Commodities

Iron ore hits 2026 low
The ferrous jaws must close, and slowly they are.
David Llewellyn-Smith
China’s iron ore mountain turns Himalayan
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore fails to launch
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore needs lower prices
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore back to the lows
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore onwards and downwards
The ferrous jaws must close!
David Llewellyn-Smith
Save steel, not Twiggy
The ferrous jaws remain far too wide.
David Llewellyn-Smith
1
Iron ore books a date with $80
The ferrous jaws have only marginally compressed.
David Llewellyn-Smith
1
Iron ore dumps as China breaks BHP
The ferrous jaws have eased, but nowhere near enough.
David Llewellyn-Smith
1
Iron ore begins year with a whimper
Iron ore prices came off again yesterday, but the jaws remain wide.
David Llewellyn-Smith
Iron ore comet screams towards earth
The ferrous jaws got too wide and are now choking on a lack of oxygen.
David Llewellyn-Smith
2
Iron ore is in trouble
The iron ore jaws have eased slightly.
David Llewellyn-Smith
1
Chinese iron ore imports go bananas
Wow.
David Llewellyn-Smith
8
Iron ore short irresistable
The ferrous jaws remain wide!
David Llewellyn-Smith
1
Iron ore downgrades rain
Iron ore and coking coal are obliterating steel mill margins.
David Llewellyn-Smith
4
Steel sag meets iron ore rip
The ferrous complex is up to its usual New Year games as speculation mounts about imminent yawnulus.
David Llewellyn-Smith
Do you dare the iron ore jaws?
The iron ore jaws are opening wide.
David Llewellyn-Smith
Enter the commodoties bubble?
Is a widening commodities bid suggesting reflation?
David Llewellyn-Smith
1
Iron ore to the moon!
There is no recovery in Chinese steel, but there is one in iron ore!
David Llewellyn-Smith
Pilbara killler delayed not stopped
It seems nothing can bring sense to the iron ore market as the jaws widen further.
David Llewellyn-Smith
4
No end in sight to the great steel crash
2025 turned out to be a banner year in the great steel crash.
David Llewellyn-Smith
3
The green steel revolution is cancelled
Some WEF boffins are making no sense. Australia could double its iron export revenues to AUD250 billion ($162 billion) a year by shifting to low-emissions green iron.
David Llewellyn-Smith
1
The iron ore bust of 2026
The 2025 iron ore bust was a bust.
David Llewellyn-Smith
Pilbara killer turns Pilbara whimper
The ferrous complex is stronger in the last week as steel inventory rundowns are finally boosting prices.
David Llewellyn-Smith
2
Pilbra killer fails to fire a shot
The ferrous complex remains paralysed by iron ore prices that are too high for steel profits.
David Llewellyn-Smith
2