Iron ore price

Iron ore enjoys the war
The iron ore jaws are wide on the war.
David Llewellyn-Smith
1
Iron ore rides high on the war
Chinese steel exports are down 10% in Q1.
David Llewellyn-Smith
2
Iron ore waits on the war
The ferrous complex is weakening as peace prospects in the Gulf improve.
David Llewellyn-Smith
1
What does the Iran war do to iron ore?
The ferrous jaws are back.
David Llewellyn-Smith
4
Who pays for the Pilbara killer?
The ferrous complex is still agitating around oil, but the jaws are pretty wide, even accounting for increased shipping costs.
David Llewellyn-Smith
Iron ore pulse fades
The ferrous market pulse is fading.
David Llewellyn-Smith
Meanwhile, iron ore is stuffed
The ferrous complex is trading the war, not itself.
David Llewellyn-Smith
2
A last gasp for Chinese growth
China’s January/February growth numbers were out yesterday and showed some broad strength. Industrial production growth increased to 6.3% yoy in January-February from 5.2% yoy in December due to significantly stronger-than-expected exports. Fixed asset investment (FAI) growth significantly increased from -13.0% yoy in December to +1.8% yoy in January-February.
David Llewellyn-Smith
Australian dollar rockets as asteroid destoys Earth
DXY flamed out last night on the G7 unpledge to release petroleum reserves.
David Llewellyn-Smith
6
Iron ore roars as fundamentals collapse
The world is falling apart, but the jaws are back.
David Llewellyn-Smith
China tightens BHP screws
David Llewellyn-Smith
4
Iron ore takes off as steel market crumbles
The ferrous market does love seasonality, and no sooner has it closed the jaws than it is reopening them.
David Llewellyn-Smith
1
Australian dollar bombed in Middle East
The ferrous complex rolled on Friday as we head to the Two Sessions.
David Llewellyn-Smith
2
China turns green steel dream into nightmare
Roll the tape.
David Llewellyn-Smith
2
Iron ore begins the year badly
The ferrous complex closed the jaws again yesterday.
David Llewellyn-Smith
2
Iron ore roars, coughs, and falls
There’s not much very encouraging going on for ferrous.
David Llewellyn-Smith
1
Iron ore roars out of Chinese new year
Chinese markets are open again, and dirt is flying.
David Llewellyn-Smith
1
Iron ore’s long losing streak set for reprieve?
Iron ore futures have been on a significant sag in Singapore over the Chinese Lunar New Year break.
David Llewellyn-Smith
3
Even more iron ore
China is closed for CNY for a week. SGX is closed for two days. Steel profits have improved, and we will probably see a decent rebound in output post-holiday. However, I expect this will only serve to drive steel prices lower amid stalling (and contracting) steel export growth plus weak domestic demand.
David Llewellyn-Smith
1
Uh oh. China runs out of room for iron ore
The ferrous jaws are all but closed after a Friday flush.
David Llewellyn-Smith
5
Pilbara killer rises
DXY stopped falling last night, possibly as Trump withdrew ICE from Minneapolis.
David Llewellyn-Smith
3
Major bank: Chinese steel is about to crash
The ferrous jaws may have partially closed, but a new problem is fast emerging: the price of steel amid weak demand.
David Llewellyn-Smith
3
Let them eat steel, demands China
The world’s most unpleasant nation, and the Albanese government’s best friend, has once again bared its fangs, not to mention its glass jaw.
David Llewellyn-Smith
8
Iron ore free falls into cyclone
The ferrous jaws are closing on a monthly basis.
David Llewellyn-Smith
3
The great iron ore tumble begins
The ferrous jaws are finally closing.
David Llewellyn-Smith
4