• Australia s lithium miners powering the global electric

    2021 7 29 Macquarie Capital s Hayden Bairstow says matching lithium demand with supply will be challenging for at least the rest of this decade like iron ore which is made into steel in China

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  • Macquarie sees upside for Rio ASX RIO and BHP

    2021 3 10 Will iron ore prices continue to stay high While Macquarie has turned its attention to copper as a catalyst to upgrade the Rio Tinto and BHP share prices the iron ore price is just as important

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  • Commodity cycle intact despite Chinese policy curbs

    2021 10 12 on the iron ore price represents a near term risk to the iron ore price From the point of view of resource equities a falling iron ore price obviously will weigh on their stock prices although downside should be mitigated by the fact that even at a substantiall y lower spot iron ore price there is earnings upside Macquarie WM Investment Strategy

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  • Iron ore fuels strong export results Aus shares 1 1

    2020 7 24 From May to June 2020 exports of iron ore increased by 757 million or 8 per cent to 9 92 billion the highest export value on record China was the main market driver for Australian iron ore

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  • Iron ore prices will rarely exceed 100 in coming years

    2014 9 10 As such iron ore prices are expected to only exceed 100 per tonne occasionally it said in a research note The investment bank forecasts an average iron ore price of 92 per tonne cfr China for 2015 and annual averages in the 85 95 per tonne range through 2020 Iron ore prices continued to reach multi year lows over the past few weeks

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  • Macquarie Sent to the Naughty Chair by APRA ShareCafe

    2021 4 1 Macquarie Group has been hit hard by APRA the key financial regulator which has imposed a massive half a billion extra capital charge and other penalties for two years of breaches a quality titanium pigment for paints and a premium steel input with >64 Fe iron ore fines

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  • FMG

    2021 9 7 Macquarie was impressed by the cash returns to shareholders in FY21 which totalled 11bn Nevertheless declining iron ore prices are expected to mean returns fall over time The company is still expected to maintain 10 free cash flow yields into the medium term as declining capital expenditure will offset the lower iron ore prices

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  • Hamersley Iron

    2021 9 24 Understanding the impacts of iron ore processing Macquarie University has had a long standing partnership with Hamersley Iron Pty Ltd which focuses on understanding the various potential environmental impacts from the iron ore processing industry

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  • Macquarie sees commodities mini upcycle beginning

    2020 6 19 Macquarie has placed large active weights on iron ore the stocks named being BHP ASX BHP Fortescue Metals Group ASX FMG and Rio Tinto ASX RIO Its main gold picks are Evolution Mining ASX EVN and Saracen Mineral Holdings ASX SAR

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  • Iron ore may hit 200 cfr China in first half 11 says

    2010 12 7 The price of iron ore could bounce to around 200 per tonne cfr China in the first half of 2011 on expected supply disruption in Australia and Brazil and increased demand from the steel industry Jim Lennon of Macquarie Capital told delegates at the Iron Ore Trading World Europe conference in London

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  • Iron ore price decline means buying opportunities await

    2021 9 22 Macquarie is bullish on all local iron ore producers it covers with outperform ratings on BHP Rio Fortescue Mineral Resources Champion Iron Deterra Royalties and Mount Gibson Iron

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  • Macquarie Iron ore going sub 50

    2021 10 17 From Macquarie After falling over 40/t between February and the middle of June to 53/t spot 62 fe iron ore prices have seen a mild rebound over the last two weeks to

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  • ASX closes 0 2 lower Macquarie hits high iron ore

    2021 9 8 Iron ore futures dived 4 2 but halved that fall by the time the ASX closed Macquarie surged 4 7 on bullish earnings guidance CBA and NAB bounced impressively to close up 0 8 and 0 6

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  • Iron ore grade price differences may narrow as market

    2017 10 10 Iron ore grade price differences may narrow as market falls in 2018 Macquarie The spread in prices between different iron ore grades and segments in China currently at the widest this year may narrow as headline 62 Fe fines import prices fall toward a forecast 54/dry mt CFR China average in 2018 Australian investment bank Macquarie said

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  • Iran Sixth Largest Iron Ore Exporter to China

    2018 1 16 Iranian iron ore miners experienced a good year in 2017 Macquarie Research has forecasted 62 content iron ore to be priced at 50 55 and

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  • Macquarie joins Iron Road journey

    2020 9 24 Macquarie joins Iron Road journey IRON ore hopeful Iron Road was almost out of cash at the end of the June quarter but it has just found some capital markets firepower for its development plans The proposed port Finance > Project finance 24 September 2020

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  • Iron Ore Soaring And Roaring

    2020 9 14 Macquarie follows suit taking into account positive leading indicators along with buoyant iron ore prices such as low port stocks and positive steel margins and is bullish on iron ore exposure How iron ore does in the future mostly rests on the Chinese demand for steel asserts Citi

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  • Why Goldman and Macquarie Don t Think Iron Ore Rally

    2020 12 4 Macquarie is also suggesting a weaker iron ore price period ahead While the bank raised its forecasts to 50 per ton for 2017 it s bearish on a medium to long term outlook for iron ore prices

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  • Guy on Rocks Precious metals sold off iron ore soldiers

    2021 6 22 Figure 4 Iron ore lump premiums Source Macquarie Global Iron Ore Miners 15 June 2021 Iron ore lump premiums have blown out to US 56 cents/dmtu figure 4 as Chinese port stocks are now reducing figure 5 Needless to say the Australian iron ore producers FMG BHP and RIO are suffering an embarrassment of riches while our junior iron

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  • These are the commodities Macquarie sees enjoying price

    2016 10 4 Macquarie thinks the prospects for natural gas zinc and gold are the most attractive This is particularly true for iron ore On the downside the authors express concern that the longer

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  • Iron ore reduction using sawdust Experimental analysis

    Several mixtures with different ratios of biomass and iron ore were subjected to thermal gaseous and X ray Diffraction analysis The iron ore was successfully reduced to predominantly metallic iron phase when up to 30 by weight of biomass was introduced into the mixture

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  • Iron ore reduction by biomass volatiles

    Iron ore reduction was observed at low temperatures < 800 C and increased up to 1000 C where wustite metallic iron and cementite were detected by XRD Carbon deposition at low temperatures and carbothermic reduction at high temperatures were identified through

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  • Mount Gibson Iron Limited MGX

    2019 12 2 Macquarie WA Forum Iron ore pricing remains well supported 5 Chinese steel production is still strong reaching 748Mt for the nine months ended 30 September 2019 up 8 on the same period in 2018 1 Iron ore supply resumption from Brazil is more limited than many expected and new growth projects are largely replacing depleted

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  • Macquarie Australia Conference

    2018 11 5 Poondanoiron ore project Macquarie Conference May 2011 13 Ore body defined –additional resource drilling being undertaken Target capacity 1 5 –2 mtpa Production complements MRL s north west iron ore capacity Logistically attractive 30 kilometres from Port Hedland Projected site commencement for operation June 2011

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  • 2020 Top five iron ore producing companies of the world

    2020 Top five iron ore producing companies of the world from Rio Tinto to the from FINANCE 867 at Macquarie University

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  • Sundance Resources Limited

    Macquarie Iron Ore Update August 2014 Iron ore market update published in August which provides comment on the Central West African Iron Ore Region and a Q A with SDL CEO Mr Giulio Casello 10 Feb 2014 SP Angel Iron Ore ReviewWest

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  • Material Matters Coal Iron Ore Miners

    2021 10 22 Iron ore miner supply discipline underpinning the iron ore price Are Rio Tinto and Fortescue Metals oversold By Eva Brocklehurst Coal Miners Recently thermal coal mining equities have rallied on what Macquarie believes is an increase in demand outside of China Moreover exports to China from Mongolia have reduced because of pandemic

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  • Material Matters Coal Base Metals Iron Ore ShareCafe

    2021 6 22 Iron ore is approaching an inflection point UBS asserts noting Brazilian supply is lifting and iron ore inventory at China s ports is now higher compared with both 2019 and 2020 Ord Minnett notes iron ore prices have averaged US 207/t since the beginning of May and while taking account of upgraded demand from China lifts forecasts by 11

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  • Macquarie joins Iron Road on EP Cape Hardy port project

    2020 10 9 Photo Iron Road MACQUARIE Capital has signed a joint development agreement with Iron Road and Eyre Peninsula Co operative Bulk Handling Limited EPCBH in South Australia in relation to the Cape Hardy Stage 1 port project Valued at 250 million the project has been planned as a a multi commodity and multi user deepwater port

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  • Macquarie Australia Conference

    2020 5 5 Iron ore prices resilient Sustained demand and supply disruptions support the iron ore market 10 Strong demand for Fortescue s products Realisation of 84 of the Platts 62 Index year to date FY20 Draw down of iron ore stocks at Chinese ports 20 40 60 80 100 120 140 Jan 16 Jul 16 Jan 17 Jul 17 Jan 18 Jul 18 Jan 19 Jul 19 Jan 20

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  • 2020 Top five iron ore producing companies of the world

    2020 Top five iron ore producing companies of the world from Rio Tinto to the from FINANCE 867 at Macquarie University

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  • Analyst Coverage

    Macquarie Group Limited Hayden Bairstow 61 8 9224 0838 Champion Iron may post on its website the complete list regardless of recommendations of names of investment firms and analysts who to its knowledge provide research coverage about Champion Iron If provided said list will not include links to analysts or any other third party or

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  • Macquarie WA Emerging Leaders Conference

    2019 6 24 Iron Ore Fines PriceSpot FOB 63 5 US /t Dampier Iron Ore Fines PriceBenchmark FOB 63 5 US /t Iron Ore Fines PriceSpot CFR 63 5 US /t China Spot price volume plunge Event Rapid deterioration in the spot price for iron ore Spot volumes evaporated customers sought to defer and cancel shipments

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  • Macquarie Bank downgrades iron ore price

    2015 1 19 Tyre Stewardship improves with latest members Macquarie Group has joined the list of major banks that are cutting their iron ore price forecasts Last week the bank said it expects iron ore

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  • Iron ore rally consolidates holding record gains

    2016 3 8 The iron ore market has largely held on the record breaking gains it made on Monday UBS and Macquarie all have their forecast price for iron ore pegged below the current spot price

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  • Commodities compendium in the eye of the beholder

    2021 10 21 Macquarie Wealth Management Investment Strategy Team 1 c Investment Strategy Update #36 Commodities compendium in the eye of the beholder Macquarie s Commodities team Team recently released their 2021 outlook upgrading forecasts for base metals iron ore and crude oil while downgrading price forecasts for precious metals

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  • Sundance Resources Limited

    Macquarie Iron Ore Update August 2014 Iron ore market update published in August which provides comment on the Central West African Iron Ore Region and a Q A with SDL CEO Mr Giulio Casello 10 Feb 2014 SP Angel Iron Ore ReviewWest

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  • Macquarie recommends long nickel position

    2012 4 2 Macquarie recommends long nickel position Macquarie Bank has recommended taking a long nickel position saying the market has been oversold and that low prices may reduce Chinese nickel pig iron production in favour of imports Three month nickel traded at four month lows last week but managed to break back up through 18 000 per tonne on

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  • Iron ore market sentiment in China is mixed as new pricing

    2010 4 3 Macquarie notes there are problems with China s official iron ore production numbers but we agree with the trend Our current forecasts have China s iron ore requirement increasing by just over 100 Mt YoY in 2010 on a 63 5 Fe basis of which 72 Mt will come from domestic mines

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  • Macquarie warns of iron ore bust

    2021 10 24 Macquarie warns of iron ore bust By Houses and Holes in Commodities Iron ore price at 12 06 am on February 22 2017 4 comments Iron ore

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