Bearish interpretations of iron-ore stockpiles in Chinese ports are overdone, Macquarie Group Ltd. wrote in a report today, citing an analysis of inventory data at steel mills, ore miners and in ...
بیشترIn a boost both for miners and Australias budget, iron ore could soon cross the never-seen-before price threshold of US200 257.7 per tonne, as …
بیشتر"Spot iron ore remains well above our forecasts for the remainder of 2021 and beyond," said Macquarie analysts. "Iron ore prices are 27 per cent above our June quarter 2021 forecasts, and 48 ...
بیشترTyre Stewardship improves with latest members. Macquarie Group has joined the list of major banks that are cutting their iron ore price forecasts. Last week, the bank said it expects iron ore ...
بیشترMacquarie now sees iron ore and aluminum prices at $54/tonne and $1,938/tonne, respectively, in 2018, 14% and 7% higher than its previous predictions. Aluminum Price Rise Cycle Just Begins The article is edited by SMM and is provided for information purpose only.
بیشترCost curve for iron ore fines (US$/t, nominal, CIF China equivalent basis) Slide 7 Cumulative volume (million tonnes) CY13 CY15 CY01 Jimmy Wilson, President Iron Ore, 15 October 2013 Source: Macquarie Research, October 2013. Cost curve expected to flatten over time as new supply is predominantly low cost •BHP Billiton will retain a favourable
بیشترAustralia makes up half of the world's iron ore exports. Brazil exported around 23 percent of the world's total iron exports. As of 2020, Brazil had reserves of 15 billion metric tons of iron ...
بیشترThe recent decline in iron ore has been well documented, and analysts at Macquarie think it has further to go. Strong demand and a healthy dose of speculation combined to drive benchmark iron ore ...
بیشترIron ore markets have been volatile since the advent of spot trading. However, that's all changed in 2018. Compared to usual standards, it's been positively dull. Macquarie Bank believes that ...
بیشترCurrently, iron ore is fetching US$122.36, a drop of 25% since the beginning of 2021. Since the start of the new financial year on 1 July, iron ore prices have sunk 40%. ... Macquarie …
بیشترMacquarie is bullish on all local iron ore producers it covers, with "outperform" ratings on BHP, Rio, Fortescue, Mineral Resources, Champion Iron, Deterra Royalties and Mount Gibson Iron ...
بیشترIron ore reduction was observed at low temperatures (< 800 °C) and increased up to 1000 °C, where wustite, metallic iron and cementite were detected by XRD. Carbon deposition at low temperatures and carbothermic reduction at high temperatures were identified through …
بیشترMacquarie recommends long nickel position. Macquarie Bank has recommended taking a long nickel position, saying the market has been oversold and that low prices may reduce Chinese nickel pig iron production in favour of imports. Three-month nickel traded at four-month lows last week, but managed to break back up through $18,000 per tonne on ...
بیشتر-Iron ore miner supply discipline underpinning the iron ore price-Are Rio Tinto and Fortescue Metals oversold? By Eva Brocklehurst. Coal Miners. Recently, thermal coal mining equities have rallied on what Macquarie believes is an increase in demand outside of China. Moreover, exports to China from Mongolia have reduced because of pandemic ...
بیشترIron ore is a mineral block found underground. It is a source of raw iron, which can be smelted into iron ingots. Deepslate iron ore is a variant of iron ore that can generate in deepslate and tuff blobs. Iron ore itself can be obtained by mining it with a stone pickaxe or higher enchanted with Silk Touch. When mined without Silk Touch, iron ore drops raw iron. It is affected by Fortune ...
بیشترThe price of iron ore could bounce to around $200 per tonne cfr China in the first half of 2011 on expected supply disruption in Australia and Brazil and increased demand from the steel industry, Jim Lennon of Macquarie Capital told delegates at the Iron Ore …
بیشترIt was only yesterday that I reported that Macquarie Group Ltd cut its exposure to iron ore from its model portfolio. This was done to make space for ASX miners that produced metals needed in ...
بیشترMacquarie analysts projected Chinese pig iron and DRI production will fall to 707 million mt by 2019, a decrease of 42 million mt from 2014 as crude steel growth slows and scrap use expands. Production from the rest of the world by 2019 will grow by only 9 million mt to 480 million mt, it said.
بیشترMacquarie suggests these swings in the iron ore price encapsulate elements of the different cyclical phases experienced by industrial metals since the effects of COVID-19 began to ripple through markets last year.
بیشتر-Macquarie anticipates balanced copper market before surpluses emerge in 2023-Iron ore fundamentals deteriorating faster than previously expected . By Eva Brocklehurst. Copper. Longview Economics notes, after a sharp rally, copper has consolidated gains. A fundamental analysis of the market suggests copper will be affected by weakness in some ...
بیشترFor those looking to buy or sell shares in a listed iron ore miner, this table from Macquarie Bank may be of some interest. It shows the current breakeven levels for various iron ore …
بیشترThe displacement cycle in the iron ore market is likely to continue over "at least" the next two years, according to Macquarie. As such, iron ore prices are expected to only exceed $100 per tonne occasionally, it said in a research note.
بیشترIron Ore. Citi expects iron ore prices will set new highs of US$200/t over the next few weeks before consolidating to an average of US$185/t, and US$160/t by the fourth quarter of 2021. Despite upgrading expected earnings, the broker downgrades Mineral Resources ( ( MIN )) to Neutral from Buy and Champion Iron ( ( CIA )) to Sell from Neutral.
بیشترMysteel Iron Ore Team Mysteel Iron Ore Team -Durham Alumni Durham Alumni - Show 1 more group Show fewer groups ... Priya Arora Mukerji's 13-year journey at Macquarie has taken her from an Executive Assistant to a Vice…
بیشترPrices for iron ore and coking coal, the two key ingredients for steelmaking, are set to remain buoyant for the remainder of the year, Macquarie Bank predicted in a recent report.
بیشترIron ore: value over volume. This article was prepared by Macquarie's Commodities Strategists for LME Week 2019. Seaborne iron ore delivered one of the strongest performances in our commodity cover this year, characterised by a surprisingly robust steel demand growth in China, technical industry issues in Australia and a dam failure in Brazil.
بیشترMacquarie's iron ore price forecast is for today's fall to be the start of a sustained decline with the price slipping to $140/t later this year and then down to $105/t next year, before ...
بیشتر"Even with the correction that we saw in iron ore, steel prices have fallen in just about every market, in Europe, the U.S. and China," said analyst Serafino Capoferri at Macquarie in London.
بیشترIron Ore. Iron ore prices have slid, down -29% over August matching a move in Chinese steel prices. Macquarie notes during August rebar futures have fallen -US$85/t.Spot iron ore prices are now down more than -US$100/dmt from a high of US$233/tmt on May 12, a fall of -44%. Lump prices have fallen further, down -46% from the peak of US$267/dmt.
بیشترIron ore: Why this left-for-dead metal could rocket, and 4 easy ways to buy it. The last 60 days have been a brutal stretch for iron investors. As a result of China cutting back on iron ore ...
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