The iron ore equation: Do structural supply gaps and China policy stimulus = US$200/t?

The iron ore equation: Do structural supply gaps and China policy stimulus = US$200/t? Iron ore has already confounded most analysts’ expectations by trading above $US200/tonne. The next question for investors is — can it stay there? To analyse the broader market, Stockhead caught up this week with Magnetite Mines (ASX:MGT) director Mark Eames, who provided some historical context…

A very different kind of supercycle

A very different kind of supercycle China’s long boom, like so many industrial revolutions, relied on pulling people and things into the cities. That contributed to the commodities “supercycle” of the 2000s. The entry of about a billion people into the global economy raised demand for iron, copper and oil. Factories needed raw material as…