The hard, cold truth about iron ore’s future

Tuesday 27 January 2015

With various pundits chasing iron ore prices down with dumb calls, bottom feeding, elaborate metaphors and unreason, it’s time for a look at the future of iron in the harsh, cold light of day.

Demand

The World Steel Association publishes terrific global crude steel data and it looks like this:

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.