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Commodities
Iron ore inexplicable
There are days when an investors’ patience is tested.
David Llewellyn-Smith
1 day ago
1
Iron ore at the threshold of a new era
I have remarked many times how strange liquidity-fed markets have become.
David Llewellyn-Smith
3 days ago
Iron ore bulls appear
The ferrous complex is as crazy as usual.
David Llewellyn-Smith
7 days ago
1
Iron ore butts ceiling again
The ferrous complex is very confused as steel prices tumble while iron ore breaks out.
David Llewellyn-Smith
9 days ago
1
Measuring the Pibara killer
The ferrous complex remains drunk as steel margins evaporate.
David Llewellyn-Smith
10 days ago
2
Iron ore bears gather
The ferrous complex continues its great levitation.
David Llewellyn-Smith
14 days ago
1
Iron ore turns into fruitcake
Steel prices are in an outright rout.
David Llewellyn-Smith
15 days ago
4
Iron ore rocked by reality
The ferrous complex is breaking again, right on time for seasonality.
David Llewellyn-Smith
16 days ago
2
Iron ore surges as steel collapses
Sometimes, markets really are stupid.
David Llewellyn-Smith
17 days ago
Iron ore on collision course with Chinese golden depression
The ferrous complex is kidding itself, which is its usual state of being.
David Llewellyn-Smith
21 days ago
Iron ore levitates
Ferrous is weakening inexorably, succumbing to seasonal weakness.
David Llewellyn-Smith
22 days ago
Iron ore roars as green steel dies
Iron ore soared overnight thanks to Jay Powell.
David Llewellyn-Smith
24 days ago
2
Iron yawn
The ferrous complex is trying to hold $100.
David Llewellyn-Smith
27 days ago
Iron ore keeps falling
The ferrous complex remains weak despite an overnight convulsion.
David Llewellyn-Smith
28 days ago
3
Chinese property Titanic careens into another iceberg
The ferrous complex is looking rather weak suddenly.
David Llewellyn-Smith
29 days ago
1
Iron ore fades into Beijing warmongering
The ferrous complex has flamed out as we approach the Beijing warmongering season.
David Llewellyn-Smith
1 month ago
1
Iron ore boom relies on death of the planet
I have some good news and bad news for you, if you’re an Aussie.
David Llewellyn-Smith
1 month ago
1
Iron ore bashed lower
The ferrous complex was smacked yesterday.
David Llewellyn-Smith
1 month ago
Iron ore bumps the upper limit
The ferrous complex continues on its merry seasonal way.
David Llewellyn-Smith
1 month ago
Steel cuts do not lift iron ore demand
The ferrous complex continues typical seasonal trading.
David Llewellyn-Smith
1 month ago
A steel mystery emerges
The ferrous complex is doing the seasonal thing.
David Llewellyn-Smith
1 month ago
Iron ore defies steel collapse
Ferrous market prices are holding as steel output plunges.
David Llewellyn-Smith
1 month ago
China is the new “widowmaker” trade
The ferrous complex is still easing after the recent ill-conceived push.
David Llewellyn-Smith
1 month ago
2
Gold done or just getting started?
The Market Ear on gold. UBS on gold 1. World gold Council’s 2Q data shows a slight slowdown in central bank gold buying, but 43% of reserve managers still plan to increase holdings (vs. 29% in 2024).
David Llewellyn-Smith
1 month ago
2
Iron ore takes out the trash
Ferrous is doing a merry dance as steel and iron ore trade places.
David Llewellyn-Smith
1 month ago
1
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