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Iron ore price
Australian dollar rockets as asteroid destoys Earth
DXY flamed out last night on the G7 unpledge to release petroleum reserves.
David Llewellyn-Smith
2 days ago
6
Iron ore roars as fundamentals collapse
The world is falling apart, but the jaws are back.
David Llewellyn-Smith
3 days ago
China tightens BHP screws
David Llewellyn-Smith
6 days ago
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
7 days ago
1
Australian dollar bombed in Middle East
The ferrous complex rolled on Friday as we head to the Two Sessions.
David Llewellyn-Smith
10 days ago
2
China turns green steel dream into nightmare
Roll the tape.
David Llewellyn-Smith
13 days ago
2
Iron ore begins the year badly
The ferrous complex closed the jaws again yesterday.
David Llewellyn-Smith
13 days ago
2
Iron ore roars, coughs, and falls
There’s not much very encouraging going on for ferrous.
David Llewellyn-Smith
15 days ago
1
Iron ore roars out of Chinese new year
Chinese markets are open again, and dirt is flying.
David Llewellyn-Smith
16 days ago
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
17 days ago
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
23 days ago
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
24 days ago
5
Pilbara killer rises
DXY stopped falling last night, possibly as Trump withdrew ICE from Minneapolis.
David Llewellyn-Smith
27 days ago
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
29 days ago
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
1 month ago
8
Iron ore free falls into cyclone
The ferrous jaws are closing on a monthly basis.
David Llewellyn-Smith
1 month ago
3
The great iron ore tumble begins
The ferrous jaws are finally closing.
David Llewellyn-Smith
1 month ago
4
Time to slap big tariffs on Chinese streel
As noted many times, Australia enjoyed a few brief sane years of trade diversification when ScoMo stuck COVID up Beijing in 2020 and the nation responded by looking for other markets.
David Llewellyn-Smith
1 month ago
12
Green steel abandons Australia
The ferrous jaws are closing, though we still need a price nearer to $90 for iron ore for steel enterprises to make sense.
David Llewellyn-Smith
1 month ago
2
Iron ore hits 2026 low
The ferrous jaws must close, and slowly they are.
David Llewellyn-Smith
1 month ago
China’s iron ore mountain turns Himalayan
The ferrous jaws must close!
David Llewellyn-Smith
1 month ago
Iron ore fails to launch
The ferrous jaws must close!
David Llewellyn-Smith
1 month ago
Iron ore needs lower prices
The ferrous jaws must close!
David Llewellyn-Smith
1 month ago
Iron ore back to the lows
The ferrous jaws must close!
David Llewellyn-Smith
1 month ago
Iron ore onwards and downwards
The ferrous jaws must close!
David Llewellyn-Smith
1 month ago
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