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Iron ore price
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
4 days ago
1
The iron ore bust of 2026
The 2025 iron ore bust was a bust.
David Llewellyn-Smith
4 days 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
5 days 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
8 days ago
2
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
12 days 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
14 days ago
1
Iron ore does the opposite
The iron jaws refuse to shut.
David Llewellyn-Smith
15 days ago
China shoots itself in the iron ore foot
The ferrous complex reamins paralysed by the jaws.
David Llewellyn-Smith
19 days ago
2
Green steel to nowhere
The ferrous jaws are still yawning wide.
David Llewellyn-Smith
20 days ago
China’s monstrous steel crash
The ferrous complex remains paralysed by overly high iron ore prices. I have switched to Shanghai HRC (purple) prices from the national average, which may help explain some of the stickiness in iron ore prices.
David Llewellyn-Smith
23 days ago
Unemployment falls anew
The ABS with the data.
David Llewellyn-Smith
26 days ago
2
The baked-in bulls of iron ore
The ferrous complex remains in a state of paralysis as hopeful traders fight a deteriorating reality.
David Llewellyn-Smith
26 days ago
1
Happy Pilbara killer day!
The ferrous complex remains paralysed by an unsustainable iron ore price.
David Llewellyn-Smith
27 days ago
4
Iron ore jaws must shut
The ferrous complex is weakening fast, as it should.
David Llewellyn-Smith
28 days ago
2
Green iron and steel in a deep freeze
IEEFA wants Albo to waste another $1bn on green iron.
David Llewellyn-Smith
29 days ago
1
Iron ore enters the perfect storm
The ferrous complex is buckling.
David Llewellyn-Smith
1 month ago
4
Iron ore at the cliff’s edge
The ferrous jaws must close.
David Llewellyn-Smith
1 month ago
2
Bottom falls out of iron ore market
Steel is in freefall again.
David Llewellyn-Smith
1 month ago
5
Iron ore threatens breakdown
The jaws must shut to restore steel mill profitability.
David Llewellyn-Smith
1 month ago
Pilbara killer closes jaws on iron ore
The ferrous jaws must shut.
David Llewellyn-Smith
1 month ago
7
Pilbara killler one week away
Iron ore is riding high with the Pilbara killer one week away.
David Llewellyn-Smith
1 month ago
3
Iron ore roars into glut
Sometimes markets are nothing more than denial machines.
David Llewellyn-Smith
1 month ago
Iron ore piles up in China
The ferrous market is in a period of comprehensive excess that cannot last.
David Llewellyn-Smith
1 month ago
Pilbara killer sows panic among among miners
China HRC prices keep falling, indicating hot metal output is too high and must be cut to restore steel mill margins.
David Llewellyn-Smith
2 months ago
Pilbara killer to drown iron ore market
The ferrous market remains stalled above $100.
David Llewellyn-Smith
2 months ago
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