Some sexy charts
Chinese stocks of rebar are falling faster in 2H22 than in any of the previous 5 years - presumably a good leading indicator for Chinese iron ore demand
Baltic Handysize Index (proxy for tomby shipping cost) is falling like a stone - down 40% from March Q highs
I found some POS shipping stock focused on shipping out of Brazil. Looks like the share price has peaked - a good sign for those paying for their services (ie tomby)
What else should we be tracking? I tried to buy some up to date satellite images of the mine but the Maxar website defeated me
Some sexy chartsChinese stocks of rebar are falling faster in...
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