We summarize newsflow in the iron ore market and our take on the BHP-Anglo deal. We also summarize the production reports of Vale/FMG and Champion iron and provide our top picks in the sector.
What is covered in the Full Insight:
Bullish outlook for iron ore based on current price band
Iron ore restocking patterns in China
Recent quarterly production updates from major iron ore producers
Proposed acquisition of Anglo American by BHP Group Ltd
Current top picks within the iron ore industry
SUMMARY
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