We look at the latest data on iron ore trade between Australia and China – which makes up more than half of our total exports to that country. So are they likely to curtail exports, or are we locked in?
0:00 Start
0:40 Introduction
0:54 Latest trade data
4:50 Ore Price Trends
5:30 Will China Break Free?
6:15 Brazil?
9:00 MIIT Diversification Strategy
12:00 China Local Grade
13:15 Other Markets Including Africa
16:00 Scrap Recycling
19:00 Australia Rules (For Now)
19:40 Australian Options
20:00 Outro
Go to the Walk The World Universe at https://walktheworld.com.au/
I discuss the US election, and the Democratic Primaries with American in OZ Salvatore Babones, Associate Professor, University of Sydney and author of the...
Another deep discussion, plus slides with journalist Tarric Brooker. Thanks to all those who posed us questions (we did not get through them all,...
I caught up with Steve Van Metre to discuss the latest macro outlook, on the day the Fed hinted about deflation, and the markets...