1. China Steel & Ferro-Alloys
Overview and General Prospect of 2017
Mr. Karl Liu, GM of SINO-MINEMET Intl Co (China)
Managing Directot of Ferro-Alloys.Com

2. ABOUT SINO-MINEMET
Founded in 1999 by China National Coal Energy and became shareholdings in
Export Coal, Coke, Metals and Ferroalloys;
Import Ores, alloys and scrap, Coal related Machines
2010 invested in Metallurgical CaSi Plant, 40K mt/pa with top grade quality.
Licensed A Class company in exporting ferroalloys.
Major exporter of FeSi, CaSi, Ca Metal, Mg Metal, Mn Metal, FeV ,and CR./MN ore and Alloys trading.

3. OUTLINE Part I. Chinese Steel Industry Overview
Part II. Iron ore, Coal,Mn /Cr ore
Part III Chinese Ferro-Alloys Overview and
Outlook
Conclusion

4. Part I. Chinese Steel Overview
Steel Capability and Production in 2016
Capacity: 808million tons crude steel
Pig Iron 701Million tons
Total output 1138million tons(including process products)
Demands: acutal consumption 670million tons
Trade: import Steel 13.21millon tons,
Iron ore: 1024million tons
Export Steel: 108million tons

5. Chinese Steel Overview on 2016
Investment: Smetering and Processing: billion, down 2.2%
Mining 97.8billion, down 28.4%
Income : 2800billion RMB, Profit 38.3 Billion RMB ,only 1.8%
Outlook: Steel Demands in 2017 : 660million tons , will down 1.6%
Output in 2017 : 788 Million tons ,will down 2.48%
In General, Chinese Steel in 2017: Low profit

6. Coal,Iron Ore,Mn Ore, Cr Ore Overview 2016
IRON ORE: Global Output : 2.05 Billion Tons
China Consumption : 1.1Billion tons
COAL&COKE: Global Coal output:7.78 billion tons
Coke Coal: 2.1billion tons
China Coal Output:3.34 billion tons
import Coal: 250million tons
Manganese Ore: Global 54miilion tons
China imported: 17.08miilion tons
up 8.2%
Domestic : 8million tons
Manganese Alloys :10miilion tons
El.Mn metak : 2million tons .

7. Coal,Iron Ore,Mn Ore, Cr Ore Overview 2016
Manganese Alloy Output in coming 3 years: 3 million new capacity
Jilin Ferroalloys(inner Mogolia :1million SiMn
Tianyuan Manganese: 1million SiMn
Others; 1 million tons
In General Mn ore demands keep growing ,unless SiMn Capacity not full operated before 2020
Chrome Ore: Global Output : 30 million tons
China imported: 10.58Million tons ,
only 1.8% up
China consumpted: 11 millions of Cr ore
New capacity: 2.6million tons before 2020
Additional Cr demands 5.20Million tons

8. Part III. Chinese Fe-Alloys Overview&Outlook
Capability and Production : 40 Millions tons output: Million tons
Market Overview and trend:
S.A Cr ore :300% up to usd420/dmtu
Current:usd
BHP Mn ore :from USD2.95 up to usd9.50/dmtu , up by 222%, BHP net Profit in 2016: 4.7 billion US Dollars
Current: usd /dmtu , down by 40%
SiMn RMB9800 down to RMB5900/mt

9. Policy and other fators
Part III. Chinese Fe-Alloys Overview&Outlook
Policy and other fators
Not encouraged to Exp: Export Tax decreased 5%
FeSi 20%; SiMn/FeMn 20%; FeCr 15%
Currency value: invalue or devalue ?
Cost increased: land transportation
Port Logistic Charge
Labor cost
Others

10. Conclusion Market is growing: 1Q is worse than last 4Q Mn Ore import Volume will be driving ,same or more Cr Ore&FeCr: import Volume in 1Q declined,FeCr price will stop falling shortly Ore&SiMn: current price will not stand by, price will bottom up 2Q FeSi: price is growing and supply balanced demands Noble Alloys: Mo and FeV is growing due to raw materials short supply Invested in Thailand, Malysia, Indonesia may be good choices.

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