• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Fat Tail Daily

Investment Ideas From the Edge of the Bell Curve

  • Menu
    • Commodities
      • Resources and Mining
      • Copper
      • Gold
      • Iron Ore
      • Lithium
      • Silver
      • Graphite
      • Rare Earths
    • Technology
      • AI
      • Bitcoin
      • Cryptocurrency
      • Energy
      • Financial Technology
      • Bio Technology
    • Market Analysis
      • Latest ASX News
      • Dividend Shares
      • ETFs
      • Stocks and Bonds
    • Macro
      • Australian Economy
      • Central Banks
      • World Markets
    • Small Caps
    • More
      • Investment Guides
      • Premium Research
      • Editors
      • About
      • Contact Us
  • Latest
  • Fat Tail Series
  • About Us

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.

halloween economy and housing

Housing Halloween Horror Show? Nope!

By Callum Newman, Monday, 31 October 2022

In today’s Daily Reckoning Australia, Callum reveals a classic contrarian signal that shows a sector to consider today for the next 2–3 years. It’s worked before!

Time to Buck the Gold and Iron Bears

How the EU is Juicing the Iron Ore Boom

By Callum Newman, Monday, 21 March 2022

Looky here, iron ore is back to US$150 a tonne. Perhaps you’re thinking what I am? Something doesn’t square here.

ASX RIO - Rio Tinto Shares

Rio Tinto Makes $825 Million Lithium Play with Rincon Mining Acquisition (ASX:RIO)

By Kiryll Prakapenka, Wednesday, 22 December 2021

Rio Tinto [ASX:RIO] is set to acquire the Rincon Resources Ltd [ASX:RCR] lithium project in Argentina for $825 million.

ASX RIO Share Price - Rio Tinto Share Price

Deep Value in Outer Space

By Callum Newman, Tuesday, 23 November 2021

How does a 20% grossed-up yield sound? Canaccord Genuity says that Rio Tinto Ltd [ASX:RIO] is yielding that right now.

ASX FMG - Fortescue Share Price

Fortescue Share Price: Record First Quarter Iron Ore Shipments (ASX:FMG)

By Kiryll Prakapenka, Thursday, 28 October 2021

Fortescue Metals Group [ASX:FMG] share price was relatively flat on the news, exchanging hands for $14.05 per share at time of writing, up 0.5%.

ASX BHP share price

BHP Share Price: September Quarter Iron Ore Production Dips (ASX:BHP)

By Kiryll Prakapenka, Tuesday, 19 October 2021

Iron ore production fell 4% year-on-year and 3% quarter-on-quarter. BHP Group [ASX:BHP] share price are currently exchanging hands at $38.47 per share, a drop of 1.84% at time of writing.

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Interim pages omitted …
  • Page 8
  • Go to Next Page »

Primary Sidebar

Commodities Categories

  • Commodities
  • Resources and Mining
  • Copper
  • Gold
  • Iron Ore
  • Lithium
  • Silver
  • Graphite
  • Rare Earths

Footer

Fat Tail Daily Logo
YouTube
Facebook
x (formally twitter)
LinkedIn

About

Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

Quick Links

Subscribe

About

FAQ

Terms and Conditions

Financial Services Guide

Privacy Policy

Get in Touch

Contact Us

Email: support@fattail.com.au

Phone: 1300 667 481

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.

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2025 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988