Categories
Iron ore price
Chinese iron ore inventories rise, restock off
From Mac Bank: Iron ore stockpiles at smaller mills in China surged over the last two weeks, rising from 21.7 days of cover to 24.9.
David Llewellyn-Smith
9 years ago
6
Daily iron ore price update (steel crash)
Here are the iron ore price charts for November 11, 2014: Paper markets are looking to further lows with the 12 month swap already there.
David Llewellyn-Smith
9 years ago
3
Has Mr Coal sold out the locals in China FTA grab?
It appears Australian coal isn’t about to have its recently imposed Chinese tariffs removed.
David Llewellyn-Smith
9 years ago
6
Citi smashes iron ore miners
Today’s iron ore equities update comes with added spice after Citi this morning downgraded the entire sector and declared that iron ore is headed into the $50s next year.
David Llewellyn-Smith
9 years ago
3
Citi cuts iron ore forecast below $60!
David Llewellyn-Smith
9 years ago
87
Daily iron ore price update (The Pervanator)
Here are the iron ore price charts for November 10, 2014: Paper markets managed a very weak bounce.
David Llewellyn-Smith
9 years ago
5
Mac Bank dumps FMG, BHP
From Mac Bank via the SMH blog: Our view on iron ore that promoted the initiation of our Fortescue position (gradual improvement in demand notwithstanding the new supply that was clearly in train) has been proven completely wrong.
David Llewellyn-Smith
9 years ago
4
Dead cat purrs for iron ore miners
The major iron ore miners are all up again today on the imminent end of APEC in China, which has slowed demand.
David Llewellyn-Smith
9 years ago
2
Iron ore miners bust up the jawbone
It’s on like Donkey Kong in the rhetoric around the major iron ore miners.
David Llewellyn-Smith
9 years ago
2
Daily iron ore price update (wrung out)
Here are the iron ore prices for November 7, 2014: A little bounce, with paper prices stable at least – Dalian January fell 2 points as May rose 3 – probably as markets anticipate the end of APEC.
David Llewellyn-Smith
9 years ago
1
Dalian dead cat drags FMG from brink
The big miners are all up today as the dead cat purrs.
David Llewellyn-Smith
9 years ago
3
Why Glencore will never buy Rio
David Llewellyn-Smith
9 years ago
5
Rest in peace, Fortescue Metals Group?
On the of great Australian corporate stories is drawing inexorably to its conclusion.
David Llewellyn-Smith
9 years ago
30
Daily iron ore price update (doom)
Here are the iron ore price charts for November 6, 2014: Paper markets are pricing doom.
David Llewellyn-Smith
9 years ago
13
Iron ore miners slammed as futures tank
Yesterday’s iron ore plunge is causing some serious damage to share prices again today.
David Llewellyn-Smith
9 years ago
20
Iron ore traders say $70 soon…
From the AFR: Morgan Stanley said this week that private iron ore traders in China expect oversupply will drive spot iron ore down further, to $US70 a tonne by the end of the year, and there is little upside to demand out of China.
David Llewellyn-Smith
9 years ago
22
Daily iron ore price update (calamity)
Here are the iron ore price charts for November 5, 2014: Paper markets are forecasting an iron ore calamity within six months. Dalian iron ore futures for May are at roughly $66 (Jan rebounded to $69).
David Llewellyn-Smith
9 years ago
12
Iron ore miner payback as futures rebound
The major iron ore miners are all sinking today with RIO and BHP down 1% and FMG down 2.5% and just above its 2o14 low again.
David Llewellyn-Smith
9 years ago
1
Daily iron ore price update (no restock)
Here are the iron ore charts for November 4, 2014: The paper market free fall continues with Singapore 12 month swaps down (January delivery fell to $76 as well) and Dalian futures down more still (Jan $69 and May $66 using a 20% discount for taxes and other charges).
David Llewellyn-Smith
9 years ago
4
The astonishing outperformance of major iron ore miners
Since last October, the iron ore price is down 42%, Dalian futures are down 47%, FMG is down 41% but the majors – BHP and RIO – are both down only 5% and 7% apiece.
David Llewellyn-Smith
9 years ago
9
Big miners surge as iron ore futures crash
It’s another amusing and bemusing day on the equity market with the big miners all up firmly while the only thing that they sell tumbles into a bottomless pit (I know, it makes no sense to me, either).
David Llewellyn-Smith
9 years ago
8
And the current damage to iron ore profits is…
From UBS, which uses an $85 baseline forecast for iron ore in 2015 comes the latest updates on the profits misses versus target: Diversifieds: All else remaining equal, our BHP & RIO earnings estimates for CY 15 would be -16% and -5% respectively under a spot scenario.
David Llewellyn-Smith
9 years ago
16
Daily iron ore price update (new lows)
Here are the iron ore charts for November 3, 2014: More weak pricing on yesterday’s lousy data. 12 month swap are at new lows. Dalian May is close to new lows (pricing $67) while January was caned 15 points to new lows.
David Llewellyn-Smith
9 years ago
13
China steel PMI shows market woes
David Llewellyn-Smith
9 years ago
Commodity prices reveal more income pain
Leith van Onselen
9 years ago
1
Newer Articles
Older Articles
Page
165
of
216
Newer Articles
Older Articles
Advertisement