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All the Latest Iron Ore News and Developments

Australia is the largest iron ore producer in the world. Iron ore is Australia’s biggest export earner. In 2014 it contributed around $75 billion in export revenues, providing a major source of income for the country.

Leading Iron Ore Stocks on the ASX

China is the largest consumer of iron ore, and most of Australia’s iron ore exports go to China. The Middle Kingdom’s relentless industrialisation and stimulus-based infrastructure spending over the past decade or so has resulted in growing demand for Australia’s iron ore. To satisfy this increase in demand, Australia has increased its production significantly. BHP Billiton Ltd [ASX:BHP] and Rio Tinto Ltd [ASX:ASX] are the largest producers, followed by Fortescue Metals Ltd [ASX:FMG]. Fortescue established itself after seeing the rise of China and realising what this would mean for future iron ore demand.

Breaking Developments in Iron Ore Price

Despite China’s robust growth, the iron ore price is volatile. It rose to a high of nearly US$180/tonne in 2013, before plunging to around US$40/tonne in late 2015. It then recovered to around $90/tonne, before falling again. As nearly all iron ore production receives the ‘spot price’ (as opposed to a fixed long-term contract price), these fluctuations have a major impact on the profitability of Australian producers. During the iron ore price downturn from 2013–15, a number of iron ore producers nearly went under.

Iron ore production is a ‘scale’ game. The more you can produce, the better and cheaper it is. That’s why Australia’s three big producers, as well as Brazil’s Vale, dominate the global market. Iron ore, thanks to its huge export earnings, also has a major effect on the Aussie economy. When prices rise, it’s good for the economy, but when prices fall, it has a negative effect.

ASX FMG - Fortescue Share Price

Why I Reckon George Soros Would Back This Trade Today

By Callum Newman, Wednesday, 06 September 2023

In the words of George Soros — one of the greatest speculators of all time — we must ‘Find the narrative whose premise is false…and bet against it’. But where should we look? You want to hear about all the exciting things going on lithium, rare earths, and copper. However, here’s the reality. Iron ore is barnstorming its way towards US$120 a tonne…against all expectations. Read on…

Have the Bears Finally Got It Right on China?

By James Cooper, Friday, 25 August 2023

With the bearish narrative shown by the Western media, you would believe that China is struggling economically. But despite front-page photos of empty cities, China’s economy didn’t collapse. Nor is it likely to do so now…

Simandou: Iron Ore’s Amazon Moment

By Callum Newman, Monday, 23 January 2023

In today’s Daily Reckoning Australia, everybody loves to talk battery minerals, but iron ore is still where the big money is. Iron ore is back to a booming price of US$120 a tonne. Everybody is always worried that the iron ore market will go into oversupply and kill the price, but here’s another scenario worth thinking about…

Two Commodity Predictions for 2023 (Part One)

By James Cooper, Saturday, 07 January 2023

Today’s Money Weekend is a special edition from our commodities expert James Cooper, who makes two bold predictions for commodity markets in 2023, including his number one commodity pick. In his own words, this commodity is set to follow in the wake of lithium’s strong outperformance in 2022. Read on to find out more. And if you’re interested in following James’s research and investment recommendations in the commodities market, be sure to check out his new advisory, Diggers and Drillers.

Aus Tin Share Price

This Is How the Next Mining Boom Begins

By Ryan Clarkson-Ledward, Thursday, 10 November 2022

In today’s Money Morning, an official ruling in Canada highlights the growing tussle over mining investment. The lithium market continues to highlight how demand and supply issues will dominate a new commodities cycle. We’re headed for a new ‘Age of Scarcity’. Learn how you can prepare for and even profit from it…

risk in the commodity market

Commodity Stocks’ New Hierarchy

By Kiryll Prakapenka, Tuesday, 08 November 2022

In today’s Money Morning, the Department of Industry expects metals like copper, nickel, and lithium to earn $33 billion in 2022–23, double what they earned in 2020–21. This paves the way for a reordering of the commodity hierarchy. How can investors benefit? Read on to find out…

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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