Topic 1

Carbon Peak and its effect on Iron Ore price

Speaker: Xu Huimin,Orient Research Institute, Senior Analyst

Presentation deck: Iron ore

 

Background:

The steel industry in China accounts for 15% of domestic and 60% of the world’s carbon emission. In the short term, the solution to reduction of carbon emission is to reduce steel production. Nonetheless, this would widen the gap between steel demand and supply and narrow down raw materials.  How will all these factors affect iron ore prices?

 

 

Topic 2

Copper Market Outlook

Speaker: Cao Yang,Orient Research Institute, Senior Analyst

Presentation deck: Copper

 

Background:

Copper price trend depends largely on demand-supply forces, new energy sources and carbon neutralisation. Moreover, macro forces in place include the launch of COVID-19 vaccination and clean energy plan of the Biden administration.  What then is the outlook for copper prices?

  • Supply factors in the long term
  • Demand factors —Macro
  • Demand factors —Micro(International/ Domestic)
  • How new energy and carbon neutrality affect both demand and supply.
  • Investment suggestions
  • Arbitrage opportunities

 

 

 

About Orient Futures Singapore

Orient Futures International (Singapore) Pte. Ltd. is a direct wholly owned subsidiary of Orient Futures Co., Ltd. and an indirect wholly owned subsidiary of Orient Securities Co., Ltd. which is listed on both the Shanghai Stock Exchange and the Hong Kong Stock Exchange. Collectively, the Group offers a one-stop global brokerage solution to clients seeking international access to global markets and the Chinese markets.  Licensed by the Monetary Authority of Singapore, Orient Futures Singapore offers a suite of capital market products including Exchange Traded Derivatives, OTC Derivatives and Leveraged Foreign Exchange.

 

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