Share on Facebook Share on Twitter Share on Reddit + - Iron ore miner breakevens revisited By Houses and Holes in Commodities, Iron ore priceat 11:05 am on April 2, 2015 | 7 comments Nice little interactive here from The Australian: Share on Facebook Share on Twitter Share on Reddit + - YOU MAY ALSO BE INTERESTED IN Fear falling Chinese buildingLast week we looked at the global capex cycle If it digs, sell itFirst blood to Janet Yellen. Dalian has regained South Africa moves on higher mining levy tooWhen it rains it pours, from Bloomberg: South Big miners go full hysteria on WA iron ore levyFrom The Australian: Rio Tinto chief Comments Cornflakes April 2, 2015 at 11:22 am I wonder how likely that Roy Hill figure is going to be? How can one tell until the dirt starts shipping? Is that a best case scenario? AlbyMangles April 2, 2015 at 11:54 am poor Gina, it could be too late to lose the weight she used to use to throw around clone278 April 2, 2015 at 1:28 pm She’ll be pushing for an FTA with Africa so she can bring in all the workers she needs on $2 per day. I’m sure that’s not all she’ll be using them for!! notsofast April 2, 2015 at 12:00 pm So where are the Chinese Iron Ore suppliers breakevens? Or don’t they count? Or is it more a case of you don’t want anyone to end up in jail? Cornflakes April 2, 2015 at 3:16 pm The vast majority are well out of the game except that they are largely state owned enterprises. So they will keep going as a means of maintaining the “iron rice bowl” of working for a state owned company. There is also the security issue of maintaining a domestic supply. If seaborne trade was limited or stopped, they want some Iron Ore to be ready at hand. stefk April 2, 2015 at 1:00 pm I/O today – $43.13 FOB FMG per the above – $50.00 FOB Forrest Gump April 2, 2015 at 1:37 pm What about Sino and Karrara?