Iron Research Reports for Investors

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Breakaway Research provides independent of stockbrokers and commissioned research reports on Junior Australian Iron Mining ASX listed companies. Our company research reports analyse the current financial and technical information of the company, presenting the findings in an informative, straightforward format, accessible to both current and potential investors.

Commissioned Research on Iron Ore Companies listed after article below...


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Iron Ore Price

(Extracted from the Breakaway Mining Research Weekly Subscription Newsletter "Iron Ore Price" written by Dr Stephen Bartrop

The major commodity story which has been occurring for some weeks now is the decline in the iron ore price. The prices are now 28% below its mid-February high of US$94.25/t and stockpiles across 42 ports in China, the total iron ore inventory is at a record-high level of 133 Mt. What is clear is the extent of speculative investment in China’s iron ore futures market by retail investors, which has driven the price movements. These investors can react to changing news on infrastructure spending quickly and send the price lower. Meanwhile supply is expected to increase by the major iron ore producers and contribute to the 70Mt surplus estimated by Citigroup analysts.


Our expectations are that it will stabilise at current levels but still generate healthy margins for lower cost producers.

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