After the Down-Cycle, the Setup Improves: India’s Steel Industry Heads into 2026 with Tailwinds
Infrastructure and housing recovery, rising EV-linked steel intensity, and projected 8–9% demand growth in 2026 anchor India’s emerging steel upcycle.
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Momentum Without Muscle: Why Iron Ore’s Recent Strength May Not Last
Iron ore's resilience is at risk due to weakening steel demand and looming Simandou volumes, with managed money participants trimming their net...
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Can Disciplined Execution Unlock Fenix as the Next Mid-West Iron Ore Champion?
A measured look at how execution discipline, funding strength, and scalable assets are shaping Fenix’s growth trajectory in the Mid-West iron ore...
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Iron Ore’s Speculative Run Loses Steam
Shrinking margins, fading demand and weakening technicals challenge the rally’s foundation, raising the question: how vulnerable is iron ore now?
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Iron Ore Rally Stretches Thin as Technicals Flash Pullback Risk
Simandou flows and softening mill output collide with overextended momentum, setting the stage for a test of the market’s recent resilience.
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