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>Iron ore futures recorded a weekly loss as renewed trade tensions and weak mill margins overshadowed a brief post-holiday demand recovery.</li>
<li>Managed money participants increased their net long positions, reflecting continued confidence in the bullish outlook.</li>
<li>Demand for higher-grade ore remains subdued as weak mill margins persist, keeping the 65%-62% spread under sustained downward pressure in the near term.</li>
</ul>


Iron ore futures recorded a weekly loss as renewed trade tensions and weak mill margins overshadowed a brief post-holiday demand recovery.
Managed money participants increased their net long positions, reflecting continued confidence in the bullish outlook.
Demand for higher-grade ore remains subdued as weak mill margins persist, keeping the 65%-62% spread under sustained downward pressure in the near term.


Iron Ore Faces Renewed Downside Amid Weak Margins and Rising Supply Concerns