http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/ Sourcing & Trading Intelligence for Global Metals Markets Wed, 08 Feb 2012 15:39:20 +0100 hourly 1 http://wordpress.org/?v=3.3.1 http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/comment-page-1/#comment-13862 What Do Rising Iron Ore Prices Tell Us About Steel Prices? Wed, 29 Jul 2009 11:02:12 +0000 http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/#comment-13862 [...] so. Rather, spot prices in China have jumped because no long-term contracts had signed. And as we predicted back a few weeks, the lack of long term contracts will create heavy financial exposure to steel [...] [...] so. Rather, spot prices in China have jumped because no long-term contracts had signed. And as we predicted back a few weeks, the lack of long term contracts will create heavy financial exposure to steel [...]

]]> http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/comment-page-1/#comment-12370 Rohan Pease Thu, 09 Jul 2009 16:12:56 +0000 http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/#comment-12370 Also I have been watching the news surronding Chinese iron ore contracts closley as with the deals between FMG,RIO, and BHP(I know BHP's balance sheet has lots of room for expansion compared with its competitors). Do you see consolidation for iron ore miners in the second half of 2009 and do you believe this to be the right direction for the industry? Also I have been watching the news surronding Chinese iron ore contracts closley as with the deals between FMG,RIO, and BHP(I know BHP’s balance sheet has lots of room for expansion compared with its competitors). Do you see consolidation for iron ore miners in the second half of 2009 and do you believe this to be the right direction for the industry?

]]> http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/comment-page-1/#comment-12368 Rohan Pease Thu, 09 Jul 2009 16:08:49 +0000 http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/#comment-12368 Another great article thanks. I have a question, in the case we have where steel demand is starting to uptick, is there a (typical, or standard) lag time in the increase of iron ore pricing. Would iron ore miners (VALE,BHP,etc.) benefit most from here going foward, or would companies such as (MT,X,etc) be better plays for increased steel demand in 2010? Thanks. Another great article thanks. I have a question, in the case we have where steel demand is starting to uptick, is there a (typical, or standard) lag time in the increase of iron ore pricing. Would iron ore miners (VALE,BHP,etc.) benefit most from here going foward, or would companies such as (MT,X,etc) be better plays for increased steel demand in 2010? Thanks.

]]> http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/comment-page-1/#comment-12171 Is China's Move to Short Term Iron Ore Pricing in Conflict with Long Term Goals? Tue, 07 Jul 2009 12:12:55 +0000 http://agmetalminer.com/2009/07/07/is-chinas-move-to-short-term-iron-ore-pricing-in-conflict-with-long-term-goals/#comment-12171 [...] News Sources wrote an interesting post today onHere’s a quick excerptReuters carried an interesting analysis on the conflict between China's moves toward short term iron ore pricing and their longer term aim of generating more sales on long term contracts rather than spot pricing. The article rightly points out that the two trends are in conflict. As China buys more raw material on the spot market and tries to get the iron ore majors to supply on shorter term quarterly or twice yearly pricing, it allows greater flexibility for China's steel makers to react to t [...] [...] News Sources wrote an interesting post today onHere’s a quick excerptReuters carried an interesting analysis on the conflict between China’s moves toward short term iron ore pricing and their longer term aim of generating more sales on long term contracts rather than spot pricing. The article rightly points out that the two trends are in conflict. As China buys more raw material on the spot market and tries to get the iron ore majors to supply on shorter term quarterly or twice yearly pricing, it allows greater flexibility for China’s steel makers to react to t [...]

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