Can Disciplined Execution Unlock Fenix as the Next Mid-West Iron Ore Champion?
A measured look at how execution discipline, funding strength, and scalable assets are shaping Fenix’s growth trajectory in the Mid-West iron ore...
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Iron Ore’s Speculative Run Loses Steam
Shrinking margins, fading demand and weakening technicals challenge the rally’s foundation, raising the question: how vulnerable is iron ore now?
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Iron Ore Rally Stretches Thin as Technicals Flash Pullback Risk
Simandou flows and softening mill output collide with overextended momentum, setting the stage for a test of the market’s recent resilience.
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Key Insights From Vale Day 2025: Strategy Recast for a New Metals Cycle
Vale trims iron ore output, doubles down on decarbonized steel trends, and advances a Sudbury copper partnership as supply tightens.
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Policy Whispers Offer Relief, but Structural Damage Points to Iron Ore Headwinds
Vanke’s repayment delay, falling sales, weak PMIs, and rising inventories signal persistent pressure on China’s iron-ore demand.
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