Original article by Jens Meyer
The Australian Financial Review – Page: 27 : 22-Dec-15

The spot price of iron ore for delivery to China’s Port of Qingdao recently recovered to $US40.10 per tonne, after falling to $US38.30 in early December 2015. However, most analysts surveyed by Reuters do not expect a significant rebound in the iron ore price in 2016. The median forecast is that iron ore with 62 per cent content for delivery to China will average $US47/tonne. However, Clarksons Platou Futures’ Kelly Teoh forecasts an average price of $US38.50/tonne.

CORPORATES
REUTERS HOLDINGS PLC, CLARKSONS PLATOU FUTURES, PORT OF QINGDAO, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ, MACQUARIE GROUP LIMITED – ASX MQG, ROY HILL IRON ORE PTY LTD

Original article by Daniel Palmer
The Australian – Page: Online : 14-Dec-15

The price of benchmark iron ore for immediate delivery to China’s port of Tianjin has fallen by 1.3 per cent to $US37.00 a tonne, compared with $US37.50 previously. The iron ore price has risen in just four of the last 45 trading sessions, and it has now fallen for 11 consecutive sessions. The downturn in the iron ore price has prompted BC Iron to put production at its Nullagine mine in Western Australia on hold, while Fortescue Metals Group founder Andrew Forrest has again criticised the expansion plans of BHP Billiton and Rio Tinto.

CORPORATES
PORT OF TIANJIN, BC IRON LIMITED – ASX BCI, FORTESCUE METALS GROUP LIMITED – ASX FMG, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO

Original article by Business Spectator
The Australian – Page: Online : 10-Dec-15

The price of benchmark iron ore for immediate delivery to China’s port of Tianjin has fallen by 1.3 per cent to $US38.30 per tonne, compared with $US38.80 previously. The iron ore price has risen in just four of the last 43 trading sessions, and Gordon Johnson of Axiom Capital expects it to fall towards the $US30/tonne level in 2016. He also anticipates that the iron ore price will fall below $US30/tonne in 2017, if not earlier.

CORPORATES
PORT OF TIANJIN, AXIOM CAPITAL MANAGEMENT INCORPORATED, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, VALE SA, ROY HILL IRON ORE PTY LTD, HANCOCK PROSPECTING PTY LTD

Original article by Business Spectator
The Australian – Page: Online : 9-Dec-15

The price of benchmark iron ore for immediate delivery to China’s port of Tianjin has fallen by 0.3 per cent to $US38.80 per tonne, compared with US38.90 previously. The iron ore price has fallen for eight consecutive trading sessions, while it has reached a fresh 10-year low in each of the last six trading sessions. Australian-listed iron ore producers were heavily sold down on 8 December 2015, and the bearish sentiment toward BHP Billiton and Rio Tinto has continued in overnight trading in London.

CORPORATES
PORT OF TIANJIN, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, FORTESCUE METALS GROUP LIMITED – ASX FMG, VALE SA, BC IRON LIMITED – ASX BCI, MOUNT GIBSON IRON LIMITED – ASX MGX, ATLAS IRON LIMITED – ASX AGO, CAPITAL ECONOMICS LIMITED, ANGLO AMERICAN PLC

Original article by Business Spectator
The Australian – Page: Online : 8-Dec-15

The price of benchmark iron ore for immediate delivery to China’s port of Tianjin has fallen by 1.3 per cent to $US38.90 per tonne, compared with US39.40 previously. The iron ore price has fallen for seven consecutive trading sessions, and some market watchers believe that it could test the $US30/tonne level. At current prices, it is estimated that Fortescue Metals Group and Vale are now close to their break-even price.

CORPORATES
PORT OF TIANJIN, FORTESCUE METALS GROUP LIMITED – ASX FMG, VALE SA, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, ROY HILL IRON ORE PTY LTD

Original article by Alexander Liddington-Cox
The Australian – Page: Online : 7-Dec-15

The price of benchmark iron ore for immediate delivery to China’s port of Tianjin has fallen by 2.3 per cent to $US39.40 a tonne, compared with $US40.30 previously. Daniel Haynes of the ANZ Bank expects the price of the steel input to remain subdued during the next month.

CORPORATES
PORT OF TIANJIN, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ

Original article by Daniel Palmer
The Australian – Page: Online : 1-Dec-15

The price of benchmark iron ore for immediate delivery to China’s port of Tianjin has fallen by 1.6 per cent to a new long-term low of $US42.80 per tonne. Meanwhile, iron ore futures in Singapore have fallen below $US40 per tonne. The iron ore price has shed nearly 25 per cent in the last seven weeks, and Axiom Capital Management’s Gordon Johnson expects the price of the steel input to remain subdued.

CORPORATES
PORT OF TIANJIN, AXIOM CAPITAL MANAGEMENT INCORPORATED, ROY HILL IRON ORE PTY LTD, BLOOMBERG LP

Original article by Stephen Cauchi
The Australian Financial Review – Page: 29 : 26-Nov-15

The downturn in the iron ore price has prompted some observers to forecast that it will fall below $US40 per tonne. However, Daniel Morgan of UBS says a number of factors may bode well for the steel input’s outlook. They include the expectation that more smaller producers will withdraw from the market and the potential for the tailings dam disaster at the Samarco project to reduce supply in the short-term. On the other hand, the outlook for the Chinese economy and US interest rates may put further downward pressure on iron ore.

CORPORATES
UBS HOLDINGS PTY LTD, SAMARCO MINERACAO SA, BHP BILLITON LIMITED – ASX BHP, METAL BULLETIN PLC, MORGAN STANLEY AND COMPANY INCORPORATED, RIO TINTO LIMITED – ASX RIO, FORTESCUE METALS GROUP LIMITED – ASX FMG, ATLAS IRON LIMITED – ASX AGO, UNITED STATES. FEDERAL RESERVE BOARD