Monitor the consumption
of mining commodities
in near realtime
COMMODITY NEWS CIRCULATES QUICKLY
but commentators often talk about sentiment. Optical and thermal satellite imagery, however, together with geolocation data now make it possible to measure the true rate of commodity consumption in a wide range of sectors including steel mills, cement kilns and metal smelters.
Choose the sector, geography and sample size for your demand indicator
When this is not business as usual, finding the new normal is crucial
Anticipate changes in market fundamentals ahead of time
The technology used by the Demand Tracker depends on the type of asset being analyzed. In the case of steel mills, thermal imagery is used to monitor the heat emitted by blast furnaces, and these signals are used to infer the production rate of a steel mill. The resulting time series can be aggregated in order to provide a leading indicator of demand for iron ore and metallurgical coal.
Source: Kayrros Analysis