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Iron ore price
Chinese steel mill reform drawing to a close
At last some clarity on the Chinese steel sector reform that has so disrupted the market his year.
David Llewellyn-Smith
7 years ago
5
Big Sleazy tries to rally
Dalian still down: Big Iron flat a with BHP pushing hard at break out: Big Gas is weak, except Santos which is re-rating as the government sticks its head in its energy arse: Big Gold is on fire.
David Llewellyn-Smith
7 years ago
6
Daily iron ore price update (congestion)
Iron ore price charts for September 4, 2017: Tianjin benchmark jumped $1.40 to $77.20 which was catch-up really.
David Llewellyn-Smith
7 years ago
1
Sleaze Bank opens ASX trap door
Dalian has opened OK: So too Big Iron with BHP and RIO nudging break outs: Big Gas is stable, more than can be said for pensioner energy bills: Big Gold is powering.
David Llewellyn-Smith
7 years ago
11
Where is all that Chinese steel going?
David Llewellyn-Smith
7 years ago
15
Daily iron ore price update (full blown boom)
Iron ore price charts for September 1, 2017: Tianjin benchmark was unchanged at $75.80.
David Llewellyn-Smith
7 years ago
3
Ian Narev has killed the stock market
David Llewellyn-Smith
7 years ago
16
Daily iron ore price update (becalmed)
Iron ore price charts for August 31, 2017: Tianjin benchmark rose only 40 cents to $75.80 and is becalmed versus the hysterics at Dalian, which took off again yesterday.
David Llewellyn-Smith
7 years ago
6
China steel PMI melts up
The China steel PMI is notoriously volatile.
David Llewellyn-Smith
7 years ago
Macquarie upgrades iron ore, Straya
Via Macquarie: Data released since the start of the year shows the outlook has improved markedly since the end of 2016.
David Llewellyn-Smith
7 years ago
1
Daily iron ore price update (meh)
Tianjin benchmark dropped 70 cents to $75.40.
David Llewellyn-Smith
7 years ago
1
Sleaze Bank plunges on
The ASX is flat flat today, sitting right at the bottom of a scary descending triagle: Dalian is down again: Big Iron is mixed.
David Llewellyn-Smith
7 years ago
8
Daily iron ore price update (paper burn)
Iron ore price charts for August 29, 2017: Tianjin benchmark was down 40 cents to $76.10.
David Llewellyn-Smith
7 years ago
1
North Korea shoots down ASX
Break!
David Llewellyn-Smith
7 years ago
19
Daily iron ore price update (volatility)
Iron ore price charts for August 28, 2017: Tianjin benchmark fell only 20 cents to $76.30 after futures dropped much further.
David Llewellyn-Smith
7 years ago
3
“Sleaze” Bank stock sinks with its reputation
Jonathon Tepper has a new name for the CBA: And investors are voting with their wallets, hitting new lows: The chart still suggests no support right down to $70 and with the politics getting worse who knows?
David Llewellyn-Smith
7 years ago
6
Daily iron ore price update (bullish ports)
Tianjin benchmark was unchanged at $76.50.
David Llewellyn-Smith
7 years ago
1
More on iron ore supply cuts
Via Macquarie: Non-major iron ore slips on Indian summer: Iron ore numbers reveal a marked slump in nonmajor, seaborne supply as India remains largely out of the seaborne market.
David Llewellyn-Smith
7 years ago
Daily iron ore price update (confusion)
Iron ore prices for August 24, 2017: Tianjin benchmark sank 90 cents to $76.50.
David Llewellyn-Smith
7 years ago
1
Terror Bank breaks
David Llewellyn-Smith
7 years ago
1
More on the sudden iron ore shortage
Via Credit Suisse: Iron ore supply deficit to China continues – steel demand accelerated.
David Llewellyn-Smith
7 years ago
7
Daily iron ore price update (still hot)
Iron ore price charts for August 23, 2017: Tianjin benchmark fell $1.40 to $77.40.
David Llewellyn-Smith
7 years ago
1
Terror Bank, iron ore sink ASX
No Wall St rally for you!
David Llewellyn-Smith
7 years ago
Four takes on BHP
First, the “buy” from Deutsche: New strategy and targets should result in significant re-rate BHP has reported a strong FY17 result with close to record FCF of US$12.6b driving net debt down to US$16.3b.
David Llewellyn-Smith
7 years ago
Chinese steel in full blown boom
Macquarie’s excellent monthly steel mill sentiment survey leaves no room for doubt.
David Llewellyn-Smith
7 years ago
5
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