I haven't seen this report so can't comment directly but here are Goldman's new iron ore forecasts: Q1 US$120 a tonne. Q2 US$115 a tonne. Q3 US$105 a tonne. Q4 US$100 a tonne. 2025 $95. 2026 ...
But iron ore futures fell to range lows again last night on Dalian: ... The full text of this article is available to MacroBusiness subscribers. $1 for your first month, then: $24.99 / month.
Iron ore crazy. David Llewellyn-Smith. ... David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific ...
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Iron ore $20 is coming. Share . ... 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 ...
Same for coking coal: The eponymous Tom Price has a crack: In a note, Liberum Capital's Tom Price said "we're usually constructive on iron ore's demand and price outlook during December to ...
The iron ore ore short squeeze continued in full roar yesterday but was greeted by selling overnight in Dalian: ... The full text of this article is available to MacroBusiness subscribers. $1 for ...
Commodities Iron ore price. Fortespew as iron ore falls again. David Llewellyn-Smith ... David is the founding publisher and editor of MacroBusiness and was the founding publisher and global ...
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Rebar futures fell nearly 2%, and iron ore futures were smoked yesterday. Futures are fast approaching the "death cross" on the weekly chart: Coking coal is at the cross: To be honest, I have ...
29th May, 14. Print Wire. Livewire News. Macrobusiness on iron ore: Paper markets continue to plumb new depths with the 12 month swap at $95. But, let's face it, it's still …
Iron ore prices are likely to decrease against lackluster steel demand and profits. ... David is the founding publisher and editor of MacroBusiness and was the founding publisher and global ...
Iron ore's price gains made it one of the best performing commodities of the year, up over a fifth by mid December. The full text of this article is available to MacroBusiness subscribers $1 for ...
Over Easter, iron ore was smashed, then short-squeezed higher to remain virtually unchanged. ... The full text of this article is available to MacroBusiness subscribers. $1 for your first month ...
Overview. Trade. Countries. Companies. Prices. Global iron ore reserves 2023, by top country. Global iron ore mine production 2023, by country. Find the most …
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The lower the iron ore price goes, and the more it crimps low-cost iron ore producer profits, the worse the effect gets. A fall from $140 to $110 seems nasty, but it …
David Llewellyn-Smith. Monday, 18 December 2023. Get the good stuff. Chinese data was weak again. Goldman: On the back of mixed PMI and trade data, …
But last month it was iron ore in the main that has seen its fortunes rise as LNG, crude oil and coal prices moderated. ... The full text of this article is available to MacroBusiness subscribers ...
Iron ore rocket flames out. David Llewellyn-Smith. Thursday, 11 April 2024. ... The full text of this article is available to MacroBusiness subscribers. $1 for your first month, then: $24.99 / month.
Iron ore is very volatile so this is pretty boring so far. We are still miles above the kind of cost curve adjustment that would get genuinely exciting. ... The full text of this article is ...
Iron ore prices for November 19, 2020: Everything up! ... David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the ...
Pig iron ore output was thumped seasonally: But, ominously, it did take a hit from a rebounding recycling share: ... David is the founding publisher and editor of MacroBusiness and was the ...
Iron ore went nuts yesterday, as it is want to do on the Dalian exchange: ... The full text of this article is available to MacroBusiness subscribers. $1 for your first month, then: $24.99 / month.
There is an excellent replay happening in iron ore that is one of them. ... The full text of this article is available to MacroBusiness subscribers. $1 for your first month, then: $24.99 / month.
The Pilbara killer will harm nothing but the iron ore price: ... David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The ...
Iron ore fell to the lowest since October — after dropping almost 9% last week — with hopes for a rebound in Chinese steel demand following the Lunar New Year holidays fading. Futures for the ...
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Iron ore breaks down. Rio Tinto (LSE: RIO) (ASX: RIO) announced Monday that in Q3 2023, Pilbara iron ore shipments totalled 83.9 million tonnes (Q3 2022: 82.9 million tonnes) and production was 83 ...
The iron ore crash continues unabated, chasing rebar futures lower: The scuttlebutt is terrible: "A weak steel price and thin steel margins, coupled with high ore shipments, …
This is 160mt of new ore, plus Chinese steel demand crashing by about 100mt. That's a potential 300mt swing in the seaborne market. A surplus 50% larger and more persistent than the iron ore ...
For now, anyway, Dalian iron ore futures are trying to hold at the 30DMA: ... The full text of this article is available to MacroBusiness subscribers. $1 for your first month, then: $24.99 / month.
Iron ore imports finished the year at 100.9mt for a record year: However, this was largely a story of declining steel recycling output, which fell from 217mt in 2020 to 144mt in 2023.