Categories
Commodities
Save steel, not Twiggy
The ferrous jaws remain far too wide.
David Llewellyn-Smith
3 days ago
1
Iron ore books a date with $80
The ferrous jaws have only marginally compressed.
David Llewellyn-Smith
4 days ago
1
Iron ore dumps as China breaks BHP
The ferrous jaws have eased, but nowhere near enough.
David Llewellyn-Smith
5 days ago
1
Iron ore begins year with a whimper
Iron ore prices came off again yesterday, but the jaws remain wide.
David Llewellyn-Smith
6 days ago
Iron ore comet screams towards earth
The ferrous jaws got too wide and are now choking on a lack of oxygen.
David Llewellyn-Smith
8 days ago
2
Iron ore is in trouble
The iron ore jaws have eased slightly.
David Llewellyn-Smith
10 days ago
1
Chinese iron ore imports go bananas
Wow.
David Llewellyn-Smith
11 days ago
8
Iron ore short irresistable
The ferrous jaws remain wide!
David Llewellyn-Smith
12 days ago
1
Iron ore downgrades rain
Iron ore and coking coal are obliterating steel mill margins.
David Llewellyn-Smith
13 days ago
4
Steel sag meets iron ore rip
The ferrous complex is up to its usual New Year games as speculation mounts about imminent yawnulus.
David Llewellyn-Smith
17 days ago
Do you dare the iron ore jaws?
The iron ore jaws are opening wide.
David Llewellyn-Smith
18 days ago
Enter the commodoties bubble?
Is a widening commodities bid suggesting reflation?
David Llewellyn-Smith
19 days ago
1
Iron ore to the moon!
There is no recovery in Chinese steel, but there is one in iron ore!
David Llewellyn-Smith
19 days ago
Pilbara killler delayed not stopped
It seems nothing can bring sense to the iron ore market as the jaws widen further.
David Llewellyn-Smith
20 days ago
4
No end in sight to the great steel crash
2025 turned out to be a banner year in the great steel crash.
David Llewellyn-Smith
23 days ago
3
The green steel revolution is cancelled
Some WEF boffins are making no sense. Australia could double its iron export revenues to AUD250 billion ($162 billion) a year by shifting to low-emissions green iron.
David Llewellyn-Smith
2 months ago
1
The iron ore bust of 2026
The 2025 iron ore bust was a bust.
David Llewellyn-Smith
2 months ago
Pilbara killer turns Pilbara whimper
The ferrous complex is stronger in the last week as steel inventory rundowns are finally boosting prices.
David Llewellyn-Smith
2 months ago
2
Pilbra killer fails to fire a shot
The ferrous complex remains paralysed by iron ore prices that are too high for steel profits.
David Llewellyn-Smith
2 months ago
2
What will a Ukraine peace deal do to commodities?
I cannot comment on the prospects of the latest deal, but we can run some scenario analysis to assess the outcomes.
David Llewellyn-Smith
2 months ago
3
Iron plays chicken with Beijing
The ferrous complex remains paralysed with iron ore caught in an obvious trading range between $100 and $107.
David Llewellyn-Smith
2 months ago
Iron ore to the moon!
Never let the truth get in the way of a good price rally in the iron ore market.
David Llewellyn-Smith
2 months ago
1
Iron ore does the opposite
The iron jaws refuse to shut.
David Llewellyn-Smith
2 months ago
China shoots itself in the iron ore foot
The ferrous complex reamins paralysed by the jaws.
David Llewellyn-Smith
2 months ago
2
Rotten gas cartel ripe for slaughter
Labor has missed so many opportunities to rid the nation of this economic millstone that I have no faith it is about to do so.
David Llewellyn-Smith
2 months ago
5
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