Categories
Commodities
RIO pulls trigger on Pilbara killer
David Llewellyn-Smith
2 months ago
14
Chinese steel gets depressed
David Llewellyn-Smith
2 months ago
Iron ore crashes
Led lower by rebar, SGX gave way: Dalian is crashing for iron ore and coking coal: There are multiple causes: “The reality is that post-holiday demand is still not strong,” said Han Jing, a senior analyst at SDIC Essence Futures Co.
David Llewellyn-Smith
2 months ago
3
Iron ore goes splat
Back from holiday and the much anticipated new boom in steel output is caput: The benchmark March iron ore SZZFH4 on the Singapore Exchange slid 2.91% to $127.45 a ton, as of 0706 GMT, in part due to fading bets of early U.S.
David Llewellyn-Smith
2 months ago
2
Pilbara killer meets Bambi
Lying is a way of life for corporations.
David Llewellyn-Smith
2 months ago
5
Is China about to scrap iron ore?
David Llewellyn-Smith
2 months ago
4
Wild data for Chinese steel
It is typical for the time of year, given LNY shifts around, but it is especially extreme this year.
David Llewellyn-Smith
2 months ago
1
RIO upsells the Pilbara killer
From a Chinese captured RIO yesterday: The Simandou product of more than 66% iron content will be the caviar of iron ores as the “normal” iron content is only 58%, Gerard Rheinberger told Business Report at the sidelines at Mining Indada in Cape Town.
David Llewellyn-Smith
2 months ago
6
Can Chinese stocks save iron ore?
Can the CCP even save stocks?
David Llewellyn-Smith
2 months ago
Iron ore turbulence builds
Weak rebar futures continue to lead iron ore lower: Dalian reversed higher overnight on the stock market rescue effort, but that is a big yawn over the stretch.
David Llewellyn-Smith
2 months ago
Markets abandon commodities
RBC with the note. Total commodity investor AUM in January started off the year on a weak note, albeit the least weak example in the last six months. Exchange traded products continued to decline due to withdrawals from the gold ETP (despite the usually gold-positive rate cut narrative).
David Llewellyn-Smith
2 months ago
Iron ore approaches a cliff
David Llewellyn-Smith
2 months ago
2
Pilbara killer approved
Another step forward for the Pilbara killer today: Guinea’s National Transition Council approved a joint venture between Rio Tinto Plc, China-backed Winning Consortium Simandou and the government that seeks to develop the world’s biggest untapped iron ore reserve.
David Llewellyn-Smith
2 months ago
3
Iron ore trouble returns as steel breaks
David Llewellyn-Smith
2 months ago
Chinese bear market devours all
The PMIs were shite: The steel PMI too: The stocks save is gone inside a week with new lows across equities: Yields are tumbling: Mortgage rates too: But having no effect: It is a structural adjustment from which there is no recovery.
David Llewellyn-Smith
3 months ago
1
Pilbara killer advances
More capital for the Pilbara killler: The world’s largest steelmaker China Baowu Steel Group has raised 10 billion yuan ($1.4 billion) from a bond issue, in part for the giant Simandou iron ore project in Guinea, it said on Monday.
David Llewellyn-Smith
3 months ago
2
Capital bids China adieu
Usually, stock market saves run for a few weeks at least.
David Llewellyn-Smith
3 months ago
2
Evergrande liquidation will shock iron ore
Evergrande liquidation will shock iron ore.
David Llewellyn-Smith
3 months ago
4
Global steel goes nowhere
Prices for steel and iron are out of puff for now: 2023 was the year of nothing for steel output, via World Steel: Usually, such a year would deliver price falls as iron ore and steel recycling incrementally increases.
David Llewellyn-Smith
3 months ago
Chinese property approaches the “completions cliff”
David Llewellyn-Smith
3 months ago
3
Iron ore rocket relaunches
Seasonal tailwinds continue to work for iron ore: There is better data to work with as well.
David Llewellyn-Smith
3 months ago
2
Let green mineral miners burn
It’s always the same with these blokes.
David Llewellyn-Smith
3 months ago
13
Iron ore follows the season
A little bounce in iron ore and steel prices over the last few days: This is zero surprise and entirely consistent with seasonal tailwinds.
David Llewellyn-Smith
3 months ago
Why iron ore is crashing
This morning, David Llewellyn-Smith on the Treasury of Common Sense from 2GB on why iron ore is crashing.
David Llewellyn-Smith
3 months ago
Iron ore market turns materially more bearish
A few months ago, Goldman flipped bullish iron ore after being bearish all year.
David Llewellyn-Smith
3 months ago
1
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