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Iron ore price
Daily iron ore price update (flower child)
Iron ore charts for June 13, 2016: Tianjin spot fell 0.6% to $51.80.
David Llewellyn-Smith
8 years ago
1
If it digs, sell it!
David Llewellyn-Smith
8 years ago
7
Has Vale saved Fortescue?
From Morgan Stanley: MOU blending upside likely at the operational level: The plan to blend tonnes with Vale is yet to be implemented, but we have made a first pass at quantifying the upside.
David Llewellyn-Smith
8 years ago
6
Is Whyalla sinking?
The Arrium meltdown is proceeding, from The Australian: Deutsche is expected to fire the starting gun on the latest efforts to sell Arrium’s media grinding business, Moly-Cop, in mid-July after the German investment bank outmanoeuvred its peers to win the coveted advisory role earlier this month.
David Llewellyn-Smith
8 years ago
11
Daily iron ore price update (Dragon boats)
No iron ore prices nor charts today given Chinese markets were closed for the Dragon Boat Festival.
David Llewellyn-Smith
8 years ago
1
Big gas, gold balk at own good fortune
Big iron is trying to rally today but largely failing after weakish overnight action in Dalian (which seems closed today).
David Llewellyn-Smith
8 years ago
2
BHP iron ore shipments bounce, Roy Hill ripping
Courtesy of UBS comes some extra detail from Port Hedland stats for May: Port Hedland exports 39.4Mt in May 2016 The Port Hedland Port Authority has released export data for May 2016. Iron ore exports totalled 39.4Mt for May 2016 (+4% m/m & +4% y/y).
David Llewellyn-Smith
8 years ago
1
Daily iron ore price update (dead cat)
Iron ore charts for June 8, 2016: Tianjin benchmark fell 0.4% to $52.10.
David Llewellyn-Smith
8 years ago
US shifts towards China steel “nuclear option”
From the FT: The US has given the go-ahead for the country’s largest steel producer to seek a ban on imports from Chinese rivals, in the first known case in which trade sanctions could be used in retaliation for alleged China government-backed hacking of commercial secrets.
David Llewellyn-Smith
8 years ago
8
Daily iron ore price update (done)
Iron ore charts for June 7, 2016: Tianjin benchmark up 3.4% to $52.30 as the US dollar softened and Tangshan ordered more mill closures.
David Llewellyn-Smith
8 years ago
Who killed the iron ore price?
A quick aside today to arm readers against the rhetoric of Andrew Forrest in the future when it comes to the question about who killed the iron ore price.
David Llewellyn-Smith
8 years ago
2
Port Hedland chucks near record dirt at Asia
Port Hedland May stats are out and it shipped the second highest level of dirt on record at 39.37mt.
David Llewellyn-Smith
8 years ago
1
More steel curbs for flowers in China
From Reuters: Shanghai steel futures extended gains to hit a three-week high on Tuesday amid more short-term production curbs in a key Chinese city while iron ore prices rallied further as mills built stocks ahead of holidays later this week.
David Llewellyn-Smith
8 years ago
1
Dalian hosed but big iron gallops on
Because it sells…semiconductors?
David Llewellyn-Smith
8 years ago
Daily iron ore price update (bubble 2.0)
Iron ore charts for June 6, 2016: Tianjin spot rose 2.2% to $50.60.
David Llewellyn-Smith
8 years ago
Will the US ban Chinese steel?
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
8 years ago
12
If it digs, buy it (again)!
Big iron is back as the US dollar is panned and, well, just because: BHP is up 4.3%, RIO 3.5% and FMG 5.7% as Dalian also adds 1%.
David Llewellyn-Smith
8 years ago
6
Daily iron ore price update (FMG’s dead canary)
Iron ore charts for June 3, 2016: Tianjin spot jumped 3.2% to $49.50 a tonne.
David Llewellyn-Smith
8 years ago
2
The perverse re-rating of Fortescue Metals Group
Here’s the chart: Since the beginning of the little Chinese bubble in iron ore, FMG has re-rated upwards and is no longer trading in line with the price of its only product.
David Llewellyn-Smith
8 years ago
9
Three days in, Budget of Lies fountains red ink
David Llewellyn-Smith
8 years ago
5
Daily iron ore price update (smashed again again again)
Iron ore charts for June 2, 2016: Tianjin benchmark was smashed 2.8% to $47.90.
David Llewellyn-Smith
8 years ago
Big iron soldiers on, banks fade
Big iron is soldiering on manfully today as Dalian offers a little support.
David Llewellyn-Smith
8 years ago
Australia’s shocking iron ore price propaganda
I’ve been using Singapore (SGX) twelve month futures for some time to discredit Australia’s official iron ore price outlooks.
David Llewellyn-Smith
8 years ago
13
Daily iron ore update (price erosion)
Iron ore charts for June 1, 2016: Tianjin spot fell again -0.6% to $49.30.
David Llewellyn-Smith
8 years ago
Big iron stupid takes blow to the head
The big iron stupid I’ve been enjoying so much of late has taken a blow to the head today with BHP down -3.2%, RIO -1.6% and FMG -1.2%: Dalian is up a couple of points from overnight selling despite very ordinary China PMIs and a plunging yuan so the stupid ain’t dead yet.
David Llewellyn-Smith
8 years ago
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