With iron ore continuing to remain rangebound between 95-130 USD/ton for the last 3 years (with minor overshoots), we summarize actionable ideas in the space along with production updates on equities
What is covered in the Full Insight:
Iron ore performance
TSF disappointment
Rangebound Iron ore/iron condors
The coking coal ratio and the 65-62 spread
Our initiations
SUMMARY
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