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BigMint

6/3/2025, 9:40:59 AM

*Gabon to halt manganese ore exports by CY'29. How might it affect global market?* * Move to support Gabonese domestic industry * Gabon was India's 2nd-largest manganese ore supplier in CY'24 https://www.bigmint.co/insights/detail/gabon-to-halt-manganese-ore-exports-by-cy-29-how-might-it-affect-global-market-651500 *Gabon to halt manganese ore exports by 2029. How do you rate the impact on global steel prices?* 🔥 Major disruption 📊 Moderate impact ✅ Minimal effect 🤷 Too early to tell

BigMint

6/2/2025, 12:04:42 PM

*India: NMDC's iron ore production up by 11% m-o-m in May'25* * NMDC output up 11%, sales up 20% m-o-m in May * Apr–May output at 8.43 mnt, up 45% y-o-y https://www.bigmint.co/intel/detail/india-nmdcs-iron-ore-production-up-by-11-m-o-m-in-may25-33287

BigMint

6/4/2025, 4:51:07 AM

*Indian primary steel mills see subdued FY'25 as EBITDA slides y-o-y. What's in store for FY'26?* * Crude steel production shows mixed trends y-o-y * Sharp decline in steel prices drags down EBITDA/t * PAT sinks, JSW Steel hardest hit with 43% fall y-o-y https://www.bigmint.co/insights/detail/indian-primary-steel-mills-see-subdued-fy25-as-ebitda-slides-y-o-y-whats-in-store-for-fy26-651796

BigMint

6/3/2025, 12:34:50 PM

*India: NMDC's iron ore rake movements increase m-o-m in May'25* * Iron ore movements to non-state units largely firm * RINL top buyer with 154 rakes https://www.bigmint.co/insights/detail/india-nmdcs-iron-ore-rake-movements-increase-m-o-m-in-may25-651486

BigMint

6/3/2025, 5:40:08 AM

*Indian sponge iron prices fall to a 4-year low in May 2025. What next? BigMint analysis* * Prices drop to lowest level since pandemic amid domestic overcapacity * Decline in coal and raw material prices impact sponge iron prices * Near-term outlook dim amid deteriorating steel market sentiment https://www.bigmint.co/insights/detail/indian-sponge-iron-prices-fall-to-a-4-year-low-in-may-2025-what-next-bigmint-analysis-651396

BigMint

6/4/2025, 3:26:52 AM

*India: NMDC cuts iron ore prices for Jun'25 amid declining steel prices* * OMC's iron ore fines auction fetches lower bids, limited participation * NMDC's iron ore production rises over 10% m-o-m in May'25 https://www.bigmint.co/insights/detail/india-nmdc-cuts-iron-ore-prices-for-jun25-amid-declining-steel-prices-651793

BigMint

6/4/2025, 1:00:55 PM

*India: Tier-I mills cut rebar prices by up to INR 1,500/t ($17/t) for early-June'25* * Inventories rise m-o-m in subdued market * IF-rebar prices drop m-o-m on weak sentiments https://www.bigmint.co/insights/detail/india-tier-i-mills-cut-rebar-prices-by-up-to-inr-1500-t-17-t-for-early-june25-651861

BigMint

6/4/2025, 12:40:37 PM

Catch a glimpse of our conversation with *Mr.Jayant Jain, Managing Director – G.R. Metalloys Pvt. Ltd.,* as he shares his journey from trading scrap to building one of India’s largest aluminium alloy manufacturing companies. 📺 *Watch the full Podcast* – fill out your details to access the complete conversation: https://www.bigmint.co/events/webinar/our-success-mantra-is-to-be-the-best-in-the-world-says-aluminium-game-changer-jayant-jain--

BigMint

6/3/2025, 7:07:27 AM

*China: Macro compulsions may rule out crude steel output cuts in 2025* * Demand seen tripping by 2% in this calendar * Iron ore oversupply may dampen Chinese appetite * Will US tariffs force down exports from June? https://www.bigmint.co/insights/detail/china-macro-compulsions-may-rule-out-crude-steel-output-cuts-in-2025-651497

BigMint

6/2/2025, 12:45:44 PM

*India: Chhattisgarh government to auction 9 mineral blocks* * Bid submission to close on 14 Jul'25 * E-auction to be held on MSTC platform https://www.bigmint.co/insights/detail/india-chhattisgarh-government-to-auction-9-mineral-blocks-651248