Podcasts about Iron ore

In the US, Wall Street advanced overnight, with all 3 of the key indexes in the green. The Dow Jones ended the day 0.25% higher, the S&P500 gained 0.21%, while the tech heavy nasdaq was the biggest winner, advancing 0.45% - mainly driven by a solid start to the week from giants Nvidia and Microsoft.Europe also saw gains overnight – the stoxx600 closed 0.52% higher, the FTSE gained 0.14%, the French CAC saw a 0.78% increase, while the German Dax took the biggest step, ending the day up 0.89%.Locally yesterday, the September sell-down continued as the ASX200 fell another 0.24% to open the new trading week. With 8 of the 11 key sectors in the red, information technology was one of the few areas gaining any traction, driven by a 6% rally for Life360 (ASX:360), and a 1.9% jump for Wisetech Global (ASX:WTC).What to watch today:Looking ahead to today, despite the rally overseas the ASX is set to fall further, with SPI futures indicating a 0.35% decline at the open.In commodities, Gold remains the biggest story as it hit a fresh all time high on Monday crossing the $3600 US dollars per ounce threshold for the first time. It is currently trading up 1.15%, at 3634 us dollars and 10 cents per ounce. Demand for gold continues to grow primarily from the economic data coming out of the US – as data showed that unemployment has reached its highest level since 2021, while fewer jobs than expected were added in August.Crude oil is also trading higher, up 0.9% to 62 us dollars and 43 cents per barrel, while iron ore is trading 0.42% higher at 104 us dollars and 93 cents per tonne.Trading Ideas:Bell Potter has placed a speculative buy rating on biotechnology company PYC Therapeutics (ASX:PYC), with a target price of $2.30 per share. At the current share price of $1.25 per share, this implies a 12 month return of nearly 85%.Bell Potter has maintained their hold rating on Solvar Limited (ASX:SVR), with the 12 month price target of $1.70 implying just a 3% growth on the current share price of $1.65 per share.

In the US, Wall Street was closed on Monday due to the Labour Day public holiday.In Europe, markets closed generally higher, spurred by a boost in the defence sector. The Stoxx 600 closed up 0.17%, the FTSE gained 0.1%, the French CAC advanced 0.05% and the German DAX was the biggest gainer at 0.57%.Locally yesterday, the ASX200 closed 0.51% lower with the majority of the key sectors in the red. Information Technology saw the biggest drop, closing down 2.65%, while on the other end consumer staples saw the biggest gain, closing up 0.35%. What to watch today:Ahead of today's trading session, the SPI futures are suggesting the ASX will open the day down 0.09%.In commodities, Crude oil is up 0.97% to 64.63 US dollars per barrel. Gold is up 0.78% to 3476.08 US dollars per ounce, around $23 shy of its all time high.While iron ore is trading lower, down 1.8% to 101.65 US dollars per tonne.Australia's current account and export figures for Q2 are out at 11:30am AESTWe'll see earnings reporting from Bellevue Gold (ASX:BGL), while Northern Star Resources (ASX:NST) and Santos (ASX:STO) are set to go ex-dividend, which can often cause a drop in the share price of the dividend amount. Trading Ideas:Bell Potter has maintained its buy rating on Iron Ore miner Fenix Resources (ASX:FEX) and increased the 12 month target price to $0.65, off the back of its new binding agreement with Sinosteel Midwest Corporation granting it the exclusive right to mine and export 290 megatonnes of iron ore over 30 years at SMC's Weld Range Iron Ore project.Trading Central have identified a bearish signal in Breville Group (ASX:BRG), indicating that the stock price may fall from the close of $32.88 to the range of $28.10 - 29.00 over a period of 28 days according to the standard principles of technical analysis. 

Can BHP continue its dominance as its focus shifts from iron ore to copper?Yesterday, Australia's second largest company announced a 26pc drop in underlying profit, with iron ore prices under pressure from slowing demand in China. It’s BHP’s weakest performance in five years.But the company is still optimistic - particularly about its growing number of copper assets, and also its shift into the fertiliser potash. Vandita Pant, Chief Financial Officer of BHP, spoke with Juliette Saly at Ausbiz.Ausbiz is Australia's leading provider of live and on-demand video of the latest news in Australian business, markets, economy and startups. Sign up for free at ausbiz.com.auFind out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The gold price is soaring, lithium may be staging a comeback, iron ore has somewhat disappointed. The materials sector offers a range of large and small cap opportunities for astute investors, but the outlook for each sector is diverging. To help make sense of the landscape, MineLife's Gavin Wendt joins the podcast to discuss: Why the rise of the Chinese gold investor could mean even better times ahead How supply overhangs are affecting lithium and uranium The genuine players in the decarbonisation boom, and Why the gold miners continue to lag the gold price, and what needs to change. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth. If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.

Stephen Grootes speaks to Mpumi Zikalala, CEO of Kumba Iron Ore, about the company’s flat half-year profit despite a 3% rise in sales. She explains the impact of weaker iron ore prices, higher costs, and logistics challenges, and outlines Kumba’s strategy to maintain value in a tough market. In other interviews, Warren Ingram, Co-Founder of Galileo Capital, about how Trump’s new trade deals, rising US debt and shifting economic policies could impact your investment portfolio. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Mpumi Zikalala, CEO of Kumba Iron Ore, about the company’s flat half-year profit despite a 3% rise in sales. She explains the impact of weaker iron ore prices, higher costs, and logistics challenges, and outlines Kumba’s strategy to maintain value in a tough market. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

SBS Finance Editor Ricardo Gonçalves speaks with Kyle Rodda from Capital.com about the day's market action including the renewed interest in iron ore as PM Anthony Albanese pitches Australian steel with China.

SBS Finance Editor Ricardo Gonçalves speaks with Kyle Rodda from Capital.com about the day's market action including the renewed interest in iron ore as PM Anthony Albanese pitches Australian steel with China.

The ASX 200 ended down 10 points at 8570 as the move out of banks to resources continued. Banks eased slightly with the Big Bank Basket down to $282.02 (-0.4%). ANZ the worst of the four with MQG up 0.2% and AMP rising 1.4%. BNPL XYZ and ZIP fell 2.8% on JP Morgan moves on charges, REITs firmed ever so slightly, GMG up 0.3% and industrials eased, CPU down 3.0% with QAN off 0.9%, SGH down 0.8% and ORG falling 0.9%. Retailer flat and tech slipping, XRO continuing to fall, WTC down 1.3%. Resources saw buyers again, BHP up 0.9% as iron ore closed on US$100 in Singapore. Lithium stocks rallied from a lacklustre open as shorts covered again. PLS up 6.5% and LTR rising 3.1%. MIN up 1.5% with feet in both camps. Gold miners too back in demand, NST rallied 1.7% with NEM up 1.7% and EVN rising 1.9%. Oil and gas firmed, and uranium powered ahead as shorts covered. BOE up 2.0% and PDN up 2.9%. In corporate news, ASK on the end of a 165c bid. CCX fell 1.2% on a trading update, issues in US hurting. DRO jumped 17.0% on increased R&D spending, HSN rallied 10.9% on business update. Nothing on the economic front locally but Chinese exports showed promise.Asian markets firm but not spectacular. HK up 0.4%.10-year yields up to 4.36%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Strategy| Placing KIMA under watchDSCW| Decline in Turkey's apparel exports highlights shift to Egypt, reinforcing our bullish outlook on DSCWDGTZ| A Nilex-born telecom contractor, riding on a concentrated c.EGP500 mn contractWeekly Commodities Update |   | Last Price | WoW Change, % | Brent, USD/bbl | 68.3 | 0.8% | Diesel-HSFO Spread, USD/ton | 336.6 | 34.3% | Egypt Urea, USD/ton | 455.0 | 0.0% | Polyethylene, USD/ton | 930.0 | 1.1% | Polypropylene, USD/ton | 970.0 | 0.5% | Iron Ore 65%, USD/ton | 116.3 | 2.3% | Steel/Iron Ore Spreads, USD/ton | 360.5 | -2.0% | LME Aluminum Cash Price, USD/ton | 2,586.6 | -0.3% | LME Copper Cash Price, USD/ton | 9,959.9 | -1.6% | Egyptian Retail Cement, EGP/ton | 3,830.0 | -3.2% | Steam Coal FOB Newcastle Australia, USD/ton | 110.0 | 3.2% | Orange Concentrates USD/Lbs | 2.1 | -5.9% | SMP, USD/MT | 2,718.0 | -2.1%

In this week's podcast, Fil and Pedro explore the iron ore price plunge, its economic impact, and how it's shaping major exporters like RIO, BHP, and FMG. They also share technical analysis and critical price levels, offering insights for investors navigating the changing commodities landscape.

In this week's podcast, Fil and Pedro explore the iron ore price plunge, its economic impact, and how it's shaping major exporters like RIO, BHP, and FMG. They also share technical analysis and critical price levels, offering insights for investors navigating the changing commodities landscape.

Strategy| PHAR may be poised for a catch-up rallyPOUL| Poultry prices hit YTD low; market dynamics set to drive price recoveryWeekly Commodities Update |   | Last Price | WoW Change, % | Brent, USD/bbl | 67.8 | -12.0% | Diesel-HSFO Spread, USD/ton | 250.6 | -24.1% | Egypt Urea, USD/ton | 401.0 | 0.0% | Polyethylene, USD/ton | 920.0 | 0.0% | Polypropylene, USD/ton | 965.0 | 0.5% | Iron Ore 65%, USD/ton | 111.4 | -1.1% | Steel/Iron Ore Spreads, USD/ton | 372.9 | 0.0% | LME Aluminum Cash Price, USD/ton | 2,595.2 | 1.3% | LME Copper Cash Price, USD/ton | 10,118.7 | 2.1% | Egyptian Retail Cement, EGP/ton | 3,958.0 | -0.2% | Steam Coal FOB Newcastle Australia, USD/ton | 106.5 | -0.1% | Orange Concentrates USD/Lbs | 2.2 | -4.1% | SMP, USD/MT | 2,775.0 | 0.0%

This latest episode of Freight Up tracks the markets with a strong focus on capesize bulk carriers and the shifting opportunities in iron ore spreads.I'm Jess, and alongside Davide, I'll be steering you through what's been a dynamic couple of weeks across freight and commodity markets. This week, we dig into why the capesize segment has outperformed, the forces shaping paper and physical market moves, and how macroeconomic shifts in China and the West are starting to make their mark. We also welcome Ben Klang for a guided walk through the supply side changes impacting vessel values and orders, and bring in Hao Pei from Shanghai for a deep dive on iron ore and coking coal. To tie it all together, Archie Smith closes with an update on what's shaping fuel oil and crude benchmarks, and why it's been a sideways stretch for paper spreads.If you listen in, you'll get a clear overview of how China's latest manufacturing PMI numbers and consumer price dips are casting a shadow, putting a tighter squeeze on iron ore and freight rates. We cover the upturn in capes, with spot indices making their highest push yet this year, gains on FFAs, and a turnaround in Panamaxes driven by robust South American grain flows. Ben helps make sense of the slowdown in secondhand vessel sales, explaining why average vessel ages are climbing and why scrapping is nearly at a standstill, even as demand feels subdued. We break down the logic: owners are holding onto older tonnage, newbuild orders have fallen to historic lows, and low earnings are nudging many to wait for clearer regulatory and market signals before acting. This creates a backdrop of supply that's hard to clear, explaining the persistent pressure on rates.From the commodities desk, Hao Pei explains what's behind the compression in the MB65-P62 iron ore spread, pointing to an unusually loose supply of premium ore, increased concentrate shipments, and why investors see more upside than risk at these levels. The episode also unpacks a sharp rebound in coking coal, as policy rumours and production cuts meet sustained low demand—a situation that looks precarious but sets the stage for future price action. Finally, Archie brings the fuel oil discussion up to date: crude oil's recent climb is reviewed alongside OPEC's output strategies and why Singapore's high-sulphur fuel oil spreads have cooled. There's especial attention on arbitrage opportunities and the persistent strength of European very low sulfur fuels compared to their Asian counterparts.By the time you've finished listening, you'll be able to identify the major factors currently moving the key freight indices for capes and panamaxes, understand how vessel age and supply trends are affecting rates, and spot where different market players are seeing opportunity or sitting back. You'll come away with a clearer sense of the iron ore and coal market mechanics, and you'll have better insight into the drivers behind recent fuel oil and crude benchmark performances. Whether you're looking to inform a trade, better time a market entry, or just get a precise read on what's shaping dry bulk and commodity shipping, this episode will give you the ground-level detail and wider context you need.

In today's Pre-Session Views: Strategy| Jirian impact on PHDC is contingent on deal metricsETEL| Vodafone Egypt - MNOs cashflows giant remains a key value driver for ETELCSAG management call| AD ports agreement and recovery in Suez Canal traffic shall pave the way for a better performanceWeekly Commodities Update |   | Last Price | WoW Change, % | Brent, USD/bbl | 63.9 | -1.4% | Diesel-HSFO Spread, USD/ton | 189.2 | -6.1% | Egypt Urea, USD/ton | 401.0 | 0.0% | Polyethylene, USD/ton | 920.0 | 0.0% | Polypropylene, USD/ton | 965.0 | 0.0% | Iron Ore 65%, USD/ton | 115.4 | -0.6% | Steel/Iron Ore Spreads, USD/ton | 374.4 | -1.0% | LME Aluminum Cash Price, USD/ton | 2,438.3 | -0.8% | LME Copper Cash Price, USD/ton | 9,548.1 | -1.0% | Egyptian Retail Cement, EGP/ton | 3,784.0 | 1.1% | Steam Coal FOB Newcastle Australia, USD/ton | 100.8 | 0.4% | SMP, USD/MT | 2,817.0 | 0.0%

Voice Of GO(r)D is proud to present Mr Mike Williams, one of Australia's most infamous truckers and political commentators, and host of the On The Road Aussie Trucking Podcast. Mike has spent a lifetime “On The Road” Down Under, and has also been podcasting about it for a number of years now. You may have seen Mike expounding online in his ‘Minute with Mick' video segments, or having his advocacy read aloud in the Australian Senate. Maybe you passed him on your way to Port Hedland as he was towing four of the bastards loaded with Iron Ore.I appeared on Mike's show not long after I began writing about the Freedom Convoy, and have been long overdue to return the favor. Mike didn't disappoint, and fills us in on the history of Surveillance Tech in Oz, The Razorback Mountain Truckies Blockade, life in Oz under their insane Covid Regime, how their graduated licensing system works, (or not), various issues unique to Ozzy truckers, and in particular with driver shortage narratives and driver ‘replacement' by drooling morons that appears to be the same no matter where you go.Is there no escape?You can find Mike all over the Internet.On Twitter - https://x.com/theoztruckerFacebook - https://www.facebook.com/otrpodcastausSpotify - https://open.spotify.com/show/7gqE7DetB7p7MYu3uhvpHu?si=a1c7cb8d281047b3Here is Australian Senator Glenn Sterle reading Mike's comments into Parliament -https://www.facebook.com/SenatorGlennSterle/videos/503818531182425/This is the Audiobook recounting of the Razorback Mountain Truckies Blockade -https://open.spotify.com/episode/26OmJkgEEnmlkzwVm4ARtd?si=409837e518f847d2I'm writing a book on the fate of the trucker in 2025 - https://autonomoustruckers.substack.com/p/book-project-announcement-and-a-majorIf you've got a couple of bucks to spare to help me get the book out the door -https://www.givesendgo.com/EndOfTheRoadAs always, questions, comments, suggestions, corrections and Hate Mail are welcomed and strongly encouraged - gordilocks@protonmail.com

Iron ore has seen a sharp drop recently, and high sulphur fuel oil cracks have surged to levels not seen before—two standout moves that framed this episode of Freight Up. Hi I'm Jess, and alongside Davide and the team, we walk you through what's really driving these changes in dry bulk freight and associated commodity markets. You'll get to listen in at how macroeconomic shifts, from British and Chinese output data to volatile US producer prices, ripple through to capesize, panamax, and supramax freight rates. We pull apart the data to give you a snapshot of who's gaining, who's losing, and crucially, why those shifts matter for your business or your market view.Ben Klang takes us through the past two weeks on the freight desk, describing how minor volatility in the cape market was quickly tempered as fixtures came through and macro tensions eased. If you're watching iron ore, we cover the steep pullback, tied less to headlines and more to solid fundamentals: declining pig iron output in China, seasonal maintenance, and looming Indian monsoon slowdowns. Hao Pei shares why these are seasonal and not panic-worthy moves, even if some investors have visions of iron ore dropping into the low $70s. On oil and bunkers, Archie Smith delivers a concise summary: crude markets haven't escaped their range, with all eyes on the upcoming OPEC meeting, while high sulphur fuel oil cracks—historically always negative—have broken into positive territory, even hitting plus $4 in Singapore. Timestamped summary00:00 China's Industrial Growth Slows06:25 Capesize Market Challenges Persist07:03 Capesize Cargo Volumes Rising11:49 "Market Shifts Impact Iron Ore Demand"14:59 OPEC Meeting and Crude Price Outlook16:47 Record-High Crack Spread Highlights TrendsDownload the FIS Live app! - https://freightinvestorservices.com/This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

In today's Pre-Session Views: Strategy| Out of all commodity and F&B plays, EGAL and SUGR continue to stand outJUFO| potential non-core asset sale to support liquidity and profitabilityMBSC| Signals Commitment to Shareholders with Robust FY24 DividendEFIH| A direct beneficiary of Egypt's tourism boomRAYA| Keep an eye on EGX's diversified conglomerate – another beneficiary of interest rate cutsWeekly Commodities Update |   | Last Price | WoW Change, % | Brent, USD/bbl | 64.8 | -1.0% | Diesel-HSFO Spread, USD/ton | 201.5 | -3.4% | Egypt Urea, USD/ton | 401.0 | 2.8% | Polyethylene, USD/ton | 920.0 | 0.0% | Polypropylene, USD/ton | 965.0 | 0.5% | Iron Ore 65%, USD/ton | 115.8 | -1.0% | Steel/Iron Ore Spreads, USD/ton | 378.9 | 0.0% | LME Aluminum Cash Price, USD/ton | 2,456.9 | -1.2% | LME Copper Cash Price, USD/ton | 9,641.1 | 1.7% | Egyptian Retail Cement, EGP/ton | 3,743.0 | 3.5% | Steam Coal FOB Newcastle Australia, USD/ton | 100.4 | 1.4% | SMP, USD/MT | 2,817.0 | -0.4%

US markets were closed yesterday for Memorial Day. European stocks were up following first session since Trump's tariff extension. ASX to rise. SPI futures up 20 points (+0.24%). TLS Investor Day - ALS placement - Iron ore at two week lowWant to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Episode: 1378 The wreck of the S.S. Edmund Fitzgerald; "Only a lake!"  Today, just a lake!

Can Australia's huge success in iron ore continue, especially if China commits to green steel? Twiggy Forrest isn't so sure...See omnystudio.com/listener for privacy information.

Wall Street jumped as the US and China agreed to cut tariffs for 90 days. Chinese imports are cut from 145% to 30%. US imports are cut from 125% to 10%. S&P 500 up 3.26%, NASDAQ up 4.35%. Dow jumped at open at inched upward throughout the session. Closed up 1161 points, just 8 off high. Broad rally. All sectors up except Utilities. Flat. Cyclicals and Tech best performers. Amazon (+8.1%) and Tesla (+6.7%) boosted the former. Defensive sectors were the laggards as risk-on sentiment reigned. Still recorded gains. Healthcare was up despite Trump's executive action to lower drug prices. Seen as vague and difficult to enforce. Pfizer rose 3.6%, Eli Lilly up 2.9%, Moderna jumped 6.0%. Investment banks up as outlook for risk assets improved. Goldman Sachs, Morgan Stanley and Citigroup all recorded gains of over 4%. Apple up 6.3% on tariff news. Same day it announced it would use AI to help preserve iPhone battery life. Resources mixed. Some jumped on news – Aluminium, Iron Ore. Others down. Nickel down 1.4%, Lithium down 1.0%.ASX to rise. SPI futures up 97 points (+1.17%).Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Prospective talks between China and the US have a knock-on effect in the markets, as all eyes are on the US Federal ReserveSee omnystudio.com/listener for privacy information.

Send us a textWelcome to Podcast 216 of Safe Dividend Investing on the 12th of April of 2025. Be sure to visit the written transcript attached this podcast to find more information on each stock that was scored.  You may also want visit Podcast 210 where in that printed transcript, you will find Chapter 4 from my investment guidebooks. It explains, in easily understood language, how the IDM stock scoring system works. Using this information you can manually score any stock you encounter. The IDM stock scoring software that I provide to those who purchase my investment guide books  is derived from this chapter. The software just makes scoring stocks faster and easier.The first 190 Safe Dividend Investing podcasts answered hundreds of  questions about stocks that I had received from my podcast listeners and the readers of my other publications. Starting with Podcast 191 the the weekly podcasts have usually dealt with identifying the week's 10 dividend stocks whose recent exceptional share price growth on the New York and Toronto stock exchanges may have made them worth considering as possible portfolio acquisitions. It is also an opportunity for me to bring to the listeners attention information that I think may assist them in creating and managing their self-directed stock portfolio.At www.informus.ca for information you can learn more about my six investment guide books.IANimacd@informus.caIan Duncan MacDonaldAuthor, Artist, Commercial Risk Consultant,President of Informus Inc2 Vista Humber DriveToronto, OntarioCanada, M9P 3R7Ian Duncan MacDonaldAuthor, Artist, Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the Wall Street and business titans who supported the 2024 Trump campaign are starting to turn on him, one calling the current situation "a clown show".The show has gotten even more extreme overnight. The US has added another 50% to tariffs on its imports from China, taking the total to 104%.But first up today, the overnight GDT Pulse dairy auction saw SMP prices fall a bit more than expected, down -2.6% from last week's full auction. But the WMP price slipped much less than expected, down just -1.8% on the same basis. The falling currency over the past week means there is no net change in NZD. The floating exchange rate is doing its job as a stabiliser.In the US, nominal retail sales surged last week, up +7.2% from the same week a year ago as consumers rushed to stock up on goods ahead of the tariff-induced hikes. That was its fastest rise since late-2022. Some of that 'gain' will have been from early price hikes, of course.Going the other way, the NFIB Small Business Optimism Index fell sharply in March, by its most since June 2022 and to its lowest level since October 2024. This was a much larger fall than anyone saw coming. They anticipated a fall but not like this. The component 'uncertainty index' stayed at record high levels.Americans' appetite for consumer debt actually fell in February by -US$810 mln, the first drop since November. This followed a downwardly revised increase of +US$8.9 bln in January and came in well below the +US$15 bln rise expected. There were sharp and notable drops in demand for credit card debt, and car loan debt.The latest UST 3 year bond auction was well supported. But there was a notable -8.5% drop in total bids this time, the largest easing of support we have seen. It delivered a median yield of 3.70%, down from 3.85% at the prior equivalent event a month ago.In China, there is a notable fall in the price of iron ore, down -12.5% from the start of April. That has yet to show up in the cash USD price of Australian iron ore, but it will soon. For reference the price of copper is down -18% in the same eight days.In China, the 'home team' is stepping up to buy equities to prevent them crashing further. State funds were reported to be very active yesterday. Separately, China is letting its currency weaken as a counterweight to the American tariffs. The yuan (CNY) isn't moving much but trending from the target 7.2:USD, but this official set rate is moving in the same direction as the offshore yuan (CNH) and heading to 7.35:USD. It is now at a 17 year low to the USD. China said it will "fight to the end" opposing the new US tariffs.Australia's NAB business confidence index ticked lower in March 2025 from a revised negative level in February, and it is now at its lowest level since November 2024.Staying in Australia, the Westpac Melbourne Institute consumer sentiment survey is seeing fear rising after the Trump tariff actions. Sentiment is -10% lower among those surveyed after the earlier April US tariff announcements. Aussies are now less confident on prospect of interest rate cuts by the RBA.Internationally, the IAEA says that while there is enough uranium being mined to support nuclear energy demand for the next 25 years, more will be needed if the current high-growth plans for capacity expansion continue, and the world could run out by 2080.The UST 10yr yield is now at 4.25%, up +10 bps from this time yesterday. Risk premiums are still rising.The price of gold will start today at just under US$2980/oz, and up +US$14 from yesterday.Oil prices have dropped -US$1.50 from yesterday at just over US$60/bbl in the US and the international Brent price is now just under US$63.50/bbl.The Kiwi dollar is now at 55.5 USc, unchanged from yesterday at this time. Against the Aussie we are up +40 bps at 92.9 AUc and that's a ten month high. Against the euro we up +10 bps from yesterday at just on 50.8 euro cents. That all means our TWI-5 starts today now just on 65.6 and up +10 bps from yesterday.The bitcoin price starts today at US$77,213 and falling, and down another -2.1% from this time yesterday. Volatility over the past 24 hours has been moderate at +/- 2.6%.Join us at 2pm later today for the Official Cash Rate review, the first by newly appointed interim Governor Christian Hawkesby. A -25 bps cut to 3.50% is widely anticipated, but given the global turmoil, most of the focus will be on how they see those pressures playing out in New Zealand and how they will respond to them.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

Amy MacIver is joined by Donald MacKay, CEO of XA Global Trade Advisors, for a sharp and insightful look at the high-stakes decisions surrounding South Africa’s largest-ever review of steel tariffs. They discuss the potential fallout for thousands of importers, the risks of introducing import controls and preferential pricing, and whether mini-mills can fill the gap left by ArcelorMittal’s mill closures.See omnystudio.com/listener for privacy information.

This is Freight Up, the place where we unpack the labyrinth that is the freight and commodity markets. I'm Jess, one of your guides on this voyage, alongside my co-host Davide. In this episode, we'll be diving headfirst into the current resurgence of the freight market with Ben Klang, while parsing through the intricacies of iron ore's recent pullback with Hao Pei. To wrap things up, Archie sheds light on the tumultuous happenings in the fuel oil market. First up, the freight market. If you've been watching, you'll know the Capesize market is on an upswing after a spell of lukewarm rates. Ben Klang spills the details on what's driving the surge and whether it's here to stay. As we transition from freight to raw materials with Hao Pei, we dissect the iron ore market, which has seen a significant dip. Hao highlights the high production levels in Australia and Brazil that have weighed on prices and draws out the influence of macroeconomic factors, such as the ongoing trade tensions. We finish up with Archie's view on the fuel oil market as we explore how recent moves in crude prices and geopolitical factors, like OPEC's supply decisions and increasing tariffs, have stirred volatility. Timestamped summary00:00 Geopolitical Tensions and Economic Shifts04:27 Cape Size Market Boosts Dry FFAs 08:52 Capesize Trading Surpasses Panamax12:25 China's Economy: Potential Market Volatility15:26 Iron Ore Market Strategy Awaited16:30 Iron Ore Market Strategy22:35 Fuel Oil Market Dynamics23:47 Subscribe for Freight UpdatesThis podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Learn about the “Women. Life. Freedom” protests against the Iranian regime and discovering solidarity in remote places.  _____________________________ Subscribe to The Maverick Show's Monday Minute Newsletter where I email you 3 short items of value to start each week that you can consume in 60 seconds (all personal recommendations like the latest travel gear I'm using, my favorite destinations, discounts for special events, etc.). Follow The Maverick Show on Instagram ____________________________________ In Part 3 of this interview, Youshita talks about traveling back to Iran after leaving as a refugee. She explains why she creates her travel content in Farsi and reflects on her last trip back to Iran (including why she can no longer return). Youshita then explains the context for the “Women. Life. Freedom” movement against the Iranian regime, and describes her participation in the protest at the 2022 World Cup in Qatar. She talks about the extent of the global media coverage that she received, and the impact of the protest. Youshita then shares stories about finding Palestine solidarity in Greenland, celebrating her birthday on the Iron Ore train in Mauritania, and gives tips on how to integrate more travel into your life if you have a full time job that is not remote. Finally, she shares her perspective on counting countries and reflects on how travel has impacted her as a person and how her view of travel has evolved over the years. FULL SHOW NOTES WITH DIRECT LINKS TO EVERYTHING DISCUSSED ARE AVAILABLE HERE.  ____________________________________ See my Top 10 Apps For Digital Nomads See my Top 10 Books For Digital Nomads See my 7 Keys For Building A Remote Business (Even in a space that's not traditionally virtual) Watch my Video Training on Stylish Minimalist Packing so you can join #TeamCarryOn  See the Travel Gear I Use and Recommend See How I Produce The Maverick Show Podcast (The equipment, services & vendors I use) ____________________________________ ENJOYING THE SHOW? Please Leave a Rating and Review. It really helps the show and I read each one personally.  You Can Buy Me a Coffee. Espressos help me produce significantly better podcast episodes! :)

Stephen Grootes speaks to Kumba CEO, Mpumi Zikalala about Kumba Iron Ore's full-year earnings, which saw revenue fall 21% and adjusted ebitda decline 38% due to lower iron ore prices, weaker sales, and a stronger rand. In other interviews, Warren Ingram, a financial advisor and Co-Founder of Galileo Capital, on whether owning a home is a smart investment or a long-term liability, particularly for those nearing retirement. See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Kumba CEO, Mpumi Zikalala, about Kumba Iron Ore's full-year earnings, which saw revenue fall 21% and adjusted EBITDA decline 38% due to lower iron ore prices, weaker sales, and a stronger rand.See omnystudio.com/listener for privacy information.

Interview with David Cataford, CEO of Champion Iron Ltd.Our previous interview: https://www.cruxinvestor.com/posts/champion-iron-tsxcia-targets-even-much-higher-grade-iron-ore-in-a-decarbonizing-steel-industry-5913Recording date: 11th February 2025Champion Iron, operating from Quebec, Canada, is advancing its position as a leading producer of premium iron ore with its flagship Bloom Lake Mine currently producing 15 million tons annually. The company is undertaking a significant strategic initiative, investing C$470 million in a new flotation plant to upgrade half of its production to 69% purity iron ore by late 2025, targeting the growing direct reduction (DR) steel market.The company has navigated recent challenges, particularly in rail transportation, which led to a stockpile of 2.7 million tons at the mine in late 2024. However, these logistical issues are being resolved with new locomotives and trained personnel, setting the stage for increased sales volumes in 2025. The ability to clear this inventory is expected to drive margin expansion without raising costs.Since 2018, Champion has invested C$1.7 billion in expanding mining operations, upgrading products, and improving transportation infrastructure. Significantly, 2026 will mark the first year without major growth capital expenditure, allowing the company to demonstrate its full earnings potential and focus on shareholder returns.Market diversification is a key strategic priority. Currently, over 50% of production goes to China, but the company is actively expanding its customer base in Europe, the Middle East, and North Africa. The new 69% purity product will facilitate this diversification while offering improved margins and reduced shipping costs to these markets.Beyond Bloom Lake, Champion is developing the Kami project in partnership with Nippon Steel (the world's fourth-largest steelmaker) and Sojitz. This partnership includes a commitment from the partners to fund the first $500 million of investment, minimizing Champion's near-term capital requirements. Over the next two years, the company will advance feasibility studies and permitting activities for Kami.The company's growth strategy aligns with the global steel industry's decarbonization trends. DR plants paired with electric arc furnaces produce significantly lower carbon emissions than traditional blast furnaces, driving increasing demand for high-purity iron ore. As steel producers worldwide face pressure to reduce carbon emissions, Champion's high-grade products position it to benefit from this structural shift in the market.With its conservative balance sheet, Champion Iron appears well-positioned to capitalize on these opportunities while maintaining financial flexibility. The combination of resolving logistical challenges, completing major capital investments, and increasing production of premium products sets the stage for potentially significant cash flow generation from 2026 onward.View Champion Iron's company profile: https://www.cruxinvestor.com/companies/champion-iron-limitedSign up for Crux Investor: https://cruxinvestor.com

Listen to today's SBS Sinhala Newsflash - ඕස්ට්‍රේලියාවේ පුවත් සිංහලෙන් දැනගන්න, SBS සිංහල Newsflash සඳහා සවන්දෙන්න

Mineral Resources Ltd is an Australia-based diversified resources company. The Company operates through six segments: Mining Services, Iron Ore, Lithium, Energy, Other Commodities, and Central. Mining Services division provides full pit-to-port solutions. The Company's subsidiary, Crushing Mining Services (CSI), provides crushing, screening and processing solutions for the mining companies. The Company operated three iron ore hubs across Western Australia in the Yilgarn, Pilbara and Ashburton regions with the Yilgarn operations ceasing soon having become uneconomic. The focus is on its Onslow hub intended to produce 35mtpa or iron ore when full production is reached in 2025. The Company owns three hard rock lithium mines in Western Australia, which are Mt Marion and Bald Hill in the Goldfields region, and Wodgina in the Pilbara region. The Mt Marion lithium is located approximately 40 kilometers (km) south-west of Kalgoorlie, Western Australia. The Wodgina lithium is located 120km south of Port Hedland in the Pilbara region of Western Australia. Energy segment includes two wells in the Perth Basin but part of that operation has recently been sold to help finance Onslow Iron.Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Matt Mewburn, one of Australia's last blacksmiths, takes you inside the "iron cathedral", where blacksmithing is still very much alive.Matt didn't grow up dreaming of forging knives and sculptures over heat as hot as volcanic lava.He thought he might take over the family farm or become a scientist.But when Matt was 20 years old, his father unexpectedly died, and Matt went looking for a hobby to keep himself distracted through the grief.A spontaneous trip to the local TAFE in Sydney introduced him to the magic of metallurgy and a burning passion was forged for the creativity and simple perfection of smithing.Matt developed his skills in his apprenticeship and then overseas during his so-called Journeyman years, spending time in a seminary in the hills of Tuscany, and in Scotland and Norway. For the last decade, Matt has been the custodian of Australia's largest and most historic rail works in Sydney.This episode of Conversations discusses apprenticeships, trade school, art, death of a parent, grief, origin stories, family dynamics, life story, loss, reflection, death, how to grieve, farming, regional Australia, Eveleigh, Carriage Works, Sydney, Australian history, vocational training, iron ore, steel.

In tonight's Australian Stock Market Show, Dale, Janine and Fil dive into the potential recovery for iron ore giants.

Hear Ric's stories from Afghanistan, Burundi, Chad, Eretria, Mauritania, Papua New Guinea, Abkhazia and Transnistria.  ____________________________________ Subscribe to The Maverick Show's Monday Minute Newsletter where I email you 3 short items of value to start each week that you can consume in 60 seconds (all personal recommendations like the latest travel gear I'm using, my favorite destinations, discounts for special events, etc.). Follow The Maverick Show on Instagram ____________________________________ In Part 2 of this interview, Ric Gazarian talks about his decision to pursue the goal of traveling to all 193 U.N. recognized countries. He shares stories of watching the sport of Buzkashi in Afghanistan, getting a private performance by the Royal Drummers of Burundi, and attending the Gerewol Festival in Chad. Ric talks about two very different train experiences in Eretria and Mauritania, describes his overnight tour of the Chernobyl Exclusion Zone, and explains why one of his most unique trips was to Papua New Guinea. He then discusses the contested definition of what constitutes a country, explains what a micronation is, and shares his experiences visiting Transnistria, Abkhazia, and the Principality of Sealand. Ric then talks about his “Counting Countries” podcast and his biennial conference “The Extraordinary Travel Festival”. Finally, he talks about how he designs culturally immersive travel experiences, how his perception of travel has changed over the years, how all of this travel has impacted him, and what travel means to him today. FULL SHOW NOTES WITH DIRECT LINKS TO EVERYTHING DISCUSSED ARE AVAILABLE HERE.  ____________________________________ See my Top 10 Apps For Digital Nomads See my Top 10 Books For Digital Nomads See my 7 Keys For Building A Remote Business (Even in a space that's not traditionally virtual) Watch my Video Training on Stylish Minimalist Packing so you can join #TeamCarryOn  See the Travel Gear I Use and Recommend See How I Produce The Maverick Show Podcast (The equipment, services & vendors I use) ____________________________________ ENJOYING THE SHOW? Please Leave a Rating and Review. It really helps the show and I read each one personally.  You Can Buy Me a Coffee. Espressos help me produce significantly better podcast episodes! :)

#122 - From riding a rickshaw across Pakistan to navigating the treacherous routes of the Sahara on an iron ore train, Will Meara's adventures are nothing short of epic. This episode features the adrenaline-pumping stories of Will, an event organizer and adventure travel expert from Dublin, Ireland, whose passion for exploring unconventional destinations has led him to some of the world's most overlooked and misunderstood places. Hear firsthand accounts of his unique travels and how he balances his professional life as the chief commercial officer of an entertainment enterprise with his insatiable wanderlust.In a deeply moving segment, we explore Will's transformative journey from a childhood marked by fears and anxieties, driven by his late mother's memory, to an adulthood filled with bold exploration. Discover how he overcame the constraints of a cautious upbringing, inspired by his mother's strength and resilience, to travel extensively across over 110 countries. His experiences in socially and politically charged environments, such as refugee camps and war zones, provide profound insights into the realities that exist beyond mainstream media portrayals.We also uncover the fascinating and often misrepresented cultures of the Middle East, sharing Will's personal anecdotes of the surprising hospitality and rich traditions in countries like Pakistan, Iran, and Afghanistan. From practicing the art of taruf in Iran to experiencing the genuine warmth of locals in Pakistan and the contrasts in cultural norms, this episode is a treasure trove of cultural insights. Join us as we explore the essence of traveling off the beaten path and the resilience built through stepping out of one's comfort zone, shedding light on the universal kindness that transcends borders and stereotypes.Be sure and follow Will on Instagram @willmeara.loco and check out his group tours on his website www.readyforroad.com.  You can find me on Instagram @journeywithjakepodcast or check out my Youtube channel @journeywithjakepodcast. Visit geneticinsights.co and use the code "DISCOVER25" to enjoy a sweet 25% off your first purchase. Visit LandPirate.com to get your gear that has you, the adventurer, in mind. Use the code "Journey with Jake" to get an additional 15% off at check out.

Interview with David Cataford, CEO of Champion Iron Ltd.Our previous interview: https://www.cruxinvestor.com/posts/champion-iron-tsxcia-high-grade-iron-ore-crucial-for-green-steel-transition-4048Recording date: 6th September 2024Champion Iron Limited (TSX:CIA) is positioning itself as a key player in the high-grade iron ore market, strategically aligning with the global steel industry's shift towards decarbonization. Operating the Bloom Lake mine in Quebec, Canada, the company currently produces approximately 15 million tons of high-grade iron ore annually, with significant growth potential on the horizon.CEO David Cataford emphasizes the company's unique position: "We produce one of the highest grade iron ores in the world, roughly about 15 million tons per year, and have significant growth projects in the pipeline." This focus on premium products is particularly relevant as the steel industry increasingly adopts electric arc furnaces (EAFs) to reduce carbon emissions.Champion Iron's growth strategy is threefold:Short-term: Resolving logistics constraints to increase quarterly sales by 300,000 to 400,000 tons.Medium-term: Debottlenecking Bloom Lake to potentially increase production to 17-18 million tons annually.Long-term: Developing the Kami project, which could add 9 million tons of direct reduction (DR) grade iron ore production annually.A key initiative is the ongoing project to increase ore grade from 66% to 69%, set for completion in late 2025. Catford explains, "It doesn't seem like a big increase, but it's the game changer between selling to blast furnaces and selling to electric arc furnaces." This positions Champion Iron to capitalize on the growing demand for high-grade iron ore in EAF steelmaking.The company benefits from a strong financial position, with a net cash balance providing flexibility for growth initiatives. Management alignment is notable, with over 10% ownership by executives and directors. Other significant shareholders include the Government of Quebec (8%) and a Chicago-based fund (8%), providing a mix of strategic and institutional support.Champion Iron's focus on high-grade iron ore aligns well with ESG considerations, supporting lower-carbon steel production. The recent inclusion of high-purity iron ore on Canada's critical minerals list underscores its strategic importance and may provide access to government support and funding.Market dynamics appear favorable, with Catford noting, "Today it [high-grade iron ore] represents about 5% of the market, but as these electric furnaces get delivered, we do believe there's going to be a pretty big pull in terms of this material." The scarcity of new high-grade iron ore projects could create a supply-demand imbalance benefiting producers like Champion Iron.However, investors should be aware of potential risks, including market volatility, project execution risks, and the cyclical nature of the commodities sector. The company's ability to successfully complete its grade improvement project and develop the Kami project will be crucial in realizing its growth potential.In conclusion, Champion Iron presents an intriguing opportunity for investors seeking exposure to the high-grade iron ore market. The company's strategic focus on premium products, clear growth pipeline, and strong financial position make it well-suited to benefit from the ongoing transformation in the global steel industry. As always, investors should conduct thorough due diligence and consider their risk tolerance when evaluating this opportunity.View Champion Iron's company profile: https://www.cruxinvestor.com/companies/champion-iron-limitedSign up for Crux Investor: https://cruxinvestor.com

HOUSING COLLAPSES, IRON ORE PLUMMETS, MANUFACTURING SHRINKS, CONSUMERISM NOWHERE:   1/4: Wild Ride: A short history of the opening and closing of the Chinese economy by  Anne Stevenson-Yang  (Author) https://www.amazon.com/Wild-Ride-history-opening-closing/dp/173942431X https://www.sharecafe.com.au/2024/08/19/iron-ore-prices-plummet-amid-chinas-property-crisis/ How did China grow from an impoverished country to become the second largest economy in the world in just over four decades? And how did this economic miracle come to an end, as seems the case today? To understand the story of China's rapid rise and equally rapid fall, author Anne Stevenson-Yang takes us back to the beginning, when Deng Xiaoping took over and opened its moribund economy to Western money and know-how. Stevenson-Yang, who lived and worked in China for a quarter of a century, traces each decade of China's tumultuous development, from the roaring 1980s to today's malaise. In her first-hand account, Wild Ride, Stevenson-Yang concludes that China is returning to the poverty and isolation of the Mao era. What happened to the promise of the political change that would come with the opening of the economy? And the institutional reforms of the last four decades? The author says all that change was all an illusion. Communist China, being interested only in survival, played along and the West fell for it. With the rise of Xi Jinping, that capitalist experiment is over. 'It took me years to understand that I was an unwitting player in an elaborate dramatic confection. 1936 MOSCOW

HOUSING COLLAPSES, IRON ORE PLUMMETS, MANUFACTURING SHRINKS, CONSUMERISM NOWHERE:   2/4: Wild Ride: A short history of the opening and closing of the Chinese economy by  Anne Stevenson-Yang  (Author) https://www.amazon.com/Wild-Ride-history-opening-closing/dp/173942431X https://www.sharecafe.com.au/2024/08/19/iron-ore-prices-plummet-amid-chinas-property-crisis/ How did China grow from an impoverished country to become the second largest economy in the world in just over four decades? And how did this economic miracle come to an end, as seems the case today? To understand the story of China's rapid rise and equally rapid fall, author Anne Stevenson-Yang takes us back to the beginning, when Deng Xiaoping took over and opened its moribund economy to Western money and know-how. Stevenson-Yang, who lived and worked in China for a quarter of a century, traces each decade of China's tumultuous development, from the roaring 1980s to today's malaise. In her first-hand account, Wild Ride, Stevenson-Yang concludes that China is returning to the poverty and isolation of the Mao era. What happened to the promise of the political change that would come with the opening of the economy? And the institutional reforms of the last four decades? The author says all that change was all an illusion. Communist China, being interested only in survival, played along and the West fell for it. With the rise of Xi Jinping, that capitalist experiment is over. 'It took me years to understand that I was an unwitting player in an elaborate dramatic confection. 1937

HOUSING COLLAPSES, IRON ORE PLUMMETS, MANUFACTURING SHRINKS, CONSUMERISM NOWHERE:   3/4: Wild Ride: A short history of the opening and closing of the Chinese economy by  Anne Stevenson-Yang  (Author) https://www.amazon.com/Wild-Ride-history-opening-closing/dp/173942431X https://www.sharecafe.com.au/2024/08/19/iron-ore-prices-plummet-amid-chinas-property-crisis/ How did China grow from an impoverished country to become the second largest economy in the world in just over four decades? And how did this economic miracle come to an end, as seems the case today? To understand the story of China's rapid rise and equally rapid fall, author Anne Stevenson-Yang takes us back to the beginning, when Deng Xiaoping took over and opened its moribund economy to Western money and know-how. Stevenson-Yang, who lived and worked in China for a quarter of a century, traces each decade of China's tumultuous development, from the roaring 1980s to today's malaise. In her first-hand account, Wild Ride, Stevenson-Yang concludes that China is returning to the poverty and isolation of the Mao era. What happened to the promise of the political change that would come with the opening of the economy? And the institutional reforms of the last four decades? The author says all that change was all an illusion. Communist China, being interested only in survival, played along and the West fell for it. With the rise of Xi Jinping, that capitalist experiment is over. 'It took me years to understand that I was an unwitting player in an elaborate dramatic confection. 1936

HOUSING COLLAPSES, IRON ORE PLUMMETS, MANUFACTURING SHRINKS, CONSUMERISM NOWHERE:   4/4: Wild Ride: A short history of the opening and closing of the Chinese economy by  Anne Stevenson-Yang  (Author) https://www.amazon.com/Wild-Ride-history-opening-closing/dp/173942431X https://www.sharecafe.com.au/2024/08/19/iron-ore-prices-plummet-amid-chinas-property-crisis/ How did China grow from an impoverished country to become the second largest economy in the world in just over four decades? And how did this economic miracle come to an end, as seems the case today? To understand the story of China's rapid rise and equally rapid fall, author Anne Stevenson-Yang takes us back to the beginning, when Deng Xiaoping took over and opened its moribund economy to Western money and know-how. Stevenson-Yang, who lived and worked in China for a quarter of a century, traces each decade of China's tumultuous development, from the roaring 1980s to today's malaise. In her first-hand account, Wild Ride, Stevenson-Yang concludes that China is returning to the poverty and isolation of the Mao era. What happened to the promise of the political change that would come with the opening of the economy? And the institutional reforms of the last four decades? The author says all that change was all an illusion. Communist China, being interested only in survival, played along and the West fell for it. With the rise of Xi Jinping, that capitalist experiment is over. 'It took me years to understand that I was an unwitting player in an elaborate dramatic confection. 1943

In this week's Talking Wealth podcast, Janine slashes her near-term forecast for iron ore prices, signalling a challenging road ahead for BHP's share price. The news isn't good for Australia's iron ore miners, bringing more pain for shareholders.

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Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm your host, Davide, and it's time once again for the latest updates and movements in major freight and bulk commodity markets. Joining us are Hao Pei from Shanghai to discuss the iron ore market and Archie Smith, who will break down the fuel oil sector. We'll be covering everything from the recent dip in the US unemployment rate and China's inflation trends to fluctuations in iron ore and fuel oil prices. Listen for insights on market movements, coal demand, and the latest data impacting our industry. Don't forget to follow the podcast and our company page on LinkedIn, and download our FIS Live app to stay ahead with the freshest freight and commodity analysis. Let's get started!Timestamped summary00:00 Shipping rates fluctuate, handysize index remains flat.05:25 Futures prices and open interest continue to rise.08:30 Attempting to persuade market on resilient iron ore demand in China.12:15 Trump's impact on oil market, weak China imports.

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm Jess, your host, joined by Davide. In today's episode, we have a jam-packed agenda covering the latest news and market movements. Ben Klang is reporting live from London with updates on dry freight, while Hao Pei, our senior analyst from Shanghai, delves into the iron ore and coking coal markets. Plus, we have a special guest, Erik Hoffman, Managing Editor of ENGINE, who will shed light on biofuels and the emerging EU regulations that are set to impact the shipping industry. Listen now for in-depth insights and expert analysis!00:00 Shipping market: C5DC index up, P5TC down. Steady fuel price increase.03:52 Index climbs driven by vessel rate increase.08:11 Iron ore index increased, outlook remains uncertain.12:44 Biofuel: alternative, popular, easy, cheap, safe, available.15:40 EU shipping firms pay for CO2 emissions.17:18 Consumer proximity and willingness to pay determine impact.21:44 Biofuels offer cheapest compliance for EU ships.23:03 Maritime fuel campaign touts benefits, efficiency.

In this episode, we chat with Chris Griffith, CEO of Base Metals at Vedanta Resources, a global powerhouse of minerals, power, and energy companies within the group where these businesses have multiple subsidiaries within a portfolio of operations and projects comprising of operations in Zinc, Lead, Silver, Copper, Iron Ore, Steel, Nickel, and Aluminium. Chris has a wealth of experience in the mining industry and previously served as the CEO of Gold Fields and also two major mining business, Anglo American Platinum and Kumba Iron Ore. Now with Vedanta, he tells us more about the company and the demerger of its business into 6 separately listed companies. He also discusses the critical minerals space in general and the geo-politics impacting on the critical minerals industry. KEY TAKEAWAYS Vedanta Resources is planning to demerge into six separately listed companies, each focusing on specific commodities, which is expected to unlock substantial value. The base metals division of Vedanta, has significant growth plans, aiming to increase zinc and copper production to over a million tons each by 2030. Geopolitics is impacting the critical minerals industry, with countries like the US, Canada, and China focusing on securing critical mineral assets and investing in African mining projects. Vedanta's mines and processing plants are strategically located in favourable mining jurisdictions like South Africa, Namibia, Zambia, India, and the Middle East to capitalise on growth opportunities. Vedanta has made significant progress in ESG initiatives, ranking among the top three globally in the Dow Jones Sustainability Index, showcasing their commitment to sustainability and responsible mining practices. BEST MOMENTS "I think the potential for Africa growth with the demand for critical minerals, and as we see the growth of the world needing growth in mining, you'll continue to see expansion of mining in Africa." "We've already seen 100% growth in the share price in this past year. I think as the demerger happens, which I think is one of the key things to watch for, I think that's all lined up to happen."  "The real jewel in the crown is the fact that KCM, the Konkola copper mines in Zambia, which has been sort of under government control for the past five years, we announced at the end of last year that we had reached agreement with government and now just needed to go through the regulatory approval process." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org https://www.vedantaresources.com/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

Welcome to another episode of Freight Up, your go-to source for the latest news and insights in the freight and bulk commodity markets. I'm Jess, and today, along with Davide, we'll bring you up to date on recent market movements. Our expert line-up this week includes Hao Pei, who'll shed light on the reasons behind the sharp drop in iron ore prices, Archie Smith with his analysis on the oil market post-OPEC meeting, and our old friend Rob Belcher, who'll provide insights into the steel and scrap market. Additionally, we'll cover the latest acquisition news with FIS acquiring GR8 Chartering in Athens, and update you on global inflation figures and broad market movements. Listen in for an episode packed with essential updates and expert opinions to keep you informed and ahead in the freight and commodity landscape!Useful links:FIS LiveTimestamped summary00:00 UK inflation down, Japan down, Euro up.03:46 Silver and iron ore markets see drops.09:08 Narrowing spread between high and low sulphur.12:12 German construction slows, prices remain subdued.14:37 Turkish scrap and rebar market trends summarised.16:18 Subscribe for the latest freight and commodity analysis.

BYD announced that it opened its 100th dealership in Brazil, highlighting the South American country's growing importance to the Chinese electric vehicle giant. It's a similar story across the board in tech, agriculture, and natural resources, among other sectors. Trade and investment between China and Brazil is booming and is unlikely to slow anytime soon. Tulio Cariello, director of content and research at the Brazil-China Business Council, joins Eric & Cobus from Rio de Janeiro to explain how Brazil is benefitting greatly from Beijing's souring ties with Washington. JOIN THE DISCUSSION: X: @ChinaGSProject | @stadenesque | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth FOLLOW CAP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug! www.patreon.com/chinaglobalsouth