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Is this peak iron ore?

If you live near Port Talbot in Wales you know that the steel industry has a problem. It’s the same if you live near Pittsburgh in the US, or Whyalla in South Australia – though for some reason this universal crisis seems to have escaped some investors in iron ore mining.

The steel glut is an iron ore problem (image: World Steel Association)

The steel glut is an iron ore problem (image: World Steel Association)

While steel production in the western world is being crushed by a flood of exports from China the very obvious link between iron ore and steel seems to have been lost in translation. It is not stretching...

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A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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