Tag: seaborne supply

Healthy mill margins, seasonal restocking sustain demand Supply surge, steady prices offset weak domestic fundamentals China’s iron ore imports reached a record 116.33 million tonnes (mnt) in September 2025, up 10.6% m-o-m from August, as improved mill profitability and seasonal restocking lifted seaborne demand. This marked the fourth consecutive month above the 100-mnt level, reinforcing…