Categories
Iron ore price
Big irons melts as sentiment turns
David Llewellyn-Smith
8 years ago
5
Mathias Cormann’s pathetic iron ore excuse
From The Mercury: Finance Minister Mathias Cormann concedes that nobody knows what the iron ore price will be in four years despite it being a crucial element of budget forecasting.
David Llewellyn-Smith
8 years ago
16
Daily iron ore price update (whacko)
Iron ore charts for May 18, 2016: Tianjin spot rose 0.4% to 55.90.
David Llewellyn-Smith
8 years ago
2
Daily iron ore price update (dead cat)
Iron ore charts for May 17, 2016: Spot rebounded strongly with Tianjin benchmark up 3.4% to $55.70.
David Llewellyn-Smith
8 years ago
Chinese whispers: “L” is the new “V”!
From UBS: Back in China.
David Llewellyn-Smith
8 years ago
1
Shares bask in ray of sunshine
David Llewellyn-Smith
8 years ago
Daily iron ore price update (steel crash)
Iron ore charts for May 16, 2016: Tianjin benhcmark firmed 0.6% to $53.80.
David Llewellyn-Smith
8 years ago
4
Dalian falls but shares rise
David Llewellyn-Smith
8 years ago
1
Daily iron ore price update (evenly balanced)
Iron ore chart for May 13, 2016: Tianjin benchmark was hit hard -1.7% to $53.50.
David Llewellyn-Smith
8 years ago
Dalian opens, crashes
The hopium persists today for big iron as Dalian opens and crashes suggesting another 5% drop in iron ore Monday if it holds.
David Llewellyn-Smith
8 years ago
5
Is it time to buy Fortescue Metals Group?
Macquarie says so: Event Iron-ore prices rose 78% from mid January to peak at over US$70/t.
David Llewellyn-Smith
8 years ago
2
Obama wedges Turnbull on steel
From the AFR comes a torn Turnbott: “The President and I … discussed the very serious issue of the overproduction of steel globally, the steel glut.
David Llewellyn-Smith
8 years ago
20
Daily iron ore price update (limit down)
Iron ore charts for May 12, 2016: Tianjin benchmark was hit 1.8% to $54.40 but there’s more in store today with Dalian futures almost limit down overnight.
David Llewellyn-Smith
8 years ago
3
A weekend warning for big iron bulls
Big iron is sucking on the hopium pipe again today up strongly as Dalian again opens down -1%.
David Llewellyn-Smith
8 years ago
2
Is Chinese steel output booming or not?
From an incredulous Credit Suisse who was the one investment bank to see fundamentals at work in the iron ore spike: ■ The physical steel market in China went from buoyant to frozen in a week.
David Llewellyn-Smith
8 years ago
2
Daily iron ore price update (respite)
A few data issues today so an abbreviated post.
David Llewellyn-Smith
8 years ago
3
Grantham capitulates on commodoties
Too long to cut into the thread but click here to read Jeremy Grantham’s latest, a begrudging back flip of his Malthusian thesis.
David Llewellyn-Smith
8 years ago
3
Big iron finds green shoots as Dalian tanks again
There is nothing like equity market hope.
David Llewellyn-Smith
8 years ago
China’s resurgent iron ore output
Some nice charts here from Macquarie show the bulk commodity rally getting toppy: China’s customs bureau released preliminary April trade data over the weekend.
David Llewellyn-Smith
8 years ago
Has Treasury just killed its fifth PM in five years?
David Llewellyn-Smith
8 years ago
36
Daily iron ore price update (smash)
Iron ore prices for May 10, 2016: Tianjin benchmark fell another -2.5% to $54.20.
David Llewellyn-Smith
8 years ago
“Extreme” China commodities mania bursting
Great article here from Bloomie has it exactly right: What started as a logical bet — that China’s economic stimulus and industrial reforms would lead to shortages of construction materials — quickly morphed into a full-blown commodities frenzy with little bearing on reality.
David Llewellyn-Smith
8 years ago
8
Daily iron ore price update (carnage)
Iron ore charts for May 9, 2016: The bust is here with Tianjin benchmark falling -3.6% to $55.50. Paper is aflame. Rebar average (that is, actual steel not futures) is very obviously going to collapse.
David Llewellyn-Smith
8 years ago
8
Glencore strikes rich vein of stupid in Atlas buy
It’s a rich vein of stupid that runs through the mining sector right now.
David Llewellyn-Smith
8 years ago
8
Dalian opens, craters
The rather amusing Australian Budget is about to become more hysterical as Dalian has opened limit down after Friday night’s spurious jump and the weekend’s bad trade data as well as surging port inventories.
David Llewellyn-Smith
8 years ago
2
Newer Articles
Older Articles
Page
112
of
217
Newer Articles
Older Articles
Advertisement