iron ore

Latest news and analysis on iron ore

Equities

Iron ore price slump silver lining: Looming supply cuts to rebalance market

Citi suggests a major reason for recent weakness in the iron ore price is a surge in supply hitting the market from non-traditional sources.
BHP
FMG
+3
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 rises on RBA hold and BOJ hike as iron ore rally boosts BHP, RIO & FMG

Iron ore miners helped the index to a modest but welcome gain. A rally in the iron price back above US$100/t was the catalyst.
29M
A4N
APX
+15
Carl Capolingua
Livewire Markets
Equities

Macquarie’s massive ASX metals and energy stocks review: Deluge of downgrades!

Macquarie has adjusted its commodity price forecasts resulting in ratings and price target changes for ASX several metals and energy stocks.
29M
+26
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 edges higher but iron ore price plunge drags on resources sector

Apart from the modest gain, you could say it was a stalemate on the Australian stock market today.
CXO
HLS
+7
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 smashed as iron ore rout continues, bank profits too tantalising to ignore

All the important stuff that happened on the Australian stock market today, all in one place.
BHP
+10
Carl Capolingua
Livewire Markets
Equities

CEO interview: Inside Fortescue's transformation

Can you be part of the problem and the solution? Fortescue's CEO believes so, with the company ramping up its decarbonisation efforts.
FMG
Carl Capolingua
Livewire Markets
Equities

Brokers remain acutely bearish on Fortescue despite “strong” result

Major brokers appreciated the strength of Fortescue's first half result, but it wasn’t enough to sway their prevailing bearish views.
BHP
FMG
RIO
Carl Capolingua
Livewire Markets
Reporting Season

Fortescue delivers what BHP and Rio Tinto couldn't - a profit and dividend increase

The share price reaction certainly suggests investors are happier with this result than the other two.
BHP
FMG
RIO
Hans Lee
Livewire Markets
Reporting Season

Pilbara vs Mineral Resources: Which lithium miner comes out on top?

Lithium miners have faced challenging times., yet none seem as well-prepared to endure the storm as Pilbara Minerals and Mineral Resources.
Kerry Sun
Livewire Markets
Commodities

Critical metal developers: The iron ore of 2003

How can critical metal developers get the cash to build fully integrated mines? Answer: take a leaf out of the iron ore book from 2003
James Cooper
Fat Tail Investment Research
Equities

5 key takeaways from BHP's half-year result

There's more than meets the eye to BHP's first-half profit plunge.
BHP
Kerry Sun
Livewire Markets
Commodities

Critical metal stocks are the iron ore developers from 2003

Geologist James Cooper compares iron ore miners from 2003 with critical metal stocks today... The challenges and opportunties are uncanny.
James Cooper
Fat Tail Investment Research
Commodities

Flano set to fire his first Arrow in battle of Simandou North

The $38m junior is about to drill right next to the giant Simandou iron ore project. Plus, uranium bulls rage on and BHP’s chosen juniors.
BHP
+6
Barry FitzGerald
Independent Journalist
Equities

Cash is Kin, ditto CZR

The WA gold and iron ore duo are about to cram their pockets with readies as others look to deal. Plus, Magnetic targets resource growth.
DEG
+2
Barry FitzGerald
Independent Journalist
Commodities

Morningstar's commodity outlook and top stock picks

Morningstar says these four miners are trading at the greatest discount to its fair value estimates.
BHP
FMG
+4
Kerry Sun
Livewire Markets
Equities

COP28 support for nuclear and US ban on Russian product sets up uranium for a booming 2024

More tailwinds mean Boss is set to start production and sign offtakes in a bullish market. Plus, Flanagan and Harmanis back in spotlight.
BOE
+4
Barry FitzGerald
Independent Journalist
Equities

The Australian Dollar is making a comeback and these stocks are set to benefit: Citi

Citi analysts expect the Australian dollar to strength in 2024-25 and these are the stocks and sectors that have historically outperformed.
APA
ASX
+18
Kerry Sun
Livewire Markets
Equities

The third ASX small cap big buy alert begins

Callum Newman of Fat Tail explains why Aussie small caps should lift out of their worst streak of underperformance in over two decades!
Callum Newman
Fat Tail Investment Research
Commodities

Citi says iron ore price could hit US$140 a tonne by early 2024

Citi says "any dip in iron ore from here through to at least Chinese New Year could represent a buying opportunity."
FMG
Kerry Sun
Livewire Markets
Equities

AuTECO poised to close gap on copper peers amid more bullish forecasts for red metal

Ken Brinsden ponders valuation disconnect between WA and Canadian lithium companies, UBS backs gold and iron ore run puts CZR in spotlight.
BGL
BHP
+10
Barry FitzGerald
Independent Journalist
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