Share on Facebook Share on Twitter Share on Reddit + - Iron ore miner breakevens revisited By Houses and Holes in Commodities, Iron ore priceat 11:05 am on April 2, 2015 | 7 comments Nice little interactive here from The Australian: Share on Facebook Share on Twitter Share on Reddit + - YOU MAY ALSO BE INTERESTED IN ASX dead cat screeches againDalian soft today which makes sense since its More on where oil will bottomFrom Morgan Stanley: As part of the downside Oil wrecks the reflationThe Aussie dollar was weak against DMs last Oil crash intensifies, where does it end?The oil crash is intensifying: It appears Comments CornflakesMEMBER April 2, 2015 at 11:22 am I wonder how likely that Roy Hill figure is going to be? How can one tell until the dirt starts shipping? Is that a best case scenario? AlbyManglesMEMBER April 2, 2015 at 11:54 am poor Gina, it could be too late to lose the weight she used to use to throw around clone278MEMBER April 2, 2015 at 1:28 pm She’ll be pushing for an FTA with Africa so she can bring in all the workers she needs on $2 per day. I’m sure that’s not all she’ll be using them for!! notsofastMEMBER April 2, 2015 at 12:00 pm So where are the Chinese Iron Ore suppliers breakevens? Or don’t they count? Or is it more a case of you don’t want anyone to end up in jail? CornflakesMEMBER April 2, 2015 at 3:16 pm The vast majority are well out of the game except that they are largely state owned enterprises. So they will keep going as a means of maintaining the “iron rice bowl” of working for a state owned company. There is also the security issue of maintaining a domestic supply. If seaborne trade was limited or stopped, they want some Iron Ore to be ready at hand. stefk April 2, 2015 at 1:00 pm I/O today – $43.13 FOB FMG per the above – $50.00 FOB Forrest GumpMEMBER April 2, 2015 at 1:37 pm What about Sino and Karrara?