Categories
Commodities
The happy folk at BREE
The good folk at the government’s commodity forecaster yesterday released their March quarter commodity outlook and it’s happy days for bulk commodities.
David Llewellyn-Smith
11 years ago
3
Daily iron ore price update (bear’s picnic)
Find below the iron ore price table for March 20, 2013: Rebar futures offset some of the weakness.
David Llewellyn-Smith
11 years ago
36
Daily iron ore price update (Rio, Goldman hit…Rio)
Find below the iron ore price table for March 19, 2013: Mild weakness was apparent in rebar futures as well.
David Llewellyn-Smith
11 years ago
32
Daily iron ore price update (conference bull)
Find below the iron ore price table for March 18, 2013: Rebar futures bucked the firmer bid: Last week’s inventory data is out and shows stabilisation in both general inventories and Indian sourced inventories.
David Llewellyn-Smith
11 years ago
Daily iron ore price update (dead cat)
Find below the iron ore price table for March 18, 2013: As I said last week, swaps have reached reasonable price levels.
David Llewellyn-Smith
11 years ago
13
Daily iron ore price update (OUCH!)
Find below the iron ore price table for March 14, 2013: What can I tell you?
David Llewellyn-Smith
11 years ago
9
Rebar futures hint at further falls for iron ore
The rebar futures market is open in China and it’s not pretty with prices getting slammed across the curve: All of the 2013’s gains are now gone and most of December’s as well: By contrast, iron ore is still $10 above where it was on the same date.
David Llewellyn-Smith
11 years ago
4
Daily iron ore price update (crash time)
Find below the iron ore price table for March 14, 2013: So!
David Llewellyn-Smith
11 years ago
5
Heartbreak hotel for mining boom
From Bloomie comes this today: A prefabricated six-story hotel, once destined to house BHP Billiton Ltd. (BHP) workers, is sitting in 126 boxes stranded on the Melbourne city docks.
David Llewellyn-Smith
11 years ago
18
Will China’s shale gas boom like the US?
Cross-posted from Kate Mackenzie at FT Alphaville.
David Llewellyn-Smith
11 years ago
23
Daily iron ore price update (down, down…)
Find below the iron ore price chart for March 12, 2013: The spreads between spot and swap, as well spot and rebar remain very wide.
David Llewellyn-Smith
11 years ago
7
Rio dumping Simandou?
From the SMH: Global miner Rio Tinto has slowed progress of its multi-billion investment in Guinea’s untapped Simandou iron ore deposit and slashed staff, government sources in the West African country said on Monday.
David Llewellyn-Smith
11 years ago
Daily iron ore price update (bears in control)
Find below the iron ore price table for March 11, 2013: I definitely reckon the top is in for the year.
David Llewellyn-Smith
11 years ago
4
Daily iron ore price update
Find below the iron price table for March 8, 2013: I would expect some weakness today on China’s pretty average weekend data print.
David Llewellyn-Smith
11 years ago
1
Daily iron ore price update (manipulation mosh pit)
Find below the iron ore price table for March 7, 2013: I expect the course of rebar will probably determine pricing from here.
David Llewellyn-Smith
11 years ago
9
The long term iron ore supply balance
Morgan Stanley has a useful note out today on the projected price of iron ore: The spot iron ore price likely peaked last month at US$159/t (62% Fe CFR) and, in our view, will trend lower over the remainder of the year.
David Llewellyn-Smith
11 years ago
7
China: Big miners manipulated iron ore price
Fresh off the presses this morning comes this from Bloomie: A recent surge in iron ore prices was caused by changes in demand, market speculation and “unreasonable” pricing methods, China’s top planning body said.
David Llewellyn-Smith
11 years ago
45
Daily iron ore price update (Tom Price revealed!)
Find below the iron ore chart for March 6,2013: I still think the correction could run a bit further but we shall see.
David Llewellyn-Smith
11 years ago
11
Daily iron ore price update (splat)
David Llewellyn-Smith
11 years ago
3
Coal takes heat while BP warns on LNG
By Leith van Onselen Recently, I have written extensively on how Australian thermal coal exports are coming under intense pressure from the shale gas boom underway in the United States.
Leith van Onselen
11 years ago
13
Daily iron ore price update (bear stampede)
Find below the iron ore price table for March 4, 2013: Whoa.
David Llewellyn-Smith
11 years ago
27
Daily iron ore price update (Goldman bears-up)
Find below the iron ore price table for March 1, 2013: The big news over the weekend was the Chinese move to suppress property prices.
David Llewellyn-Smith
11 years ago
25
China’s steel PMI breathes fire
Despite the weak official PMI today, there was one sub-component that disgorged napalm.
David Llewellyn-Smith
11 years ago
29
Daily iron ore price update (India to cut tariffs?)
David Llewellyn-Smith
11 years ago
2
Daily iron ore update (Rusty’s wake)
Find below the iron ore price table for February 27, 2013: Spot is stuck and swaps fell, perhaps as Cyclone Rusty moved away from Port Hedland.
David Llewellyn-Smith
11 years ago
3
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