Mt) 102 81 877%-15%	283 268-5%
3	Iron ore - RoM production (Mt) 82 74 9528% 16%	235 2569%
4	Steel
5	Crude steel production (Mt) Pig iron production (Mt) Finished steel net ex ports (Mt) Semi finished steel net import (Mt) 94 75 75 63 6 3 8818%-6%7214%-4%447%-37% 1 1 0	271 243-10%221 201-9%14 10-29% 32
6	Steel demand (Mt) 88 72 8417%-4%Steel demand incl. semis (Mt) 88 73 8415%-5%	256 233-9%259 235-9%
7	Copper
8	Refined copper production (kt) Refined copper net imports (kt) Inv entory draw (build), SFE (kt) 870 807 338 263 93516% 7% 2786%-18%-76 -100 -6	2,487 857 2,6446%821-4% -105 -107
9	Refined copper demand (kt) 1,133 970 1,20724% 7%	3,239 3,3584%
10	Copper product production (kt) 1,815 1,342 1,89841% 5%Copper product net imports (kt) 481 401 398-1% -17%	4,516 4,8257%1,222 1,2280%
11	Copper product demand (kt) 2,296 1,743 2,29632%0%	5,738 6,0535%
12	Copper concentrate net imports (Mt) 2.2 2.1 2.25% 1%Copper scrap imports (kt) 172 110 15037%-13%	6 67%364 42316%
13	Refined + products + conc. + scrap imports (Mt) 1.5 1.3 1.46%-11%	3.9 4.13%
14	Aluminium
15	Aluminium production (Mt) Aluminium net imports (kt) Inv entory draw (build), SFE (kt) 3.28 3.00 87 -8 3.3010% 1%-3-65% -103% -74 -26 -15	9.8 331 9.6-1%24-93% -130 -40
16	Aluminium demand (Mt) 3.29 2.97 3.2810%0%	10.0 9.6-3%
17	Aluminium products & alloy s production (Mt) 6.24 4.83 6.3331% 1%Aluminium products & alloy s - net ex ports (kt) 237 278 39743% 68%	16.2 16.52%624 1,09576%
18	Aluminium products demand (Mt) 6.00 4.55 5.9330%-1%	15.5 15.4-1%
19	Aluminium raw materials
20	Aluminium scrap - net imports (kt) Alumina - net imports (kt) Baux ite - net imports (kt) 114 82 264 197 10,109 10,305 10933%-4% 176-11% -33%11,70414% 16%	221 733 27,170 31844% 582-21%32,70220%
21	Nickel
22	Nickel concentrate imports (kt) 1,840 1,243 1,70437%-7%	4,751 4,502-5%
23	Nickel NPI + refined production (kt) Nickel refined net imports (kt) Inv entory draw (build), SFE (kt) 51 46 11 14 5113%0% 141% 35%2 -1 -1	155 141-9%29 5174% 3 -3
24	Nickel demand (kt) 64 59 6410% 1%	187 1891%
25	Coal
26	Total coal production (Mt) 341 326 39621% 16%	971 1,08412%
27	Total coal net import (Mt) 27 11 1649%-40%	68 51-24%
28	Thermal coal production (Mt) Thermal coal net import (Mt) Port inv entory draw (build) (kt) 285 277 22 8 34123% 20%1358%-43% -34 11 -14	805 56 92515%39-31% -58 -3
29	Thermal coal demand (Mt) 307 285 35424% 15%	862 96412%
30	Coking coal production (Mt) 56 49 5512%-3%Coking coal net import (Mt) 5 3 427%-24%	165 158-4%11 128%
31	Coking coal demand (Mt) 61 52 5813%-4%	176 171-3%

Source: Ord Minnett estimates, Bloomberg Finance L.P.

Bugger it, I will use Bloombergs...although mine is only 10 minutes old..this is a delay of 12 hours...sry about that folks...