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Commodities
Iron ore crashes
Led lower by rebar, SGX gave way: Dalian is crashing for iron ore and coking coal: There are multiple causes: “The reality is that post-holiday demand is still not strong,” said Han Jing, a senior analyst at SDIC Essence Futures Co.
David Llewellyn-Smith
27 days ago
3
Iron ore goes splat
Back from holiday and the much anticipated new boom in steel output is caput: The benchmark March iron ore SZZFH4 on the Singapore Exchange slid 2.91% to $127.45 a ton, as of 0706 GMT, in part due to fading bets of early U.S.
David Llewellyn-Smith
28 days ago
2
Pilbara killer meets Bambi
Lying is a way of life for corporations.
David Llewellyn-Smith
1 month ago
5
Is China about to scrap iron ore?
David Llewellyn-Smith
1 month ago
4
Wild data for Chinese steel
It is typical for the time of year, given LNY shifts around, but it is especially extreme this year.
David Llewellyn-Smith
1 month ago
1
RIO upsells the Pilbara killer
From a Chinese captured RIO yesterday: The Simandou product of more than 66% iron content will be the caviar of iron ores as the “normal” iron content is only 58%, Gerard Rheinberger told Business Report at the sidelines at Mining Indada in Cape Town.
David Llewellyn-Smith
1 month ago
6
Can Chinese stocks save iron ore?
Can the CCP even save stocks?
David Llewellyn-Smith
1 month ago
Iron ore turbulence builds
Weak rebar futures continue to lead iron ore lower: Dalian reversed higher overnight on the stock market rescue effort, but that is a big yawn over the stretch.
David Llewellyn-Smith
1 month ago
Markets abandon commodities
RBC with the note. Total commodity investor AUM in January started off the year on a weak note, albeit the least weak example in the last six months. Exchange traded products continued to decline due to withdrawals from the gold ETP (despite the usually gold-positive rate cut narrative).
David Llewellyn-Smith
1 month ago
Iron ore approaches a cliff
David Llewellyn-Smith
1 month ago
2
Pilbara killer approved
Another step forward for the Pilbara killer today: Guinea’s National Transition Council approved a joint venture between Rio Tinto Plc, China-backed Winning Consortium Simandou and the government that seeks to develop the world’s biggest untapped iron ore reserve.
David Llewellyn-Smith
1 month ago
3
Iron ore trouble returns as steel breaks
David Llewellyn-Smith
1 month ago
Chinese bear market devours all
The PMIs were shite: The steel PMI too: The stocks save is gone inside a week with new lows across equities: Yields are tumbling: Mortgage rates too: But having no effect: It is a structural adjustment from which there is no recovery.
David Llewellyn-Smith
2 months ago
1
Pilbara killer advances
More capital for the Pilbara killler: The world’s largest steelmaker China Baowu Steel Group has raised 10 billion yuan ($1.4 billion) from a bond issue, in part for the giant Simandou iron ore project in Guinea, it said on Monday.
David Llewellyn-Smith
2 months ago
2
Capital bids China adieu
Usually, stock market saves run for a few weeks at least.
David Llewellyn-Smith
2 months ago
2
Evergrande liquidation will shock iron ore
Evergrande liquidation will shock iron ore.
David Llewellyn-Smith
2 months ago
4
Global steel goes nowhere
Prices for steel and iron are out of puff for now: 2023 was the year of nothing for steel output, via World Steel: Usually, such a year would deliver price falls as iron ore and steel recycling incrementally increases.
David Llewellyn-Smith
2 months ago
Chinese property approaches the “completions cliff”
David Llewellyn-Smith
2 months ago
3
Iron ore rocket relaunches
Seasonal tailwinds continue to work for iron ore: There is better data to work with as well.
David Llewellyn-Smith
2 months ago
2
Let green mineral miners burn
It’s always the same with these blokes.
David Llewellyn-Smith
2 months ago
13
Iron ore follows the season
A little bounce in iron ore and steel prices over the last few days: This is zero surprise and entirely consistent with seasonal tailwinds.
David Llewellyn-Smith
2 months ago
Why iron ore is crashing
This morning, David Llewellyn-Smith on the Treasury of Common Sense from 2GB on why iron ore is crashing.
David Llewellyn-Smith
2 months ago
Iron ore market turns materially more bearish
A few months ago, Goldman flipped bullish iron ore after being bearish all year.
David Llewellyn-Smith
2 months ago
1
RIO readies treason mine
RIO has its Q4 production update out. Anybody not alarmed by it for the future does not know what they are doing. Pilbara operations produced 331.5 million tonnes (100% basis) of iron ore, 2% higher than 2022.
David Llewellyn-Smith
2 months ago
Iron ore keeps on falling
David Llewellyn-Smith
2 months ago
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