Latest Insights and Trends
Explore our comprehensive data solutions that empower traders with actionable intelligence and market foresight.
Filter
DBX Global Coal Fundamentals Report November 2025
Thermal coal markets are tightening into winter, with inventories drawing down across North-East Asia, imports into China, Japan and Korea remaining elevated, and Indonesian exports facing new policy-driven constraints. DBX’s November 2025 Global Coal Fundamentals report sets out how these factors are shaping a more bullish thermal outlook into Q4, while metallurgical coal stays range-bound amid weak steel margins.
New Signal: ArcelorMittal Gijón BF-B Goes Offline Into December
ArcelorMittal’s Gijón BF-B has gone offline again heading into December, with DBX Spectrum detecting the shutdown ahead of official confirmation. The outage reflects deeper operational and strategic pressures as Europe’s steel sector tightens, raising near-term risks for pig iron availability, flat product pricing, and market volatility.
Eurocoke Summit Digest 2025
Exclusive Eurocoke 2025 Summit analysis reveals why metallurgical coal's 'decline' story misses three critical arbitrage opportunities creating alpha. At $180/t FOB Australia, 37% of production is loss-making while PLV supply peaks in 2028. Indonesia's coke exports surge 390% by year-end, disrupting global trade flows. Download DBX Commodities' comprehensive market intelligence report.
.jpg)
Iron ore ends 2025 in one of the most finely balanced markets we’ve seen in years
Iron ore ends 2025 unusually balanced, with prices holding near US$105/t as record Chinese imports collide with weak steel demand, elevated port stocks, and weather-sensitive supply from Australia and Brazil. DBX’s Global Iron Ore Fundamentals December 2025 highlights key flow and inventory signals, including early Simandou movements to clarify price risks and the outlook into 2026.
Global Copper Fundamentals December 2025
Copper markets are tightening into year-end. DBX’s November Global Copper Fundamentals highlights historically low TCRCs, fragile concentrate flows, and smelters running near full capacity — keeping prices resilient near $5/lb despite macro softness.
Coaltrans 2025 digest
Access strategic intelligence from Coaltrans Asia 2025. This 15-page report analyzes India's emergence as the marginal met coal buyer, Australian supply constraints, Indonesian logistics risks, and seaborne price outlook through 2030.
Colombia Coal Market Analysis 2025
The definitive intelligence package for Colombian thermal coal markets. Our satellite-validated supply curve analysis reveals extreme cost dispersion between Tier-1 producers ($70/t FOB) and marginal operators ($105/t+), creating systematic mispricing opportunities across financial and physical markets following Glencore's major production cuts.
.png)
2 trades, $30/ton combined upside potential
Discover why we're targeting 15% upside in coal and iron ore markets. Exclusive analysis reveals asymmetric risk/reward setups with clear entry and exit points. Limited briefing slots available.
.png)
Japan's Power Demand Boom and the Future of Thermal Coal Imports
Comprehensive market analysis examining Japan's thermal coal import trajectory through 2050. DBX Research challenges conventional assumptions about Japan's energy transition timeline, revealing why coal demand will remain elevated longer than government targets suggest. Essential intelligence for commodity traders, energy investors, and supply chain managers.
Calm Waters: Unpacking the Unusual Stability in the Iron Ore Market
Access DBX's real-time analysis of iron ore market stability, revealing why volatility has dropped below 20% and identifying Q3 2025 breakout risks through satellite monitoring and AI analytics.
Steel Markets in Real-time 2025
Access real-time steel market intelligence through satellite analytics. DBX Commodities delivers actionable insights on global production and trade flows.
.png)
Fastmarkets Iron Ore and Green Steel Summit Digest
Exclusive insights from Fastmarkets Iron Ore & Steel Conference Barcelona 2025. Our strategic analysis reveals market shifts, China's evolving role, green steel progress, and investment opportunities shaping the industry through 2030.
