Iron Ore: China Imports From Ukraine, Iran, And Peru Show An Increasing Trend
We assess the impact of rising exports from geographic destinations other than Australia and Brazil on iron ore, providing data on increases in...
388 Views
Ivanhoe's Massive Guide Down And Copper Supply Impacts
We detail another major event that could further push the copper market into deficit in the short term for CY25, potentially exceeding 400,000 tons.
293 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - June 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
541 Views
Copper Tracker 23rd June 2025: Bullish On Low Inventory, But Need To Monitor China
We highlight KPIs for tracking copper, including inventory data, exchange spreads, and TSF for China. We also list our top picks in equities for...
239 Views
Iron Ore Tracker (23-June-2025): Iron Ore Due for A Small Bounce?
This insight covers China's TSF, steel production rates, iron ore imports, mill margins, port inventories, and other KPIs impacting iron ore...
243 Views