iron ore

Latest news and analysis on iron ore

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
Equities

EVs poised to send graphite price into overdrive amid big supply deficit

Outlook is good news for Kingsland and its big NT graphite find; Rio sure to be looking at strong DFS numbers on CZR’s iron ore project.
BHP
+2
Barry FitzGerald
Independent Journalist
Equities

BHP not turning fickle on beaten-up nickel

Plus, Stavely flags its Kimberley nickel prospect next to IGO's hot hit, S2 to drill alongside Fosterville and CZR poised for iron ore DFS.
BHP
RIO
+2
Barry FitzGerald
Independent Journalist
Commodities

3 reasons why we are bearish on iron ore

China accounts for over 50% of global iron ore demand, with 55% of Chinese iron ore demand coming from the construction sector
Chris Watling
Longview Economics
Reporting Season

Fortescue loses another CEO (and that might not be the worst of it)

Martin Currie's head of equity research Michael Slack explains his perspective on the fall out from this morning's results announcement.
FMG
William Heine
Livewire Markets
Commodities

Have the bears finally got it right on China?

Former exploration geologist James Cooper challenges the one way traffic on bearish China sentiment and offers a different view
BHP
James Cooper
Fat Tail Investment Research
Reporting Season

BHP disappoints across the board, but this fundie is still bullish

Short-term lifts in commodity cost curves will help offset soft iron ore prices, according to Joe Wright from Airlie Funds Management
BHP
David Thornton
Livewire Markets
Equities

Why I like Fenix Resources (my reason might surprise you)

Fenix is a high-grade iron miner with projects far from the WA port of Geraldton. But it now fully owns a great logistics business.
AMN
BHP
+3
Kingsley Jones
Jevons Global
Commodities

China steps up stimulus: BHP, Rio Tinto and Fortescue near 2-month highs

Commodities are beginning to rebound as China shifts to stimulus mode to support its faltering economy.
BHP
+3
Kerry Sun
Livewire Markets
Commodities

Why the commodities rally may not last much longer (and what it means for ASX materials stocks)

The ASX materials index is up marginally so far in 2023, but UBS says downside may be on the horizon.
BHP
FMG
+2
Hans Lee
Livewire Markets
Commodities

Is this as good as it gets for iron ore?

Are the global dynamics changing for iron ore? In this wire, we explore some of the issues, now and into the future.
BHP
+1
Chris Conway
Livewire Markets
Commodities

How to play the commodity supercycle, according to Longview Economics

Brad Waddington and Longview Economics provide their insight into the commodity super-cycle, and how to value some of its major components
William Heine
Livewire Markets
Equities

Long-term upside remains for iron ore miners. Here are the stocks Macquarie is backing

With spot prices trading below the investment bank's short-term forecasts, analysts continue to expect long-term outperformance.
BHP
+4
Ally Selby
Livewire Markets
Equities

“In conversation with Elizabeth Gaines” Non-Executive Director, Global Ambassador & former CEO of FMG

The latest episode of Euroz Hartleys' Finding the Front explores Elizabeth Gaines' background, career and insights.
FMG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Rare earth magnets keep their strong attraction despite Tesla’s jawboning

Plus, CZR looks to capitalise on strong iron ore price and funding package sets up Orion to be significant copper-zinc producer.
BHP
FMG
+5
Barry FitzGerald
Independent Journalist
Equities

Perhaps one of the simplest companies on the ASX

Deterra Royalties operates a royalty business model that engages in the management and growth of a portfolio of mining royalty assets.
Tim Montague-Jones
ASR Wealth Advisers
Reporting Season

Earnings soar 503% for Mineral Resources (but that's only half the story)

Market leader Mineral Resources has missed on analyst estimates, but its cash generation and growth opportunities are too good to ignore.
Ally Selby
Livewire Markets
Commodities

Iron Ore: A concise guide for ASX investors

A deep dive into iron ore supply and demand, price drivers, outlook and key ASX-listed companies.
BHP
+6
Kerry Sun
Livewire Markets
Reporting Season

Is this as good as it gets for the Big Australian?

With profit down 32% and dividends down 40% from last year, is this the end of BHP's golden era? Yu Li from Blackmore Capital gives her take
BHP
S32
Chris Conway
Livewire Markets
Commodities

The four mining companies Goldman Sachs calls an ESG buy (including one Aussie stock)

The traditionally emissions-heavy sector is working to make sustainable change and Goldman Sachs believes it’s time to recognise this.
+1
Sara Allen
Livewire Markets
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