Key Insights From Vale Day 2025: Strategy Recast for a New Metals Cycle
Vale trims iron ore output, doubles down on decarbonized steel trends, and advances a Sudbury copper partnership as supply tightens.
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Policy Whispers Offer Relief, but Structural Damage Points to Iron Ore Headwinds
Vanke’s repayment delay, falling sales, weak PMIs, and rising inventories signal persistent pressure on China’s iron-ore demand.
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Iron Ore Upside Persists, but Easing Fundamentals and Risk Reduction Cap Enthusiasm
A supply-led rebound has lifted iron ore prices, but restrained positioning and blast furnace shutdowns suggest the bulls may struggle to hold...
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As Simandou Opens the Floodgates, Rio Tinto Finds a New Edge in the Premium Ore Race
Simandou’s debut reshapes global supply, pits Guinea’s ambitions against China’s control, and hands Rio Tinto a strategic opening in the high-grade...
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Shipments Tighten, Bears Circle: Iron Ore Navigates Macro and Technical Squeeze
Iron ore futures rebound on tighter supply, yet weakening technicals and soft demand signal fading momentum and persistent downside risk ahead.
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