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Iron Ore Bottom In? Prices Reclaim $100 On "Improving Downstream Conditions"

Iron Ore Bottom In? Prices Reclaim $100 On "Improving Downstream Conditions" Iron ore futures in Singapore surged above $100 a ton, the highest level since mid-July, as tightening Chinese coking coal supplies lifted steelmaking costs and early signs of improving seasonal demand supported prices across the steel supply chain. Rafael Barcellos, head of Latin American metals and mining, pulp and paper equity research at Bradesco BBI, wrote in a note last week that the coal squeeze is helping support steel prices, with rebar and hot-rolled coil reaching multi-month highs. Improving...
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Sep 21, 2026 / Tyler Durden
China's Rare-Earth Magnet Exports To US Plunge As Trump-Xi Meeting Looms
China's Rare-Earth Magnet Exports To US Plunge As Trump-Xi Meeting Looms Chinese President Xi Jinping and President Donald Trump are scheduled to meet in Washington on Thursday. UBS analysts quoted chief China economist Yu Song as saying the meeting between the leaders of the two global superpowers is largely about strategic stability and modest progress on tariffs, rare earths, and AI safety. Political risk analyst Marcus Bischoff expects no major breakthrough but says the most realistic outcome is continuity in US-China relations as the most likely outcome. He sees cautious grounds for...
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Jun 14, 2026 / Dave DeCamp
Pakistan Says US-Iran Deal ‘Has Been Reached’
Pakistani Prime Minister Shehbaz Sharif said on Sunday night that a deal between the US and Iran to end the conflict in the region “has been reached” and that an official signing ceremony will take place this Friday in Switzerland. “Following intensive talks, we are pleased to announce that the Peace Deal between the United […]
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Mar 4, 2026 / Tyler Durden
Air Freight Rates To Spike As Iran War Escalates
Air Freight Rates To Spike As Iran War Escalates By Eric Kulisch of FreightWaves The war launched by the United States and Israel against Iran on Saturday is already disrupting air cargo traffic in the Middle East, a key freight corridor between Asia and Europe where two of the world’s largest cargo airlines are based, and raising the potential for a rise in air freight rates.  Airlines are suspending flights, rerouting traffic around the conflict zone and unable to use key transload hubs in Dubai, Abu Dhabi and Qatar because of retaliatory...
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