Iron ore short in coming

David Llewellyn-Smith

Friday 7 February 2025

Some pretty impressive jaws are opening in the ferrous complex. Iron ore short in coming.

Seasonals are creating the opportunity as cyclones slow the Pilbara and China restocks steel.

Flat going ok, long not so much.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.