Articles On Iron Road (ASX:IRD)
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Bulk Buys: The Russian coal ban is here, and that could mean even more demand for Australian miners
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: ACT gets serious about electrification; renewable energy’s record first-half for new investment
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... |
Stockhead | IRD | 3 years ago |
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ASX Renewable Energy Stocks: Could a Sharia-compliant bond help fund our green energy transition?
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Goldman goes bearish, market goes bullish on iron ore
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: Australia’s deteriorating environment is all thanks to climate change – report
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Iron ore ‘a pure demand story’ as supply struggles to grow
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: Stark warning to business leaders to take lead on slashing Scope-3 emissions
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Iron ore junior Fenix takes a page out of the majors’ book with haulage deal
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Why upside remains for iron ore prices despite the market rout
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: A capacity mechanism could further increase electricity bills and delay energy transition
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Australia’s biggest bank reckons iron ore and coking coal prices will stay higher for longer
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... |
Stockhead | IRD | 3 years ago |
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ASX Renewable Energy Stocks: WoodMac sees US$1 trillion flowing into offshore wind industry over next decade
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Covid Zero policy the bull in China shop for steel market
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: Net zero commitments with no substance will no longer fly, experts say
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,... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: WoodMac thinks scrap steel will rival iron ore by 2050 in bid to curb steel emissions
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: It’s all systems go for Origin Energy’s 2,800MWh big battery
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: China’s lockdowns are the nagging pain that won’t go away for iron ore miners
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Stanmore closes $1.7 billion BHP coal buy; founder looks to repeat winning formula at emerging junior
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: China promises steel output cut, shakes iron ore futures
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: How long will Australia dine out on its iron ore and coal banquet?
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: Renewable energy gets… a nothing burger under Federal Budget 2022
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: These three juniors are queueing up to add to Australia’s high grade iron ore pipeline
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: Goldman Sachs estimates hydrogen generation could become a $1tn per year market
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Get your umbrellas – price forecasts suggest coal profits could pour for a while yet
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Forecasters expected coal prices to stay sane in 2022, then Russia invaded Ukraine
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: China calls for biggest iron ore marketing shake-up since 2010
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: Biden injects over US$9bn into clean hydrogen capacity and a prosperous clean energy economy
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: How big a deal is all that extra port capacity in the Pilbara?
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: S&P thinks China’s drive to reduce emissions could keep a lid on iron ore prices
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: The global clean-energy transition hit a record breaking $755 billion investment during 2021
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: FMG says low grade discounts are transitory, cost pressures not so much
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... |
Stockhead | IRD | 3 years ago |
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Emission Control: BloombergNEF reckons carbon offset prices could increase 50-fold by 2050
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Rio Tinto is upbeat on Chinese demand as it pledges a (modest) reversal of fortunes
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... |
Stockhead | IRD | 3 years ago |
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Green Energy: A recap of the biggest headlines and the five biggest gainers
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Coal production could reach its highest level in 2022 and demand continues to rise
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... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: The big banks are falling out of love with iron ore but China’s steel may still be strong in 2022
Iron ore has been unpredictable in 2021 and it would be a brave person to make a hard and fast call on where it will end up in 2022. In fact, with the whims of the Chinese Communist Party and vagaries of its economy one of the major factors... |
Stockhead | IRD | 3 years ago |
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Mineral exports put focus on port infrastructure
Pilbara Ports Authority exported a total monthly throughput of 59.9 million tonnes (Mt) for November 2021, a 4 per cent increase compared to the corresponding period in 2020. Port Hedland achieved a monthly throughput of 43.9Mt – of which 4... |
Australian Mining | IRD | 3 years ago |
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Emission Control: Hydrogen cost reductions are crucial to speed energy transition, WoodMac says
The hydrogen boom is well underway but the real game changer for the energy transition will come when low-carbon green hydrogen costs become competitive in major markets, Wood Mackenzie research analyst Bridget van Dorsten says. New researc... |
Stockhead | IRD | 3 years ago |
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Bulk Buys: Iron ore imports for November soar in China to bring festive cheer for miners
The topsy turvy data coming out of China’s steel sector continues to roll on after the world’s biggest steelmaker revealed iron ore imports hit a 13-month high in November despite sliding steel production. China’s appetite for iron ore roar... |
Stockhead | IRD | 3 years ago |
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Iron Road and Andromeda explore port potential
Iron Road and Andromeda Metals have entered into a non-binding memorandum of understanding (MOU) regarding the development of a deep, multi-commodity port at Cape Hardy in South Australia. According to a statement from the company, Andromed... |
Australian Mining | IRD | 3 years ago |
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10 at 10: These ASX stocks are getting the warmest reception this morning
Stockhead’s Top 10 at 10, published at 10.15am each trading day, highlights the best (and worst) performing ASX small caps in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest mov... |
Stockhead | IRD | 4 years ago |
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Green Energy: Monash University licences green ammonia technology to Jupiter Ionics
Ammonia is an essential ingredient in the global food system through its role in fertiliser production. But for more than a century it has been industrially produced using the Haber-Bosch process, which contributes heavily to global carbon... |
Stockhead | IRD | 4 years ago |
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Emission Control: The inconvenient truth about coal, big hydrogen moves, and NEM power prices set to fall
Coal has been high on the decarbonisation agenda, but Wood Mackenzie metals and mining vice chair Julian Kettle says the inconvenient truth is that we still need coal-fired power to ensure an orderly transition to a low carbon world. While... |
Stockhead | IRD | 4 years ago |
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Resources Top 5: A critical zinc project, copper hits, and ‘one of the highest-grade iron ore deposits in the world’
Akora says ‘Bekisopa’ shaping up as one of the highest-grade iron ore projects globally Ironbark’s large ‘Citronen’ zinc project in Greenland could get special loan terms from EXIM Bank Redstone hits a highlight 16m at 2.62% copper from 74... |
Stockhead | IRD | 4 years ago |
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Bulk Buys: Gina gets into magnetite with iron ore deal
Hancock Prospecting is making a big move into magnetite iron ore, this week inking an initial $9 million deal to farm into the Mt Bevan iron ore project owned by juniors Legacy Iron Ore (ASX:LCY) and Hawthorn Resources (ASX:HAW). It’s an in... |
Stockhead | IRD | 4 years ago |
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Emission Control: Global EV sales to jump more than 80pc in 2021, BloombergNEF says
While the Australian government struggles to come up with adequate policies to support the transition to net zero emissions by 2050, highlighted by the recent release of an underwhelming Future Fuels and Vehicle Strategy, BloombergNEF says... |
Stockhead | IRD | 4 years ago |
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Bulk Buys: FMG fields green queries and banks review iron ore prices
Westpac is the latest major financial institution to knock down its iron ore forecasts after prices dived below US$100/t again on a slowdown in steel production in China it describes as the largest since 2008. It revised its price forecasts... |
Stockhead | IRD | 4 years ago |
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Bulk Buys: MinRes cops big discount for iron ore, coal’s miracle run brings Bluff mine back from the dead
If there was any doubt about the importance of grade in iron ore, check out the latest numbers from Mineral Resources (ASX:MIN). Chris Ellison’s miner suffered a 48% discount to average Platts 62% iron ore prices in the September Quarter. T... |
Stockhead | IRD | 4 years ago |
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Closing Bell: ASX enters the weekend with second straight day of gains
It’s been a mixed week for the ASX but it has finished on a high. The ASX 200 closed 0.69% higher than yesterday, closing at 7,362 which marked a 3 week high but is still 3.5% above the all time high reached in mid-August. Travel stocks gai... |
Stockhead | IRD | 4 years ago |
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Emission Control: A new energy economy is approaching but progress towards net zero remains sluggish
The International Energy Agency’s (IEO) flagship publication – the World Energy Outlook has emphasised in its latest edition that while a new energy economy is emerging around the world via solar, wind, electric vehicles and low carbon tech... |
Stockhead | IRD | 4 years ago |