Core Correlations: Iron Ore Research Weekly - July 6th, 2020
Demand China Manufacturing PMI: Manufacturing PMI data from China continues to be healthy after posting a dip in February due to COVID. June data...
465 Views
Iron Ore: Brazil Supply Shortage Risk / Play Fortescue and Rio Tinto
Brazil, one of the largest suppliers of iron ore to the seaborne market (~22% market share) is in the spotlight as it registered its 500,000th case...
466 Views
China Data Inflecting Positively - Iron Ore Rising - Fortescue and Rio Direct Plays
In my last insight, Fortescue Metals 15% Dividend Yield/Buybacks + China Stimulus, I had pitched Fortescue Metals (FMG AU) as a direct play on iron...
333 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
424 Views