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Iron Ore, Port Hedland Brings Supply Risk Back Above $98
The dispute between BHP and Port Hedland port workers has returned to support the iron ore market. The industrial actions of August 8 and 9 had a limited effect on shipments, but the failure to reach a wage agreement keeps open the possibility of new disruptions...EU Steel, “Melt And Pour” Turns The Quota Into A Traceability Test
From October 1, 2026, importing steel products subject to the new quota regime into the European Union will no longer depend only on quota availability. Operators will also have to demonstrate where the steel was originally melted and poured, linking the customs...
South32, Water Reduces The Australian Manganese Outlook
South32 exceeded its revised manganese production guidance for the 2026 financial year, but the result does not eliminate the operational difficulties that continue to constrain the Australian complex. Water accumulated at the mine sites, saline inflows and the need...
Manganese, Chinese Demand Restarts But Inventories Restrain Prices
The Chinese manganese ore market ended August with more constructive signals, supported by the recovery in smelter purchasing and stronger alloy prices. The movement was not uniform, however: imported semi-carbonate ore increased, while high-grade material corrected,...