Edition:
United States

Clyde Russell

COLUMN-Iron ore's balloon is popped, but prices may have deflated too much: Russell

Aug 22 2019

* GRAPHIC: China iron ore imports vs SGX price: https://tmsnrt.rs/2NnC6yN

Column: Iron ore's balloon is popped, but prices may have deflated too much

Aug 22 2019

LAUNCESTON, Australia Iron ore's bubble has burst in the last month with prices down by a third, but just as the market got ahead of itself during the rally it may also be overcooking the decline.

COLUMN-Iron ore's balloon is popped, but prices may have deflated too much: Russell

Aug 22 2019

* GRAPHIC: China iron ore imports vs SGX price: https://tmsnrt.rs/2NnC6yN

RPT-COLUMN-BHP is sailing between China stimulus breeze and trade war storm: Russell

Aug 20 2019

LAUNCESTON, Australia, Aug 20 Spot the problem. The world's biggest mining company, BHP Group, reports its highest profits in five years even as its top customer is engaged in a now protracted trade dispute with the world's largest economy.

Column: BHP is sailing between China stimulus breeze and trade war storm

Aug 20 2019

LAUNCESTON, Australia Spot the problem. The world's biggest mining company, BHP Group, reports its highest profits in five years even as its top customer is engaged in a now protracted trade dispute with the world's largest economy.

COLUMN-BHP is sailing between China stimulus breeze and trade war storm: Russell

Aug 20 2019

LAUNCESTON, Australia, Aug 20 Spot the problem. The world's biggest mining company, BHP Group, reports its highest profits in five years even as its top customer is engaged in a now protracted trade dispute with the world's largest economy.

Column: Weak spot LNG prices don't help Asia much, but boost Europe

Aug 19 2019

LAUNCESTON, Australia The price of spot cargoes of liquefied natural gas (LNG) has ticked up recently in Asia amid tentative signs of some peak summer demand, but the problem remains that for many buyers the cost is still too high.

COLUMN-Weak spot LNG prices don't help Asia much, but boost Europe: Russell

Aug 19 2019

* GRAPHIC: Spot LNG vs. South Korea customs price: https://tmsnrt.rs/2Ne8jbL

COLUMN-Coal may be dying, but growth in the seaborne market says not yet: Russell

Aug 15 2019

LAUNCESTON, Australia, Aug 15 The prevailing market view on coal is that the industry is now facing terminal decline, as renewables and natural gas displace the polluting fuel. The problem is the facts don't quite fit the narrative.

Coal may be dying, but growth in the seaborne market says not yet: Russell

Aug 15 2019

LAUNCESTON, Australia The prevailing market view on coal is that the industry is now facing terminal decline, as renewables and natural gas displace the polluting fuel. The problem is the facts don't quite fit the narrative.

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