iron ore

There have been some real fireworks in the base metals complex in recent weeks, with Zinc and copper hitting multi-year highs, and nickel and cobalt moving very...

If you care about the outlook for the iron ore price then you care about the outlook for the Chinese property market. A simple analysis shows that a major driver, if...

A weak session for the local market yesterday with early optimism fading throughout the day and the market limped into the close. A similar session played out in the...

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the...

The Dalian iron ore futures originally completed a technical top formation / closed below key support on 27/3/17 at 566 thereby generating a technical sell signal and...

This Bloomberg article, ‘Lucky Country getting left behind’, demonstrates the extent to which our market has decoupled the global equity trend, and also the extent of...

DALIAN IRON ORE FUTURES (470) - downside target located at 450 The Dalian iron ore futures completed a technical top formation / closed below key support on...

Dalian iron ore futures - a close below 485 if it occurs would signal next major downward move. Iron ore recently completed a technical top formation / closed below...

The Dalian iron ore futures recently completed a technical top formation / closed below key support on 27/3/17 at 566 thereby generating a technical sell signal as...

The Dalian iron ore futures contract originally generated a technical buy signal on 28/01/2016 as detailed in a previous Wire (link below). The iron ore price...

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...