Articles On Iron Road (ASX:IRD)

Emission Control is Stockhead’s fortnightly take on all the big news surrounding developments in renewable energy. Climate TRACE, a global non-profit coalition tracking the world’s real-time greenhouse gas (GHG) emissions, has published a n...

Emission Control is Stockhead’s fortnightly take on all the big news surrounding developments in renewable energy.   Bloomberg New Energy Finance (BNEF) is out with evidence showing support for fossil fuels by G20 nations in 2021 reached th...

Emission Control is Stockhead’s fortnightly take on all the big news surrounding developments in renewable energy. Building on recently passed climate laws which brought in a tougher 2030 emissions reduction target to put Australia on a tra...

AQC faces roadblocks in its bid to revive Dartbrook coal mine, while New Hope gets approval for New Acland coal extension after 13 years New coal supply is slowly emerging, but the market is expected to remain tight with wet weather expect...

Stockhead’s Top 10 at 10, published at ~10.30am each trading day, highlights the best (and worst) performing ASX stocks in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest movers...

Iron ore miners are funding a wave of new developments, despite red flags in the Chinese steel market While miners are long term bulls, the short term outlook is clouded by China’s economic issues and Covid Zero policy The gap between low...

Stockhead’s Top 10 at 10, published at 10.30am each trading day, highlights the best (and worst) performing ASX stocks in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest movers...

In the FY 21/22, the Federal Government handed out $11.6 billion in subsidies to the fossil fuel industry The climate council has found five ‘better’ ways the government could be spending the money These include things like funding another...

BHP says cumulative steel demand in the next 30 years will double that of the last 30, arguing the commodity will be a net beneficiary of decarbonisation and climate change The changing environment alone could drive increase in demand equa...

AGL plans to supply customers with up 12 gigawatts of new renewable generation before 2036 An ambitious $62 billion energy plan has been carved out for the state of Queensland Tritium will provide fast chargers for a new EV highway in the...

Iron ore prices received a bump after Covid lockdowns in Chengdu were relaxed But they quickly retreated, with analysts saying a decision on whether to end China’s Covid Zero policy could be a big turning point for the commodity Like it or...

Market for DR grade 65% plus iron ore could rise fivefold to 750Mtpa according to new research from Wood Mackenzie As much as US$1.4 trillion needs to be spent on new mines, renewable energy, steel mills, hydrogen and carbon capture to red...

It’s the canary in the, well, you’ve probably read enough of these by now to know the idiom. For iron ore prices that is steel production in China and downstream demand from things like car production, infrastructure and property developme...

Mineral Resources and global partners approve $3bn Onslow iron ore mine day before prices drop below US$100/t Chinese steel giant Baowu will both have a stake in the mine and market up to 75% of MinRes’ product Coal prices remain ridiculou...

Tassie’s got 25,000GWh of renewable energy projects waiting to come online by 2030 Provaris Energy’s Tiwi H2 Project receives Major Project Status by the NT Government NEW reaches binding agreement to sell its portfolio of 14 US solar ass...

Coal miners will be watching international markets closely tonight as a ban on Russian coal proposed by the European Commission back in April comes into effect. Ever since Russia’s invasion of Ukraine, the frailty of European energy markets...

ACT announces plan to electrify Canberra with renewable electricity over the next two decades The renewable energy sector defies supply chain challenges in 2022 to hit a record first half for new investment ECT, BSX, and PRM are this fortn...

There is a massive untapped demand from Islamic investors for sustainable investment opportunities that are Sharia compliant Australia is the only Western country in the world with no government or corporate backed sukuk market MPR and IRD...

Goldman Sachs analysts say iron ore prices could drop faster than expected on bearish steel sentiment But iron ore prices have strengthened as steel margins have improved and Chinese authorities have moved to support its property market an...

The State of the Environment report paints a bleak picture of the health of the nation’s natural environment  “Australia has lost more mammal species than any other continent over the past 200 years”, the report says The NT and INPEX deci...

Fenix Resources boss Rob Brierley says weakness in iron ore supply means prices will be set by demand Iron ore futures in Singapore hit 2022 low as China’s steel mills drop prices Coal miners begin to look cheap again as thermal prices pic...

Energy transition leaders are urging businesses to factor in Scope-3 emissions  UniSA reckons tens of thousands of wind turbines will end up in landfill by the end of the decade Solar panels can be hazardous in landfill, where materials c...

Fenix Resources buys out haulage JV to take control of logistics, mimicking the structure of the Pilbara majors Rio Tinto opens 43Mtpa Gudai-Darri mine in the Pilbara as junior Strike prepares first shipment from Paulsens East Queensland c...

Iron ore miners suffered a heavy sell-off yesterday as commodity prices fell on fears of Covid lockdowns in China Iron ore and steel market observer Mark Eames says there is more upside than downside thanks to the tight supply-demand balan...

As Australia’s east coast residents struggle to stay warm, ministers have recommended a National Transition Plan, a capacity mechanism, and exploration of gas market policies But the IEEFA says the proposed capacity mechanism may well and...

Australia’s biggest bank has upgraded its long-term iron ore and coking coal forecasts in response to Covid, Chinese commodity demand and Russia But high energy prices could drive investment in decarbonisation, clouding the outlook for the...

By 2030, WoodMac expects 24 countries to have large-scale offshore wind farms up from 9 today Total capacity is likely to reach 330GW, up from 34GW in 2020 IRD engages WSP Australia to start gauging commercial interest for green hydrogen a...

China’s Covid Zero policy has seen analysts knock down economic forecasts Bad news for sentiment in steel and raw materials, with iron ore futures tumbling in afternoon trade Coal prices remain freaking high A precipitous slide in Asian i...

Today in Australian politics, commitments have been long on words and very, very short on what net-zero means, according to experts If net-zero targets are to be taken seriously, Australia needs to stop the development chain of oil, coal,...

WoodMac sees pathway for steel industry to reduce emissions 30% by 2050 Transition will require shift away from blast furnace to scrap-based electric arc furnace steelmaking Despite Chinese strong steel output in April, Commbank sees suppo...

Origin Energy has reached an important milestone in its plans to develop a large-scale battery at Eraring Power Station Two NZ companies are planning to build the country’s first nationwide hydrogen refuelling network Aussie largest bus bu...

Iron ore miners have been looking fragile over the last week, clawing to hopes of a second half revival in the Chinese economy as the impact of its Covid lockdowns worsen. Prices remain relatively high compared to major producer margins, wi...

Stanmore has completed its ambitious US$1.2 billion ($1.7b) acquisition of BHP’s Poitrel and South Walker Creek coal mines Its founder Nick Jorss is aiming to repeat his success at new coal producer Bowen Coking Coal Jorss says steelmaking...

China’s steel output has shown signs of life, building throughout the first quarter of 2022 after collapsing to its slowest rate in four years in October and November 2021. That came despite widespread curbs on mill output due to the Winter...

Iron ore and coal to drive $425 billion windfall for resources exports in 2021-22 according to Canberra forecasters India removes tariffs on Aussie coal exports as part of free trade deal Coal prices start to normalise (kinda), with premiu...

Climate spending will received a 35% cut over the next four years if Morrison is re-elected Electric vehicles lose out in federal budget, as does renewable energy Qantas reveals interim target of 25pc reduction by 2030   The Morrison gove...

Australian companies are lining up to deliver new high grade iron ore mines in a bid to capture tailwinds from the need to reduce emissions across the sector. This week no less than three studies have been released by ASX-listed juniors, ta...

Goldman Sachs says hydrogen generation could become a $1 trillion per year market Queensland Government announces $3,000 rebate for EV purchases under $58k Billionaire backed Sun Cable raises $210mn   Yep, you heard that right. Green hydr...

Analysts tipping a major correction in the coal price by the end of 2022 have changed their tune after Russia’s war with Ukraine blew up the market. Prices have confounded belief, with tightness in the seaborne segment of the coal market bo...

Coal prices have bounded to new record highs on Russia’s invasion of Ukraine, extending the bonanza Australian based coal miners have enjoyed since the middle of last year. The stunning turnaround in metallurgical and thermal coal prices ha...

Back before the last mining boom buying a tonne of iron ore was little more than a trip to the corner store, with the bulk commodity fetching prices in the range of US$30/t. When Chinese steel production and industrial growth began to overt...

The US Department of Energy (DOE) announced a series of actions on Tuesday to advance climate action in the industrial sector, including the allocation of more than US$9 billion to develop clean hydrogen capacity in the US. “Clean hydrogen...

In one of the big iron ore headline makers of the past month the WA Government has released its new plan for Port Hedland, the world’s largest iron ore export hub. The Pilbara Ports Authority has already pushed its export rate beyond the 49...

Iron ore is in familiar territory right now. Talked down by analysts who predict it is due for a dive, the headline Australian commodity has been defiant in 2022 so far. Despite the column inches expended on the rise in crude oil prices so...

Off the back of rising climate ambition and policy action from countries around the world, research firm BloombergNEF says a new record $755 billion was invested into the low-carbon energy transition in 2021. Clean power and electrification...

The Pilbara iron ore miners are facing business pressures on a number of fronts, including the on again, off again story around the reopening of WA’s Covid border. The WA Government’s decision to delay its planned February 5 reopening inde...

BloombergNEF says prices for carbon offsets – verified emissions reductions equivalent to one ton of carbon each – could be as high as $120/ton or as low as $47/ton in 2050, depending on what types of supply are eligible to meet the rapidly...

The iron ore market does not offer the simple narrative that it did in the first two decades of the 21st century nor that of the suite of “green metals” like lithium, nickel and copper now hitched to electric vehicle sales and efforts to ma...

Around the world Against a backdrop of tempestuous markets and an important meeting of the world’s leaders at COP26 in Glasgow, the inevitable transition towards a decarbonised future has started to take shape. Joe Biden’s ascendency to the...

Coal mining is hardly popular but governments around the world, most of whom have promised to work to reduce the impacts of climate change, can’t get enough of it. It may be getting harder to finance and gain approval for mining coal, the b...