Iron ore price

China turns green steel dream into nightmare
Roll the tape.
David Llewellyn-Smith
2
Iron ore begins the year badly
The ferrous complex closed the jaws again yesterday.
David Llewellyn-Smith
2
Iron ore roars, coughs, and falls
There’s not much very encouraging going on for ferrous.
David Llewellyn-Smith
1
Iron ore roars out of Chinese new year
Chinese markets are open again, and dirt is flying.
David Llewellyn-Smith
1
Iron ore’s long losing streak set for reprieve?
Iron ore futures have been on a significant sag in Singapore over the Chinese Lunar New Year break.
David Llewellyn-Smith
3
Even more iron ore
China is closed for CNY for a week. SGX is closed for two days. Steel profits have improved, and we will probably see a decent rebound in output post-holiday. However, I expect this will only serve to drive steel prices lower amid stalling (and contracting) steel export growth plus weak domestic demand.
David Llewellyn-Smith
1
Uh oh. China runs out of room for iron ore
The ferrous jaws are all but closed after a Friday flush.
David Llewellyn-Smith
5
Pilbara killer rises
DXY stopped falling last night, possibly as Trump withdrew ICE from Minneapolis.
David Llewellyn-Smith
3
Major bank: Chinese steel is about to crash
The ferrous jaws may have partially closed, but a new problem is fast emerging: the price of steel amid weak demand.
David Llewellyn-Smith
3
Let them eat steel, demands China
The world’s most unpleasant nation, and the Albanese government’s best friend, has once again bared its fangs, not to mention its glass jaw.
David Llewellyn-Smith
8
Iron ore free falls into cyclone
The ferrous jaws are closing on a monthly basis.
David Llewellyn-Smith
3
The great iron ore tumble begins
The ferrous jaws are finally closing.
David Llewellyn-Smith
4
Time to slap big tariffs on Chinese streel
As noted many times, Australia enjoyed a few brief sane years of trade diversification when ScoMo stuck COVID up Beijing in 2020 and the nation responded by looking for other markets.
David Llewellyn-Smith
12
Green steel abandons Australia
The ferrous jaws are closing, though we still need a price nearer to $90 for iron ore for steel enterprises to make sense.
David Llewellyn-Smith
2
Iron ore hits 2026 low
The ferrous jaws must close, and slowly they are.
David Llewellyn-Smith
China’s iron ore mountain turns Himalayan
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore fails to launch
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore needs lower prices
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore back to the lows
The ferrous jaws must close!
David Llewellyn-Smith
Iron ore onwards and downwards
The ferrous jaws must close!
David Llewellyn-Smith
Save steel, not Twiggy
The ferrous jaws remain far too wide.
David Llewellyn-Smith
1
Iron ore books a date with $80
The ferrous jaws have only marginally compressed.
David Llewellyn-Smith
1
Iron ore dumps as China breaks BHP
The ferrous jaws have eased, but nowhere near enough.
David Llewellyn-Smith
1
Iron ore begins year with a whimper
Iron ore prices came off again yesterday, but the jaws remain wide.
David Llewellyn-Smith
Iron ore comet screams towards earth
The ferrous jaws got too wide and are now choking on a lack of oxygen.
David Llewellyn-Smith
2