Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Iron Ore and Dry Bulk Freight, Mint Finance

Umang Agrawal

Iron Ore and Dry Bulk Freight

Commodities

<ul>
<li>China’s mega hydropower project signals stronger infrastructure-led steel demand, offering a lifeline to mills and boosting near-term iron ore demand and prices amid weak property activity.</li>
<li>Rio Tinto's strong Q2 output boosts near-term iron ore momentum, but muted shipments, cyclone impact, and gradual Simandou ramp-up may limit upside in prices.</li>
<li>Portside iron ore inventory data showed mixed signals last week, with SMM reporting a sharp drop while CISA data reflected a slight increase.</li>
</ul>


China’s mega hydropower project signals stronger infrastructure-led steel demand, offering a lifeline to mills and boosting near-term iron ore demand and prices amid weak property activity.
Rio Tinto's strong Q2 output boosts near-term iron ore momentum, but muted shipments, cyclone impact, and gradual Simandou ramp-up may limit upside in prices.
Portside iron ore inventory data showed mixed signals last week, with SMM reporting a sharp drop while CISA data reflected a slight increase.


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