iron ore macquarie

Iron ore price collapse hits Macquarie, rich listers - afr.com

Nov 17, 2014· Iron ore price collapse hits Macquarie, rich listers. Macquarie Bank and one of Australia's wealthiest families, the Wagners, are among the biggest creditors in fallen iron ore …

Material Matters: Iron Ore And Base Metals - FNArena

Jul 10, 2019· Fortescue Metals ((FMG)) remains the preferred pink of the pure bulk miners and the broker is also positive about Champion Iron ((CIA)) and Mount Gibson ((MGX)). Macquarie upgrades 2019 and 2020 forecasts for iron ore by 27% and 25% respectively, reflecting a combination of stronger Chinese steel production and ongoing supply shortages. Base Metals

Flooded Iron Ore Mine Attracts Investors As It Nears A Re ...

Jan 03, 2019· "Mt Gibson offers unique exposure to high grade iron ore," Macquarie said in a research nore which sees the stock rising from its current 36c to 45.5c, and perhaps higher.

Lithium riding high on battery boom | Macquarie

Feb 29, 2016· Lithium riding high on battery boom London, 29 Feb 2016 While the price of oil, coal and metals like iron ore and copper remain depressed, …

Iron ore price unlikely to fall too far – Macquarie

The recent fall in steel demand and the iron ore price may not have a huge effect on Australian miners BHP Billiton, Rio Tinto and Fortescue Metals . Macquarie Equities said there was still ...

Here are the breakeven rates for major iron ore miners ...

Jan 08, 2018· For those looking to buy or sell shares in a listed iron ore miner, this table from Macquarie Bank may be of some interest. It shows the current breakeven levels for various iron ore …

Macquarie says iron ore, coal prices to remain strong into ...

Sep 03, 2017· Prices for iron ore and coking coal, the two key ingredients for steelmaking, are set to remain buoyant for the remainder of the year, Macquarie Bank …

Most iron ore exporters are making money at current levels ...

Mar 05, 2018· Macquarie Bank says almost all major iron ore seaborne producers are making money at present. Price discounts for lower grades are beginning to impact profitability for producers higher up the ...

Assessment of evolution of Loss on Ignition matter during ...

Although different iron ore reduction processes exist, prior to each reduction type, commonly, the hydroxyl and clay materials present in the iron ores undergo decomposition as a first stage. The mass loss during decomposition of these materials is termed as Loss on Ignition (LOI). The aim of this work is to apply a computer aided ...

Macquarie explains why volatility in iron ore markets ...

Sep 26, 2018· Iron ore markets have been volatile since the advent of spot trading. However, that's all changed in 2018. Compared to usual standards, it's been positively dull. Macquarie Bank believes that ...

Iron Ore's Rapid Surge Prompts Macquarie ... - Bloomberg L.P.

Jul 13, 2016· Iron ore's rally to a two-month high just prompted Macquarie Group Ltd. to sound the alarm as the bank says gains may be well beyond fundamentals, with abundant supply from …

Macquarie strengthens European research capabilities with ...

Previously, Serafino was Head of Iron Ore Research, covering all aspects of the iron ore, metallurgical coal and manganese ore markets at specialist consultancy CRU. In addition, Domenico Santoro has been appointed Head of the European Banks Research team and Robert Sage re-joins the Macquarie team as senior UK Banks Analyst.

UPGRADE: Macquarie Bank sees iron ore and coal prices ...

Aug 31, 2017· Macquarie Bank has made some significant upgrades to its iron ore price forecasts, suggesting that recent strength is likely to persist into early 2018. "The biggest discernible change in ...

Iron ore demand to fall through 2019 as global pig iron ...

A slowdown in growth in the steel industry through the rest of the decade will put considerable pressure on global pig iron and iron ore production and demand, Macquarie said in a report Thursday.

Sentiment towards Chinese steel demand has taken a big hit ...

Mar 15, 2018· Prices for steel, iron ore and coking coal have tumbled since the start of March. While some blame the introduction of tariffs on US steel imports, Macquarie Bank thinks it's been driven by ...

Iron Ore Price Ascending - FNArena

May 27, 2019· Iron ore port stocks may be a two-year lows but do not look particularly low versus recent history, in Macquarie's view. The broker suggests it is better …

Macquarie Bank sees iron ore and coal prices remaining ...

Macquarie Bank has made some significant upgrades to its iron ore price forecasts, suggesting that recent strength is likely to persist into early 2018. "The biggest discernible change in ...

Iron Ore's Rapid Surge Prompts Macquarie to Sound the ...

Iron ore's rally to a two-month high just prompted Macquarie Group Ltd. to sound the alarm as the bank says gains may be well beyond fundamentals, with abundant supply from miners, inventories ...

Iron ore, copper price falls loom - theaustralian.com.au

Analysts are warning the bleak outlook for global economic growth is about to hit commodity prices, suggesting copper and iron ore could face falling prices next year on recessionary fears.

Macquarie Raises Iron Ore and Aluminum Price Forecasts on ...

Aug 31, 2017· SHANGHAI, Aug. 31 (SMM) – Macquarie raised its forecasts for iron ore and aluminum prices next year, citing demand from China. The article is edited by SMM and is provided for information purpose only. SMM assumes no liability and does not warrant …

Material Matters: Iron Ore, Steel & Aluminium - FNArena

The broker observes steel mill inventory for iron ore is now quite supportive of iron ore prices. Macquarie does not expect iron ore prices will head as low as US$40/t, as was experienced in late 2015, because demand is on a firmer footing.

Iron Ore Price Drivers - Alder and Partners Pty Ltd

If market protections are raised with a goal of regenerating US steel production demand for iron ore may not necessarily translate to increased demand for Australian iron ore. Macquarie report that there is around 737Mt of idle steel production capacity in the developed world.

Macquarie slashes five-year iron ore price forecasts 5-20% ...

Macquarie analysts "still feel comfortable with the demand side of iron ore, and in our view the cost curve has proven itself once more with high-cost supply reacting in an efficient manner." Last year, Macquarie's projection was for seaborne iron ore demand to hit 1.8 billion mt in 2020.

Macquarie Bank says low Chinese steel inventories will ...

Macquarie Bank says low Chinese steel inventories will support iron ore prices in the near-term in Commodity News 27/02/2018 – Chinese steel inventories sit well below the levels seen a year ago.

Macquarie warns of persistent iron ore price pain

Macquarie is tipping prolonged pain for ore miners despite raising its iron ore forecast for 2017 by over 10 per cent.

Iron ore shipments to miss guidance: Macquarie - afr.com

Oct 05, 2016· Australia's biggest iron ore producers shipped less than expected in the past three months, jeopardising their ability to meet full-year guidance, according to Macquarie …

Iron ore price rally could give BHP, Rio Tinto 30% ...

Apr 10, 2019· The supply/demand dynamics benefit Australia's iron ore miners, according to the latest research by the Macquarie Group.

Iron ore rising: why the rally won't ... - Macquarie Group

Mar 16, 2016· There has been a significant rally in the price of iron ore and very recently, significant volatility, with the bulk price rising ~70% from mid-January 2016 to hit $63.7 a dry metric ton in March.

UPGRADE: Macquarie Bank sees iron ore and coal prices ...

Here's the bank's updated iron ore forecasts. Macquarie now sees the benchmark spot price for 62% fines averaging $73 a tonne in the first quarter of next year, representing a massive 46% upgrade ...

Material Matters: Outlook, Iron Ore & Copper - FNArena

Jan 16, 2019· Iron Ore. Macquarie reviews the iron ore industry's cost curve and notes costs for delivered ore have changed little. The seaborne marginal cost is still set by the low-grade producers in India, Iran and Australia. The broker calculates that, at US$50/t, up …