Categories
Commodities
China’s devastating steel production cut
The ferrous market is not a strong believer in Chinese steel production cuts so far.
David Llewellyn-Smith
50 minutes ago
1
The bubble inflates
Stocks only go up is back.
David Llewellyn-Smith
1 day ago
1
Iron ore rally persists
Ferrous lifted again Friday.
David Llewellyn-Smith
1 day ago
China is kicking its coal addiction
In China’s meteoric rise as an industrial power, that would see it become “The World’s Factory”, it has increasingly relied on imports of raw materials, particularly from Australia.
Tarric Brooker
4 days ago
9
This is not the mining rotation you are looking for
As I have noted for many years, managing money successfully in Australia is as stupid as the structure of the underlying economy.
David Llewellyn-Smith
4 days ago
Iron ore zombie searches for brains
This is going to be a great short.
David Llewellyn-Smith
5 days ago
2
Iron ore struggles to the cliff
DXY is falling, while Chinese PMIs are improving, but iron ore is moribund.
David Llewellyn-Smith
7 days ago
Iron ore joins the melt-up
There’s a nice little head and shoulders bottom on iron ore futures that I hope runs for a bit on the broadening melt-up.
David Llewellyn-Smith
8 days ago
MinRes Putt Putts its way to hell
I love iron ore sometimes.
David Llewellyn-Smith
11 days ago
5
India cannot save Australia from China’s decline
As the risks of a downward glide path for elements of China’s industrial economy continues to become clear, the risks for Australia’s economy and in particular state and federal Treasury outlooks are becoming increasingly apparent.
Tarric Brooker
11 days ago
3
When all you have is a shovel, everthing looks like iron ore
The ferrous market does not look well to me.
David Llewellyn-Smith
13 days ago
China’s thousand year property crash
The ferrous complex is hardly inspiring confidence.
David Llewellyn-Smith
14 days ago
4
Don’t buy miners now
Many argue that iron ore is cheap.
David Llewellyn-Smith
15 days ago
Use UAE to crush gas cartel
Even the cartel-loving AFR can’t come to grips with selling Santos to the UAE.
David Llewellyn-Smith
18 days ago
4
Thinking about lithium? Don’t
Usually, you want to buy a commodity when it is cheap and its producer is expensive.
David Llewellyn-Smith
20 days ago
6
Iron ore cracks
The ~$95 support line gave way yesterday.
David Llewellyn-Smith
20 days ago
China’s green steel dream disappears
Slowly but surely, iron ore is breaking down.
David Llewellyn-Smith
21 days ago
1
Iron ore market sickens
How long can steel fall and iron ore not?
David Llewellyn-Smith
22 days ago
No all clear for iron ore
It’s not clear that the seasonal June slowdown is done for iron ore.
David Llewellyn-Smith
27 days ago
China spews steel everywhere
The ferrous complex is nothing flash, that’s for sure.
David Llewellyn-Smith
28 days ago
Iron ore bounces along the bottom
The lifeless ferrous market refuses to die.
David Llewellyn-Smith
1 month ago
Steel goes into the abyss
It’s goodbye, Chinese steel prices.
David Llewellyn-Smith
1 month ago
1
Iron ore ground down with steel
It’s bloody painful, but slowly iron ore is being ground down.
David Llewellyn-Smith
1 month ago
Iron ore hangs on as steel plunges
Steel prices keep falling.
David Llewellyn-Smith
1 month ago
Axe hovers over iron ore
The ferrous complex continues to fade away with steel in the lead.
David Llewellyn-Smith
1 month ago
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