China steel, iron ore divergence unlikely to persist: Russell

Something has to give in the Chinese steel sector, given the disconnect between record low steel prices and a recent strong rally in iron ore. ...

Iron ore rallies on small BHP output deferral? Ridiculous: Russell

While it’s well-known that markets can have irrational short-term moves, the 4 percent jump in Asian spot iron ore on Wednesday must be a more extreme case. ...

Commodity price boom over, volume boom gathers pace: Russell

It’s become conventional wisdom that the commodities boom is over, and while the era of rising prices is gone, figures from...

BHP, Rio production show scale of commodity price challenge: Russell

The latest production reports from mining giants BHP Billiton and Rio Tinto hammer home an uncomfortable truth:...

China’s record oil buying likely to continue a while: Russell

The rise in China’s imports of crude oil above 7 million barrels per day (bpd) for the first time looks ...

Worst may be over for iron ore, coal, but supply is key: Russell

It’s an observable fact that steep falls in commodity prices are often a precursor to a rally, and...

Iron ore giants win 1st round in global battle but knockout unlikely: Russell

There is now no doubt that the big three global iron ore miners are producing record amounts in...