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Iron ore price
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 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
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
Big iron melt resumes
David Llewellyn-Smith
9 years ago
Port Hedland iron ore shipments jump
David Llewellyn-Smith
9 years ago
3
Daily iron ore price update (temp tight)
Here are the iron ore price charts for June 3, 2015: Qingdao iron ore managed a new high yesterday despite paper market pullbacks but momentum is easing.
David Llewellyn-Smith
9 years ago
1
Costello rains on Twiggy parade
From Dad’s Army comes Peter Costello: The former federal treasurer says he is not convinced there’s a case for an inquiry, calls for which follow accusations major miners are deliberately pushing down prices to force out smaller rivals.
David Llewellyn-Smith
9 years ago
4
Big iron plays catch-up with futures
Big iron is playing catch-up today with BHP up 1%, RIO up 2.5% and FMG up 2%.
David Llewellyn-Smith
9 years ago
Daily iron ore price update (high)
Here are the iron ore charts for June 2, 2015: Spot up firmly though less than Dalian suggested it should be.
David Llewellyn-Smith
9 years ago
2
Big miners slide as futures fly
BHP is down 2% and RIO 1.5% today for no apparent reason beyond weak leads in London.
David Llewellyn-Smith
9 years ago
1
How Tony Abbott killed coal
From Citi: There is considerable international media reporting of the upcoming (5 June) vote by the Norwegian parliament on whether the approximately US$900bn sovereign wealth fund should exclude companies with more than 30% of their revenue from coal mining, and electricity generators with more than 30% of their generation from coal.
David Llewellyn-Smith
9 years ago
22
Twiggy shifts inquiry campaign to WA
From the AFR: After failing to convince the Abbott government to run an inquiry into the iron ore market, Fortescue Metals Group is understood to be quietly agitating for Plan B – an inquiry in the West Australian Parliament.
David Llewellyn-Smith
9 years ago
1
Daily iron ore price update (port plunge)
Here are the iron ore price charts for May 1, 2015: Spot has not updated owing to the Singapore market being closed.
David Llewellyn-Smith
9 years ago
2
China steel PMI tanks
The China data keeps rolling with the non-manufacturing PMI out and still growing at 53.2 but slower over the month by 0.2.
David Llewellyn-Smith
9 years ago
1
Verrender: Twiggy “disaster” unfolding
From Ian Verrender at the ABC: After months of seemingly erratic behaviour, Rinehart’s neighbour, Andrew Forrest, finally has begun to unveil snippets of his end game strategy.
David Llewellyn-Smith
9 years ago
34
Daily iron ore price update (cautious optimists)
Here are the iron ore charts for May 29, 2015 More wood to chop.
David Llewellyn-Smith
9 years ago
The last iron ore bull standing
From The West Australian: WA’s mining boom is not over because China’s high demand for iron ore is still growing, the head of an Australian chamber of commerce in Shanghai says.
David Llewellyn-Smith
9 years ago
4
How to save Fortescue Metals Group
The iron ore war is low key today for the first time in some weeks but it persists a little below the radar.
David Llewellyn-Smith
9 years ago
2
Big iron rallies as dollar fades
Big iron is up today as the weak dollar and bond bid boosts shares.
David Llewellyn-Smith
9 years ago
4
Even lower iron ore miner breakevens!
David Llewellyn-Smith
9 years ago
5
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