Categories
Iron ore price
China drops new shock on iron ore
David Llewellyn-Smith
1 year ago
Iron ore yawn as Chinese trade falls
Pantheon wraps the China trade data.
David Llewellyn-Smith
1 year ago
More on the Chinese property rebound
David Llewellyn-Smith
1 year ago
1
China boom to lift iron ore: yawn
Pantheon with the details of China’s rebounding PMIs.
David Llewellyn-Smith
1 year ago
3
L-shaped recovery for iron ore
Spot iron ore finished last week at $126.75.
David Llewellyn-Smith
1 year ago
3
Westpac: Iron ore to fall
Westpac with the note.
David Llewellyn-Smith
1 year ago
1
Iron ore short squeeze?
As I have warned since this rally began, seasonal iron ore price tailwinds generally run through March.
David Llewellyn-Smith
1 year ago
1
Iron ore falters as Chinese reality bites
More are waking up to the reality of a different Chinese recovery.
David Llewellyn-Smith
1 year ago
1
Iron ore price update (short)
The ferrous complex was firmly sideways last week: There are some signs of life post-reopening and LNY in MySteel indexes though it is hard to extract the reality from the LNY noise: However, I have been forced to revise down my already conservative outlook for property starts.
David Llewellyn-Smith
1 year ago
How will the Turkish tragedy impact steel markets?
Goldman with the note.
David Llewellyn-Smith
1 year ago
Chinese reopening bad for iron ore
Last week I moved to sell major miners.
David Llewellyn-Smith
1 year ago
The coal crash and iron ore
The ferrous complex was down on February 2, 2022: I want to pose a question today.
David Llewellyn-Smith
1 year ago
2
Daily iron ore price update (rebuild)
The ferrous complex was mixed on January 31, 2022: CISA output lifted a little mid-January: The seasonal stock build is well underway with inventories surging.
David Llewellyn-Smith
1 year ago
Iron ore price update (fade to grey)
The ferrous complex returned yesterday: Steel ouput in early January was ordinary at best: I do not anticipate the kind of ramp in production we saw in H1 last year.
David Llewellyn-Smith
1 year ago
‘Pilbara killer’ not so deadly after all?
So says the AFR: If iron ore from the Simandou mountains ever reaches the Atlantic Ocean, the Chinese, Singaporean, French and Anglo-Australian proponents of the scheme will have earned a celebratory drink.
David Llewellyn-Smith
1 year ago
2
Daily iron ore price update (topping out?)
The ferrous complex reversed downwards yesterday: Is that it?
David Llewellyn-Smith
1 year ago
Iron ore booms as China busts
Last week ended with calm in the iron ore market: Under the surface, iron ore demand is crashing as COVID runs amok.
David Llewellyn-Smith
1 year ago
1
Daily iron ore price update (record high for BHP)
The ferrous complex continued its climb into hope on January 12, 2023: Dalian futures took off overnight with everything else so expect more today.
David Llewellyn-Smith
1 year ago
Daily iron ore price update (Plbara killer 2025)
The ferrous complex is still charging: How high are we going to get?
David Llewellyn-Smith
1 year ago
3
Iron ore fades as Chinese property fails to launch
The iron ore rally has stalled: Early days to be sure but so far the Chinese reopening is no good for construction.
David Llewellyn-Smith
1 year ago
Daily iron ore price update (rally into nothing)
The Chinese steel market finished 2022 on a decidedly weak note: Yet markets are bidding wildly for steel, iron ore and coking coal on the hope of Chinese reopening, as expected: I have been bullish for this reason for the past few months and remain so for a few more.
David Llewellyn-Smith
1 year ago
China set for L-shaped property recovery
The Chinese economy is lurching through the new COVID shock.
David Llewellyn-Smith
1 year ago
2
Iron ore sags as Chinese flee virus
Iron ore futures were clubbed on Friday with rebar prices as the Chinese economy sinks into the COVID shock.
David Llewellyn-Smith
1 year ago
1
Iron ore fundamentals still lousy
The increasingly wild iron ore rally continued Friday November 9, 2022: This remains a speculative and restocking rally.
David Llewellyn-Smith
1 year ago
Iron ore to the moon!
The tyrant is in full panic reversal mode.
David Llewellyn-Smith
1 year ago
4
Newer Articles
Older Articles
Page
10
of
216
Newer Articles
Older Articles
Advertisement