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IRON ORE DEMAND
Critical minerals, strategic stakes: Inside India's bid to break China's supply chain strangleholdIndia and the US have inked a pact to secure critical mineral supplies, bolstering a broader Quad initiative aiming to invest $20 billion i...
Gold rush missed: Can India dig its way out of import dependence?India's significant gold imports, exceeding 800 tonnes in 2024 while producing only 2 tonnes, highlight a missed opportunity. Learning from...
Vedanta Iron and Steel aims to become major resource-backed integrated steel platformVedanta Iron And Steel Ltd, newly listed, plans to be a leading integrated steel producer. The company will leverage its vast iron ore rese...
The new man of steel! India seen filling the void China may leaveIndia Steel Industry Growth 2026: Global steel demand is shifting from China to India and Southeast Asia. India's steel consumption is low,...
India's steel capacity utilisation to stay above 90% on strong demand: KotakIndia's steel sector is booming, with demand showing impressive growth and factories running at high capacity. While steel prices have dipp...
World's top miners BHP, Rio Tinto see India emerging as steel's next growth frontier beyond ChinaGlobal mining giants BHP and Rio Tinto are focusing on India for future steel demand. India's rapid urbanisation and infrastructure project...
Anil Agarwal bets $20 billion on aluminium, steel, and zinc, and says Vedanta is only getting startedVedanta Group Chairman Anil Agarwal announced a $20 billion capital expenditure plan over three years, aiming to triple group businesses. T...
Australia's richest person Rinehart takes $1 billion stake in SpaceX IPO, WSJ reportsAustralian mining baron Gina Rinehart has invested more than one billion dollars in Elon Musk's SpaceX. This significant investment comes a...
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
Dry-Bulk shipping rates extend decline as capesize demand coolsThis decline is attributed to cooling demand in larger vessel segments, particularly Capesizes, despite a strong first half of the year. An...
Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectorsGeopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil market...
Indian Railways achieves 145 million tonnes freight loading in May despite global headwindsThe increase in loading has been achieved despite challenges arising from the ongoing geopolitical situation in West Asia and its indirect ...
Iran war impact won't last beyond 2 months; India growth story to continue with lot of capex: Sajjan JindalSpeaking to reporters on the sidelines of IIM Nagpur's tenth convocation, where chairman of JSW Group Sajjan Jindal was the chief guest, he...
Wars in West Asia and Ukraine are turning shipping costs into steel sector’s biggest headacheIn the face of a daunting 28-30% increase in international freight costs, India's steel sector is at a crossroads. The unrest in West Asia ...
Can Brazil become a major rare earths supplier?Brazil sits atop a potential bonanza of rare earths that has sparked global interest, led by Washington, as demand surges for the increasin...
Automakers' joy ride hits a big cost hurdleRising input costs and freight charges, driven by the West Asia crisis, are pressuring automakers to increase vehicle prices. This surge in...
Australian shares flat as housing-tax changes, global risks cap volatile weekAustralia's federal budget on Tuesday proposed curbing negative gearing to encourage investment in new housing, raising concerns about slow...
India lacks adequate scrap supply, only 25% steel demand can be met through scrap-based production: Former Steel SecyIndia's steel sector grapples with limited scrap for green production. Only 25 percent of steel demand is met by scrap-based manufacturing....
Dry-bulk shipping rates hit two-year high on capesize demandThis rise is attributed to increased demand for Capesize vessels, tightening ship supply, and disruptions in iron ore exports. The conflict...