Podcasts about Iron ore

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Best podcasts about Iron ore

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Latest podcast episodes about Iron ore

PM full episode
BHP iron ore workers on strike in WA

PM full episode

Play Episode Listen Later Jul 16, 2026 25:39


One of the biggest strikes in Western Australia's iron ore industry this century is underway at BHP's operations at Port Hedland.

ABC News Top Stories
How will a BHP strike impact the Australian economy?

ABC News Top Stories

Play Episode Listen Later Jul 15, 2026 2:15


Industrial action set to halt BHP's port operations in WA could cost the mining giant almost $50 million in revenue. So how could it hurt the national economy.Editor's note: The first publication of this segment incorrectly said the disputed enterprise agreement concerned 1,800 staff, the correct figure is 450. This error has been corrected in the audio piece.

Proactive - Interviews for investors
Oceanic Iron Ore advances high-grade hopes advance project in Northern Quebec

Proactive - Interviews for investors

Play Episode Listen Later Jul 14, 2026 5:55


Oceanic Iron Ore CEO Chris Batalha joined Steve Darling from Proactive to discuss the company's Hopes Advance iron ore project in Nunavik, northern Quebec, highlighting its logistical advantages, high-grade product, and ongoing development work. Batalha said the project is located just 25 kilometres from tidewater, providing a potential cost advantage over many iron ore operations that rely on transporting ore hundreds of kilometres by rail. He noted that transportation is one of the largest cost components for iron ore producers, making Hopes Advance's coastal location a key competitive strength. “We are high grade, we have 66.6% concentrate. We have low impurities,” Batalha said. He added that the project currently has an estimated 28-year mine life, with the potential for further expansion based on the extensive mineralization already identified. The interview also highlighted metallurgical test work indicating the project's premium iron concentrate could be suitable for both traditional blast furnace steelmaking and emerging low-carbon green steel production processes. Management believes the combination of high grade and low impurity levels could command a premium in future markets. Oceanic is continuing baseline environmental studies while advancing a new Pre-Feasibility Study (PFS), expected to be completed in the fourth quarter, which will update the project's economics based on the latest technical work. Batalha also discussed efforts to strengthen the company's leadership team and highlighted how Hopes Advance aligns with Canadian and Quebec priorities surrounding critical minerals, northern infrastructure, and domestic resource development. Management believes the project's location, product quality, and long mine life position Hopes Advance as a strategically important iron ore development opportunity for North American and global steel markets. #proactiveinvestors #oceanicironore #tsxv #feo #ironore #IronOre #QuebecMining #CriticalMinerals #GreenSteel #Mining #Nunavik #ResourceDevelopment #SteelIndustry #MiningNews

Marcus Today Market Updates
End of Day Report – Thursday 9 July: ASX 200 falls 23 - Banks firm - Iron ore sinks - Gold falls - Oil up

Marcus Today Market Updates

Play Episode Listen Later Jul 9, 2026 11:29


The ASX 200 fell 23 points as, once again, resources came under pressure. BHP fell 1.1%, RIO was hit hard following a broker downgrade, down 3.3%, and FMG also lost ground. Gold miners were weaker despite gold holding relatively steady. NST fell 0.9%, while EVN down 1.7%. Elsewhere, lithium and rare earth stocks also drifted lower, with S32 down 3.5%.Meanwhile, in the oil and gas sector, both WDS and STO rose, along with uranium stocks, following the deal with India announced by the Prime Minister. Banks drifted lower, with NAB the weakest of the Big Four, taking the Big Bank Basket down to $279.35 -0.1%). Insurers were mixed, as were financials, with ZIP falling 1.0%. The REIT sector also drifted lower, led by GMG down 0.9% and SGP off 3.7%, following yesterday's strong gains.Industrials and healthcare were slightly firmer. TLS recovered 1.2% after the outage issue, while both WOW and COL gained as investors sought out defensive names. Healthcare was also better, with CSL up 1.0%, although RMD slipped 2.8%.In the tech sector, XRO edged higher, although WTC eased slightly. Retail stocks also had a good session, with JBH up 0.3% and APE also rising 2.2%. Travel stocks eased as renewed US strikes in Iran pushed the oil price up 1.2%.In corporate news, SDF rose slightly as discussions continued on the takeover bid. FDC rocketed 12.3% higher after raising $400m in the largest IPO of the year, while LTR fell after securing gold price protection through forward selling to manage volatility.There was nothing of note on the local economic front, although we did see Chinese CPI and PPI data released today.Asian markets were mixed with the Nikkei 225 up 1.2%, the Hang Seng down 1%, and the CSI index up 0.6% European futures were  firmer.US futures were also better with the Dow up 50 and the Nasdaq up 162Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Afternoon Drive with John Maytham
West Coast resident complains about iron-ore dust from Saldanha

Afternoon Drive with John Maytham

Play Episode Listen Later Jul 6, 2026 5:59 Transcription Available


Adam Scholtz, spokesperson for the Red Dust Action Group, talks to Amy MacIver about the West Coast community’s concern regarding red iron-ore dust that blows over the region from the port in Saldanha. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Commodity Culture
Is Iron Ore the Next Metal to Go Ballistic? 'Price Increase is Inevitable': Chris Batalha

Commodity Culture

Play Episode Listen Later Jul 2, 2026 20:35


Chris Batalha, CEO of Oceanic Iron Ore (TSXV: FEO) thinks iron ore is a metal more investors should have on their radar, as geopolitical tensions and supply shortfalls could be set to drive a serious bull market ahead. Chris breaks down why quality matter in regards to the product Oceanic Iron Ore is looking to produce in Quebec, as well as diving into the latest news and upcoming catalysts for the company.Oceanic Iron Ore Website: https://www.oceanicironore.comFollow Oceanic Iron Ore on X: https://x.com/OceanicIronOreDisclaimer: Commodity Culture was compensated by Oceanic Iron Ore for producing this interview. Jesse Day is not a shareholder of Oceanic Iron Ore. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Marcus Today Market Updates
Pre-Market Report – Thursday 25 June: US Markets mixed - Micron soars after hours - Nasdaq up 540 - SPI up 16 - Gold tests $4000 - Iron ore up.

Marcus Today Market Updates

Play Episode Listen Later Jun 24, 2026 15:15


US equities closed mixed on Wednesday amid losses for heavyweight tech companies. The S&P 500 inched down 0.1% and the Nasdaq 100 lost 0.4%. Micron dropped 0.4% ahead of its earnings report due after the close, with its guidance set as the latest bellwether for memory demand. The move followed a 13% plunge in the previous session amid growing concerns that capital expenditure by AI companies may have become excessive. Other semiconductor producers also fell with Qualcomm and Sandisk down 2.5% and 3.5%, respectively. AI-related fundraising remained elevated, with SK Hynix reportedly seeking to raise $29 billion through a US listing, shortly after SpaceX's record IPO. Other sectors found support from lower Treasury yields as prospects of restored energy exports from the Middle East eased inflation concerns. The Dow Jones outperformed, rising 182 points, aided by its exposure to traditional sectors. The Dow's exposure to speculative tech will rise on Monday as Alphabet replaces Verizon.Micron flies after hours on results - SPI up 16 - Nasdaq futures up 545pts. Gold down - Oil down.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The Hole Truth
Killi Kills It with Iron Ore Acquisition - Hamish Halliday (ASX: KLI)

The Hole Truth

Play Episode Listen Later Jun 16, 2026 18:59


Killi Resources (ASX: KLI) has just acquired an exceptional iron ore project in Western Australia. It will produce iron ore which is very different from anything else produced in Australia. Killi Resources has just acquired an exceptional iron ore project in Western Australia. It will produce iron ore which is very different from anything else produced in Australia. This product will be in hot demand among the new generation of low-emission steelmaking facilities around the world.   Guest Bio Hamish Halliday is a Non-Executive Director of Killi Resources Limited (ASX: KLI), a geologist with around 30 years of corporate and technical experience across the resources sector. He has been involved in the discovery and funding of multiple large-scale mineral projects across five continents. Halliday founded Adamus Resources, which he grew from a A$3 million float into a multi-million-ounce emerging gold producer, overseeing the discovery of the Southern Ashanti Gold Project in Ghana. He also co-founded a number of other successful junior mining companies, including Gryphon Minerals, Venture Minerals, Renaissance Minerals, Alicanto Minerals and Blackstone Minerals. At Killi, he is focused on advancing the Lodestone Iron Ore Project alongside the Richardson Street group and Chairman Nev Power, the former Fortescue Managing Director.   Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate.   Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.   Links The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast   The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7   The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/   The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/   Company Website: https://www.killiresources.com.au/   Key Insights A Rare, High-Grade Magnetite Body Unlike Anything Else in Australia Killi's newly acquired Lodestone Iron Ore Project hosts a fully recrystallised, coarse-grained magnetite body that Halliday describes as a geological freak. Granites on either side have reworked the mineralisation so the silica–magnetite bonds break apart easily, with grains up to five millimetres across — roughly 100 times coarser than nearby banded iron formations such as Karara. It is more analogous to high-grade bodies seen in Canada, Sweden and South America than to typical Western Australian iron ore. Built for the Green-Steel, Electric Arc Furnace Market The project's key commercial point of difference is that its product can supply the new generation of low-emission steelmaking facilities, whereas most Western Australian iron ore cannot. Electric arc furnaces are where the industry's growth is concentrated, using gas as a reductant rather than coking coal and offering around 80% lower CO2 emissions. Only about 3% of seaborne iron ore is direct-reduction (DR) grade, creating a structural supply shortage that Killi aims to help fill — and Halliday points to Champion Iron spending around half a billion dollars to lift its product toward DR grade as evidence of the premiums on offer. Simple, Low-Cost Processing and Premium Product Because the ore is so coarse and breaks apart easily, Killi can produce a 68–69% Fe concentrate from a 250-micron grind — about ten times coarser than Karara — pointing to a simple processing circuit. The project delivers around 33–40% mass recovery, with concentrate grades targeted at 69–70% Fe at very low impurities. Halliday frames the investment case as clipping the margin at both ends: lower production costs and a higher price, which ultimately translates into stronger free cash flow. Standout Location with Existing Infrastructure Lodestone sits roughly 200 kilometres from the Port of Geraldton, which has spare capacity, with grid power, a sealed road and a rail line running straight to the port — Halliday notes you can stand on the discovery outcrop and see all of it. With no need to build anything beyond the mine gate, the capital required is far smaller than a typical magnetite development, opening the door to a modest, low-capital start-up to generate early cash flow. A Substantial Resource with Major Growth Upside Killi already has an inferred resource of 110 million tonnes, but that tests only about 20% of a magnetite system extending some 25 kilometres of strike. The company plans to start drilling within weeks and aims to quadruple the resource toward roughly half a billion tonnes over the next 12 to 18 months. Running metallurgy, engineering with Sedgman and offtake discussions in parallel, Killi is targeting a pre-feasibility study in the second half of next year and a final investment decision within two to two-and-a-half years. The acquisition is backed by an A$15 million placement, lifting cash to around A$18.5 million, and a heavyweight team including Chairman Nev Power and Steve Parsons' Richardson Street group.  

Fear and Greed
Afternoon Report | ASX drops 1.1pc on conflict, iron ore

Fear and Greed

Play Episode Listen Later Jun 4, 2026 5:34 Transcription Available


This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX drops 1.1pc on conflict, iron ore SpaceX IPO details revealed Snowy Hydro may miss deadline Corporate wrap: Treasury Wine, ASX Ltd, Alinta Energy John Laws auction raises $4.6m We’re running a short survey to hear from you, with the team at Fonto. It only takes a few minutes, and you can be in the running to win a $3,000 Luxury Escapes voucher.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Dig Deep – The Mining Podcast Podcast
Pioneering High-Grade Iron Ore in Madagascar with Akora Resources

Dig Deep – The Mining Podcast Podcast

Play Episode Listen Later Apr 16, 2026 32:08


In this episode, we chat with Peter Bird, Managing Director & CEO of Akora Resources, an exploration company engaged in the exploration and development of a number of iron ore prospects in Madagascar We explore the company's journey and its positioning within the evolving iron ore and broader critical minerals space, and discussing Akora's core value proposition, what sets it apart in a competitive market, and the key milestones that lie ahead as the business continues to develop. We'll also take a deeper look into Peter's own career, his early foundations in mining, his experience at the highest levels of corporate and investment banking, and how that has shaped his leadership across global mining operations. Finally, we'll touch on some of the themes that underpin the industry itself, from the importance of people and culture to mining's role as a highly technical, innovative sector that continues to support modern life while striving to meet growing environmental and community expectations. This episode is brought to you by Mining International, a global executive search partner to the mining industry. For bespoke search and advisory services, please visit www.mining-international.org KEY TAKEAWAYS Akora Resources' Bekisopa project in Madagascar is a high-grade, low-impurity iron ore asset with a Post-Tax Net Present Value of approximately $150 million US, significantly higher than the company's current market cap. The project is designed as a low-capital intensity operation ($61 million US) featuring simple "rip and dig" mining and off-the-shelf processing technology. While copper is vital for electrification, high-quality iron ore remains a critical mineral necessary for building the infrastructure required for the global green revolution. While assets and funding are essential, the ability to listen, communicate openly, and manage diverse teams is the ultimate driver of success in isolated mining environments. BEST MOMENTS "The mining piece is incredibly simple: shallow pits, rip and dig, truck and chip. It's that simple." "The one critical element in any business... is people. You need a good quality asset, appropriate funding, and people who can execute." "You can't live in a silo, there's no good being hyper-critical... you really must just take an open approach and have some conviction in what you're doing." GUEST RESOURCES https://www.akoravy.com/ https://www.linkedin.com/company/akora-resources/ 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 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.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

The Front
Rinehart, Rio Tinto ordered to pay millions in royalties

The Front

Play Episode Listen Later Apr 15, 2026 4:24 Transcription Available


Australia’s richest person, Gina Rinehart, has been ordered to pay hundreds of millions of dollars to her father’s former business associates. Mining giant Rio Tinto was also ordered to pay royalties from the Hope Downs iron ore deposits, as well interest and legal costs, to Wright Prospecting and DFD Rhodes. In a statement, Hancock Prospecting Executive Director Jay Newby said the company “welcomes the WA Supreme Court decision which decisively confirms HPPL’s rightful ownership of these tenements firmly rejecting the baseless ownership claims of John [Hancock], Bianca [Rinehart] and Wright Prospecting Pty Ltd in their entirety”. Gina Rinehart’s children, John Hancock and Bianca Rinehart, sought shares in the multibillion-dollar East Angleas iron ore deposits. “The court found that these tenements belong to HPPL exclusively,” Newby said. Plus, police investigate Katy Perry sexual assault allegations, and the US Navy intercepts tankers near Iran. Read more: Gina Rinehart ordered to pay hundreds of millions in royalties in landmark decision Katy Perry being investigated by Victoria Police over Ruby Rose sex assault claim US intercepts eight tankers trying to leave Iranian portsSee omnystudio.com/listener for privacy information.

Fear and Greed
Billions, bloodlines and iron ore – the Rinehart mining feud explained

Fear and Greed

Play Episode Listen Later Apr 15, 2026 17:13 Transcription Available


Thursday 16 April 2026 Australia’s richest person, Gina Rinehart, and Rio Tinto, will have to pay hundreds of millions of dollars in royalties to another Western Australian mining family after a decades long legal battle US President Donald Trump says the war in the Middle East is close to over One of the founders of the gig economy, Uber, is dumping drivers, spending up big on autonomous vehicles The RBA takes to social media to explain economic concepts A lucky raffle winner takes home a $2 million Picasso painting Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - what’s your money personality… and is it costing you? Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Country Proud Living  Nurturing Home, Empowered Self
Ep.97 Color That Embraces: Choosing Paint Colors That Make You Feel at Home

Country Proud Living Nurturing Home, Empowered Self

Play Episode Listen Later Feb 26, 2026 18:26


Send a textWelcome to Country Proud Living with your host LoriLynn.  "Where nurturing spaces empower your life and every day feels a little more like home."    In this episode, LoriLynn explores how the right paint color can shape the way your home feels—cozy, calm, welcoming, and deeply personal. From romantic mauves and warm whites to grounding neutrals and moody statement shades, this episode is full of designer-approved paint inspiration to help you choose colors that truly feel like home.In this episode:Why color has a powerful effect on mood, energy, and comfortHow to choose paint colors that feel warm, calming, and personalSmall ways to use color without painting an entire roomDesigner-approved February color picks from Benjamin Moore and Sherwin-WilliamsWhere to use cozy neutrals, moody shades, and romantic hues for the biggest emotional impactWhy your home doesn't need to follow trends—it just needs to feel like youFeatured paint colors:Benjamin Moore: Silhouette, Batik, First Crush, Narragansett Green, White Dove Sherwin-Williams: Coral Island, Universal Khaki, Iron Ore, Urbane Bronze, Natural Linen, BlackberryKey takeaway:If a color helps your shoulders relax and makes your home feel softer, warmer, and more like you—that color belongs in your home.Timeline

The POWER Business Show
Kumba Iron Ore results

The POWER Business Show

Play Episode Listen Later Feb 19, 2026 11:42


Tehillah Niselow speaks to Kumba Iron Ore CEO, Mpumi ZikalalaSee omnystudio.com/listener for privacy information.

SBS World News Radio
BHP CFO on copper growth opportunties, iron ore future and growing dividends

SBS World News Radio

Play Episode Listen Later Feb 17, 2026 20:52


SBS Finance Editor Ricardo Gonçalves speaks with BHP CFO Vandita Pant following the miner's US$5.6bn half-year profit to find out more about its growing copper business and future dividend policy; plus Jonathan Shead from State Street Investment Management on the investment environment.

growth copper dividends iron ore sbs finance editor ricardo gon
SBS On the Money
BHP CFO on copper growth opportunties, iron ore future and growing dividends

SBS On the Money

Play Episode Listen Later Feb 17, 2026 20:52


SBS Finance Editor Ricardo Gonçalves speaks with BHP CFO Vandita Pant following the miner's US$5.6bn half-year profit to find out more about its growing copper business and future dividend policy; plus Jonathan Shead from State Street Investment Management on the investment environment.

growth copper dividends iron ore sbs finance editor ricardo gon
Between the Bells
Morning Bell 16 February

Between the Bells

Play Episode Listen Later Feb 15, 2026 3:44


US equities closed mixed on Friday following the release of the inflation report which came in just slightly lower than the market was expecting. US CPI rose 0.2% in January, reflecting a gain of 2.4% on an annualised basis, while a 0.3% MoM gain was expected.   The S&P500 rose just above the flat light, up 0.05%, the Dow Jones flat, just 0.1% higher, while the Nasdaq declined 0.22%.  What to watch today:  Locally, the ASX200 is set to gain 0.58% at the open this morning, ahead of the release of key earnings results from big names reporting today:JB Hi Fi (ASX:JBH) has just released their half year results this morning, with total sales and NPAT both up more than 7%, EPS increased by 19cps to 279.7cps from HY25 and an interim dividend of 210cps, up 23.5%, representing 75% of NPAT. Bell Potter currently have a Buy rating on JBH.The a2 Milk Company (ASX:A2M) posted a 18.8% rise in revenue and lifted FY26 guidance, as well as an interim dividend of 11.5cps fully franked. It's share price will be on watch today. Ansell (ASX:ANN), Aurizon Holdings (ASX:AZJ), BlueScope Steel (ASX:BSL) and New Hope Corporation (ASX:NHC) are also set to report today.As for what Bell Potter are looking at today: Following Nick Scali (ASX:NCK)‘s first half NPAT up 11% above expectations, Bell Potter maintain a Buy rating, however have lowered their price target by 11% to $25.00 due to softer growth into the second half, earnings revisions and the rising interest rate environment. And one to watch in the resources sector following the release of first half earnings is Northern Star Resources (ASX:NST). Bell Potter maintain a Buy rating and have increased their 12-month price target from $31.10 to $35.00. At the current share price of $28.37 this implies 23.4% share price growth in a year.  In commodities: Crude oil is up to US$62.89 per barrel, with a second straight weekly decline, amid persistent oversupply concerns. The International Energy Agency reiterated that the market is likely to face a surplus of just over 3.7 million barrels per day in 2026. The price of gold is up almost 2.5% to US$5,043.92 per tonne, as softer-than-expected US inflation eased pressure on Treasury yields and weighed on the dollar. Iron ore is down to US$99.66 and over the past month, Iron Ore's price has fallen 7.45%. So keep watch of iron ore miners this week as BHP Group (ASX:BHP) reports tomorrow.To end, AUD$1.00 is currently buying US$0.70. 

Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

This week on Talking Wealth, Janine answers the important questions about the next Iron Ore price rally and what it means for BHP and RIO's growth in 2026. She compares current industry forecasts with her own analysis to prepare investors for the next opportunity.

Upfront Investor Podcast: Weekly Australian Stock Market Update | Trading and Investing Education

This week on Talking Wealth, Janine answers the important questions about the next Iron Ore price rally and what it means for BHP and RIO's growth in 2026. She compares current industry forecasts with her own analysis to prepare investors for the next opportunity.

SBS World News Radio
Tariff threats trigger market volatility & BHP's record copper and iron ore production

SBS World News Radio

Play Episode Listen Later Jan 20, 2026 7:49


SBS Finance Editor Ricardo Gonçalves speaks with Julie Lee from FTSE Russell about the day's market action including how the market is dealing with Donald Trump's latest tariff threats and why investors didn't like BHP's record copper and iron ore production report.

BizNews Radio
BN Daybreak Mon 19 Jan - Trump's 'Madman' Strategy; Iran's Brutal Crackdown; is a 1929-Style Crash Coming?

BizNews Radio

Play Episode Listen Later Jan 19, 2026 15:03


Iran admits brutality; Niall Ferguson on Trump's “Madman Theory”; Andrew Ross Sorkin on the next Great Depression; China's play for Iron Ore pricing power. In this edition of BizNews Daybreak, Alec Hogg unpacks a volatile start to the week: Iran on the Brink: Supreme Leader Ali Khamenei (86), in power for 37 years, breaks his silence, admitting to the brutal repression of recent anti-government protests that billed thousands. Method to the Madness: Historian Niall Ferguson explains why Donald Trump's chaotic geopolitical moves—like the bid for Greenland—might be a calculated application of Nixon's “Madman Theory” to deter adversaries. Market Crash Fears: With anxiety rising, New York Times columnist and author of a recent bestseller on the subject Andrew Ross Sorkin weighs in on whether a 1929-style collapse is possible today, or if government debt is the real ticking time bomb. Commodities Shift: Beijing makes a major move to centralize iron ore purchases, threatening the pricing power of global mining giants. Check the bond market, watch the tariffs, and win the day.

FT News Briefing
China's state iron ore buyer flexes muscles

FT News Briefing

Play Episode Listen Later Jan 16, 2026 12:05


The EU is proposing a new way to allow Ukraine to join the bloc, and it was the best year for US investment banks since 2021. Plus, a look into the iron ore market and the role China is playing in it, and a preview of the World Economic Forum in Davos. Mentioned in this podcast:EU ‘membership-lite' plan for Ukraine spooks European capitalsJamie Dimon warns Trump administration's attacks on Fed could boost inflationChina's state iron ore buyer flexes muscles in talks with global minersBehind the Money podcast: Davos' fight for relevance FT subscription saleNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Mischa Frankl-Duval, Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Argus Media
Metal Movers: Iron Ore – Market Recovery and Procurement Trends

Argus Media

Play Episode Listen Later Nov 10, 2025 9:30


Key topics covered in the podcast: What are market participants expecting for iron ore demand in the fourth quarter and early 2026, particularly from China and other major steel-producing regions? How are steelmakers adjusting procurement strategies in response to diverging trends between iron ore and coking coal? What is the role of the 61pc Fe index, and how does it compare to the established 62pc benchmark?

Palisade Radio
Sven Carlin: Sven Carlin: The Case For $10,000 Gold, Oil & Gas, Agriculture, Iron Ore & More

Palisade Radio

Play Episode Listen Later Nov 5, 2025


Stijn Schmitz welcomes Sven Carlin to the show. Sven Carlin is Publisher of Value Investing YouTube, Podcast, & Research Platform. During their discussion, Carlin offers insights into various investment opportunities and his value investing philosophy across multiple sectors. Regarding gold, Carlin views the current market with caution, noting excessive speculation and ETF inflows. He suggests that while gold might reach $10,000 eventually, the current environment feels risky. He recommends maintaining a modest portfolio allocation and being willing to trim positions when sentiment becomes too exuberant. In the broader market, Carlin sees significant risks, particularly among technology stocks like NVIDIA. He questions the long-term durability of tech companies' competitive advantages and warns about the potential for rapid disruption. He believes the current market is stretched, with cash flows declining as companies invest heavily in AI and other speculative technologies. Carlin finds more attractive opportunities in overlooked sectors like agriculture and commodities. He appreciates businesses with predictable long-term growth, steady dividend yields, and reasonable price-to-earnings ratios. He emphasizes the importance of patience and maintaining a disciplined approach, especially when investing in cyclical industries. His investment strategy focuses on finding undervalued companies with strong fundamentals, preferring businesses trading at low price-to-earnings multiples and offering consistent dividends. He maintains a diversified portfolio and is willing to slowly accumulate positions in sectors like oil, agriculture, and select international markets. A key principle for Carlin is understanding a company's true value and being comfortable buying more when prices drop. He warns against getting caught up in growth narratives and emphasizes the importance of maintaining a clear-eyed view of a company's actual competitive advantages and potential for long-term value creation. Through his research platform, Carlin shares his investment insights, maintaining a portfolio that has compounded just under 15% annually over seven years, with a focus on value investing principles and careful, methodical investment selection.

Nightlife
The Business of Shipping

Nightlife

Play Episode Listen Later Oct 16, 2025 47:33


With a country girt by sea, Nightlife takes a look at the world of shipping, joined by Philip Clark and international freight expert Jason Williams, a Director of WillShip who has worked in the freight industry for over 30 years.  

Australia Wide
Rio Tinto greenlights major iron ore expansion

Australia Wide

Play Episode Listen Later Oct 7, 2025 29:59


Coverage that provides news and analysis of national issues significant to regional Australians.

SBS World News Radio
BHP-China iron ore stand-off; house prices continue to rise

SBS World News Radio

Play Episode Listen Later Oct 1, 2025 12:41


The Australian sharemarket has fallen flat, as investors react to the US government shutdown and reports of China temporarily banning purchases of BHP's iron ore. For more, Stephanie Youssef spoke with Niv Dagan from Peak Asset Management. Plus, Australian house prices continue to rise, as the Albanese Government's Home Guarantee scheme is expanded to all first home buyers. For more, Stephanie Youssef spoke with Tim Lawless, Asia-Pacific research director at Cotality.

Australia Wide
Prime Minister 'concerned' by reports of Chinese ban on BHP iron ore imports

Australia Wide

Play Episode Listen Later Oct 1, 2025 30:09


Coverage that provides news and analysis of national issues significant to regional Australians.

The Front
China plays hardball with our iron ore

The Front

Play Episode Listen Later Oct 1, 2025 13:27 Transcription Available


Beijing may be making an example of mining giant BHP in a bid to get better prices for iron ore, but our expert says China’s reported ban could be short-lived. You can read more about this episode, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet and edited by Lia Tsamoglou. Our regular host is Claire Harvey and original music is composed by Jasper Leak.See omnystudio.com/listener for privacy information.

Ben Fordham: Highlights
‘Bully tactics' - Major blow for Australia as China bans BHP iron ore ⛏️

Ben Fordham: Highlights

Play Episode Listen Later Sep 30, 2025 3:22


See omnystudio.com/listener for privacy information.

Alan Jones Daily Comments
‘Bully tactics' - Major blow for Australia as China bans BHP iron ore ⛏️

Alan Jones Daily Comments

Play Episode Listen Later Sep 30, 2025 3:22


See omnystudio.com/listener for privacy information.

The Money Show
Kumba Iron Ore profit flat despite sales rise; Economic policy shifts impact portfolios

The Money Show

Play Episode Listen Later Jul 29, 2025 77:37 Transcription Available


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.

The Best of the Money Show
Kumba Iron Ore half-year profit flat despite increased sales

The Best of the Money Show

Play Episode Listen Later Jul 29, 2025 6:42 Transcription Available


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 World News Radio
Iron ore nears US$100

SBS World News Radio

Play Episode Listen Later Jul 14, 2025 9:49


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.

china australian capital anthony albanese iron ore kyle rodda sbs finance editor ricardo gon
Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

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.

FIS CASTAWAY
Capes Climb and Arb opportunity on Iron Ore Spreads

FIS CASTAWAY

Play Episode Listen Later Jun 11, 2025 23:16 Transcription Available


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.

Voice Of GO(r)D
Comparing Notes on Issues in Trucking between North America and Australia with Mike Williams of On The Road Aussie Trucking Podcast

Voice Of GO(r)D

Play Episode Listen Later May 29, 2025 152:30


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

FIS CASTAWAY
Iron ore drops and HSFO cracks at historical highs

FIS CASTAWAY

Play Episode Listen Later May 28, 2025 18:52 Transcription Available


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

Engines of Our Ingenuity
The Engines of Our Ingenuity 1378: S.S. Edmund Fitzgerald

Engines of Our Ingenuity

Play Episode Listen Later May 24, 2025 3:41


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

Moose on The Loose
Labrador Iron Ore - A safe high yield

Moose on The Loose

Play Episode Listen Later Apr 7, 2025 10:33


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

Afternoon Drive with John Maytham
Steel showdown: Tariffs, trade, and a sector on the brink

Afternoon Drive with John Maytham

Play Episode Listen Later Mar 27, 2025 6:23


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.

The Maverick Show with Matt Bowles
325: Palestine Solidarity in Greenland, Birthday Parties on the Iron Ore Train, and Protesting the Iranian Regime at the World Cup with Youshita Fathi

The Maverick Show with Matt Bowles

Play Episode Listen Later Feb 24, 2025 65:42


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! :)

The Money Show
The Money Show: Kumba Iron Ore Reports 21% Revenue

The Money Show

Play Episode Listen Later Feb 18, 2025 75:56


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.

CruxCasts
Champion Iron (TSX:CIA) - Quebec Miner Targets Green Steel Market with High-Purity Iron Ore Push

CruxCasts

Play Episode Listen Later Feb 13, 2025 32:44


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

Conversations
The magic of metallurgy — inside the ancient trade of blacksmithing

Conversations

Play Episode Listen Later Nov 15, 2024 50:12


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.

The Maverick Show with Matt Bowles
307: Watching Buzkashi in Afghanistan, Visiting Micronations, and How Not to Take the Iron Ore Train in Mauritania with Ric Gazarian

The Maverick Show with Matt Bowles

Play Episode Listen Later Oct 21, 2024 60:52


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! :)

The John Batchelor Show
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)

The John Batchelor Show

Play Episode Listen Later Aug 25, 2024 7:58


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

The John Batchelor Show
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)

The John Batchelor Show

Play Episode Listen Later Aug 25, 2024 5:54


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

The John Batchelor Show
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)

The John Batchelor Show

Play Episode Listen Later Aug 25, 2024 9:52


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

The John Batchelor Show
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)

The John Batchelor Show

Play Episode Listen Later Aug 25, 2024 13:46


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