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Commodities
Daily iron ore price update (the missing link)
Here are the iron ore price charts for June 12, 2015: 5 Spot eased.
David Llewellyn-Smith
9 years ago
Daily LNG price update (Oh Canada!)
The Brent oil price fell sharply on Friday night to $63.83.
David Llewellyn-Smith
9 years ago
1
BHP, RIO & FMG share prices firm with futures
Modest falls today for big iron under 1% for the majors and flat for FMG.
David Llewellyn-Smith
9 years ago
Tasmania dreams of iron ore boom
From The Advocate: THE BIGGEST planned mine in Tasmania for half a century has been granted a mining lease.
David Llewellyn-Smith
9 years ago
26
Daily iron ore price update (fizzer)
Here are the iron ore price charts for July 11, 2015: Surging Dalian futures failed to translate into spot gains.
David Llewellyn-Smith
9 years ago
4
BHP, RIO and FMG share prices up on futures
BHP and RIO are both up over 2% today and FMG is up 5% as the iron ore price marches on.
David Llewellyn-Smith
9 years ago
5
Daily iron ore price update (a new leg up)
Here are the iron ore charts for June 10, 2015: Spot is on a tear with Tianjin benchmark added $1.20 or 1.9% to $65.10.
David Llewellyn-Smith
9 years ago
2
Miners sell as futures fade
Big iron is on the nose again today.
David Llewellyn-Smith
9 years ago
Daily LNG price update (poltergeist)
The Brent oil price took off last night for no reason at all, up 3% to $64.61.
David Llewellyn-Smith
9 years ago
Daily iron ore price update (becalmed)
Here are the iron ore charts for June 5, 2015: Little change, then.
David Llewellyn-Smith
9 years ago
Iron ore miners mixed as futures firm
Big iron is all over the shop today with BHP flat, RIO down a bit and FMG on the march as all celebrate more crap China data.
David Llewellyn-Smith
9 years ago
1
Goldman: Iron ore rally stupid
Or, put more diplomatically, “self-defeating”, from Goldies: The iron ore industry continues to expand by building new mines and by operating existing mines more efficiently, but the increase in supply is not linear.
David Llewellyn-Smith
9 years ago
1
Australia’s new boom: Iron ore websites
Laugh out loud.
David Llewellyn-Smith
9 years ago
12
Daily LNG price update (stable)
David Llewellyn-Smith
9 years ago
Daily iron ore price update (rebaaaaaaaaaaaar)
Here are the iron ore charts for June 8, 2015 (incorporating 2 days): Qingdao spot weakened marginally and Tianjin was flat.
David Llewellyn-Smith
9 years ago
2
What Chinese cement can tell us about steel
From the Globe and Mail comes a useful forecast for Chinese steel: Yang Zengkui climbs a hill behind his small restaurant on the industrial outskirts of Shijiazhuang.
David Llewellyn-Smith
9 years ago
4
Can China’s “silk road” save iron ore?
From Morgan Stanley: Although unlikely to boost demand this year, wethink OBOR could potentially provide new sources of commodity demand in the coming years.
David Llewellyn-Smith
9 years ago
4
Dumb coal gets its comeuppance
From The Guardian: Norway’s parliament has formally endorsed the move to sell off coal investments from its $900bn sovereign wealth fund, the world’s biggest.
David Llewellyn-Smith
9 years ago
15
More on China’s steel output spike
From Morgan Stanley on the CISA steel output data I noted this morning, lends more weight to the base case that the output spike is temporary: Our comments: The pickup in daily production is in line with the Tangshan blast furnace operating rate, which was up 1% from early May.
David Llewellyn-Smith
9 years ago
2
Twiggy looks to sell Cloudbreak
From The Australian: It is understood that approaches have been made by Mr Forrest to banks such as Macquarie, UBS and possibly Goldman Sachs concerning Chichester.
David Llewellyn-Smith
9 years ago
4
Daily iron ore price update (breakout!)
Here are the iron ore charts for June 4, 2015: Take that in the eye, bears!
David Llewellyn-Smith
9 years ago
5
Daily LNG price update (OPEC blues)
The Brent oil price was hit hard last as the OPEC meeting appears to set to persist with unchanged output down 2.5% to $62.27.
David Llewellyn-Smith
9 years ago
Miners turn cannibal as super-glut looms
From the ABC: Federal Industry and Science Minister Ian Macfarlane says there is “a war of ideology” between mining supporters and environmentalists.
David Llewellyn-Smith
9 years ago
8
Big iron melt resumes
David Llewellyn-Smith
9 years ago
Citi: US losing oil war, for now
From Citi, The latest EIA PSM data show continued strong US demand growth through 1Q’15 and a y/y rise in net oil imports in March for the first time in 50 months(see figure 1).
David Llewellyn-Smith
9 years ago
2
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