Iron ore price

Pilbara killer triggers Canberra panic
As we know, the Pilbara killer (Simandou) is pumping iron ore faster than anyone expected, to 2.2mt in May, suggesting that by year-end it could be in the 30-40mt annual range as locomotives arrive en masse.
David Llewellyn-Smith
9
Pilbara killer pumps
According to ship tracking data from Kpler, shipments from the project’s Morebaya port reached 2.2 million tonnes during the month, far more than the record of 1.3 million tonnes set in April.
David Llewellyn-Smith
7
Iron ore thanks Trump for the war
The ferrous complex has come off but remains very elevated.
David Llewellyn-Smith
1
Steel squeal
It’s been obvious that the ferrous market has been levitating for months.
David Llewellyn-Smith
Steel and iron ore sicken
The ferrous jaws are open.
David Llewellyn-Smith
Pilbara killler rips
The ferrous jaws are as wide as ever.
David Llewellyn-Smith
5
Iron ore prints money
Iron ore is printing money, though I’m blowed if I know why.
David Llewellyn-Smith
5
Iron ore soars on the wars
For no sensible reason, iron ore is threatening to break out to its highest point in two years.
David Llewellyn-Smith
2
Chinese economy stumbles
The Chinese PMIs were a mixed bag, but overall showed a slowing economy.
David Llewellyn-Smith
4
Iron ore floats on war
Steel prices have been rising, which does not make much sense.
David Llewellyn-Smith
Iron ore enjoys the war
The iron ore jaws are wide on the war.
David Llewellyn-Smith
1
Iron ore rides high on the war
Chinese steel exports are down 10% in Q1.
David Llewellyn-Smith
2
Iron ore waits on the war
The ferrous complex is weakening as peace prospects in the Gulf improve.
David Llewellyn-Smith
1
What does the Iran war do to iron ore?
The ferrous jaws are back.
David Llewellyn-Smith
4
Who pays for the Pilbara killer?
The ferrous complex is still agitating around oil, but the jaws are pretty wide, even accounting for increased shipping costs.
David Llewellyn-Smith
Iron ore pulse fades
The ferrous market pulse is fading.
David Llewellyn-Smith
Meanwhile, iron ore is stuffed
The ferrous complex is trading the war, not itself.
David Llewellyn-Smith
2
A last gasp for Chinese growth
China’s January/February growth numbers were out yesterday and showed some broad strength. Industrial production growth increased to 6.3% yoy in January-February from 5.2% yoy in December due to significantly stronger-than-expected exports. Fixed asset investment (FAI) growth significantly increased from -13.0% yoy in December to +1.8% yoy in January-February.
David Llewellyn-Smith
Australian dollar rockets as asteroid destoys Earth
DXY flamed out last night on the G7 unpledge to release petroleum reserves.
David Llewellyn-Smith
6
Iron ore roars as fundamentals collapse
The world is falling apart, but the jaws are back.
David Llewellyn-Smith
China tightens BHP screws
David Llewellyn-Smith
4
Iron ore takes off as steel market crumbles
The ferrous market does love seasonality, and no sooner has it closed the jaws than it is reopening them.
David Llewellyn-Smith
1
Australian dollar bombed in Middle East
The ferrous complex rolled on Friday as we head to the Two Sessions.
David Llewellyn-Smith
2
China turns green steel dream into nightmare
Roll the tape.
David Llewellyn-Smith
2
Iron ore begins the year badly
The ferrous complex closed the jaws again yesterday.
David Llewellyn-Smith
2