iron ore

One of the themes I looked at in the latest edition of the Weekly Macro Themes was Chinese fixed asset investment. One aspect of particular interest - especially for...

We revisit the upside opportunities available to Mineral Resources, including continued support in iron ore spot prices, incipient Wodgina lithium DSO, and an...

State owned entities in China have a history of taking on large amounts of debt to build white elephant projects. A recent surge in investment by SOEs means Australian...

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in...

There are still two days of the earnings season to go. Remarkably all but 8 of the 135 companies produced a profit for the six months to December. That is, around 94...

Expectations of increased infrastructure spending in the US have added fuel to the resurgent prices for commodities such as coking coal and iron ore. Alex Duffy from...