Pilbara killer on schedule

Thursday 27 February 2025

The ferrous complex has come off a little but it is still enjoying favorable Q1 dynamics.

CISA mid-February output climbed in a typical fashion. MySteel has output below last year, but CISA is more reliable, and is a little above.

The Pilbara killer cometh on time.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.