Articles On Iron Road (ASX:IRD)

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Set against rumours of its demise, spot iron ore has remained stubbornly defiant, reminding investors again why forecasting is a fool’s errand by bouncing above US$135/t on Monday night. A broad consensus is forming around metals like coppe...

It was a fairly turbulent night on global markets, but the ASX 200 put in a fairly solid day of trade on Thursday to snap a two-day losing streak. Risk-on sentiment held sway as the microcap Emerging Companies index rose more than 1%, while...

Is there any end to coal’s incredible price run in 2021? This week has seen thermal coal prices rise to record levels, with low volatility 6000kcal product from Newcastle soaring 5% to US$240/t yesterday. Twelve months ago, when China’s dip...

Highlights Iron ore prices have plunged in the wake of China’s renewed crackdown on heavily polluting industries. The prices of iron ore have slumped 33.65% in the last one month. Various ASX-listed iron ore players are struggling to...

  BHP flashes green credentials, but is it doing enough? BHP’s annual ‘climate change report’ is now a ‘climate action report’. What a difference a year makes when it comes to nomenclature. The action its referring to is at least a little m...

Coking coal prices have gone a wee bit crazy in recent weeks, presenting a once in a generation opportunity for ASX-listed companies who looked sickly as the 2021 financial year wrapped up. According to Fastmarkets MB, supply remains tight...

Is Rio Tinto (ASX:RIO) going to disappoint on shipments yet again? The gaffe-prone Pilbara miner, which was carried by stratospheric iron ore prices to a US$9.1 billion dividend at the half year, appears likely to miss its ambitious guidanc...

Andrew Forrest said he wouldn’t bet against the price of iron ore this week as he addressed media and analysts in a lap of honour for Fortescue Metals Group’s (ASX:FMG) transformative 2021. That was driven by record high iron ore prices thr...

How’s that Aussie coal ban going for China? Prices of imported premium coking coal in the Middle Kingdom soared to record highs of US$384 per tonne while China looks around every nook and cranny to source the product it once got from our ea...

It powers Australia’s economic engine room, but iron ore is sputtering after the spot price recorded its biggest single day drop on Friday since index pricing began. Fastmarkets saw iron ore prices for benchmark 62% fines to northern China...

The broader ASX continued its losing streak, shedding another 0.5% while the benchmark ASX 200 closed at 7,465 points, which is 2.2% lower than last Friday’s close. Health and consumer discretionary goods were rays of sunshine with gains of...

BHP (ASX:BHP) has taken advantage of 2021’s astonishing boom in iron ore prices to shower shareholders with a record dividend and kickstart the transformation of the world’s biggest mining house. Its final payout of US$2 per share came off...

Largely driven by where else but fast moving China, electrolyser shipments will double in 2021 and quadruple by the end of 2022. There are a couple of types of this new-fangled technology, the polymer electrolyte membrane electrolysers curr...

Iron ore prices fell to their lowest level in two and a half months on the back of noise about steel production cuts in China on Friday, only to moderate on Monday. A 7% flop in iron ore prices to a little over US$180/t to end last week wou...

Are Chinese steel margins on the way back up? Sliding and eventually negative steel margins in June led many analysts to the conclusion that high prices for iron ore would slide rapidly in the second half of the year as steel producers look...

Within the span of only a few years renewable power has grown from supplying a fraction of the electricity used by Australians on a day to day basis to more than 25% of the national grid. In South Australia, where wind power’s share of the...

Our Emission Control column wraps all the news driving ASX stocks with exposure to renewable energy stocks.   Offshore wind lacks support, but can it be a major player in our energy mix? Some areas off Australia’s coastline are windier than...

Tasmanian iron ore producer Grange Resources (ASX:GRR) has become well known for the quality of its iron ore and, while small in volume, makes up for it in tactical nous by supplying pellets that grade around 65%. The Caleb Daniel of the ir...

Summary Swoop Holdings (ASX:SWP) posts huge gains on internet firm acquisition NRW Holdings (ASX:NWH) to sell mining assets to Boggabri Coal Titomic (ASX:TTT) rises on completing acquisition of U.S.-based Tri-D Dynamics The S&...

Summary The S&P/ASX200 closed 20 points or 0.83% higher at 7,333.50. The index gained 1% intraday to 7,353, crossing above its 20-day moving average. Eight of 11 sectors ended in green, while materials and realty gained the most....