Posts tagged as:

Iron ore

China should get out of steel not strong arm iron ore

July 10, 2009

Things have got serious in the iron ore negotiations in China with spurious ‘espionage’ charges levelled against domestic steel producers and Rio Tinto executives – or here if you don’t have an FT subscription. It’s a stretch to call any iron ore information a state secret, so what might have prompted Chinese officials to take [...]

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Where to go to dig up the facts about iron ore

September 25, 2008

There has been a lot of news lately about how the largest iron ore producers want to change the traditional yearly contract negotiations with their biggest customers.  If you are trying to follow what’s going on and you need some background on the iron ore market and history, you can get some answers online through [...]

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Drybulk freight rates information sources; the cost of shipping iron ore and coal around the world

April 14, 2008

If you want to understand freight rates, you might first want to go to an industry overview provided by Genco Shipping and Trading Limited It includes a very good description of how different drybulk materials are shipped and what the rates you will find actually mean.
You can find current iron ore and coal freight rates [...]

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Vertical integration into scrap – lessons from iron ore

March 26, 2008

There has been a recent flurry of steel producer acquisitions of scrap processors (SDI-Omnisource,  Nucor- DJ Joseph, DJ Joseph-MRS, Galamba) and persistent rumors that others are circling targets. By my calculations steel producers now control about 40% of the US ferrous scrap industry. They controlled less than half that only a few years ago. If [...]

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Iron ore statistics and commodity pricing

March 12, 2008

A good source of iron ore statistics are reports published by the UNCTAD secretariat (United Nations Conference on Trade and Development) in cooperation with the Raw Materials Group, based in Sweden. You can view all the available publications on the Raw Materials Group website, but you can read the full World Investment Report [...]

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