Beyond Bulls & Bears

Why Oil Price Rally Isn’t a Surprise, but Iron Ore’s Price Should Stay Low

Why Oil Price Rally Isn’t a Surprise, but Iron Ore’s Price Should Stay Low

While oil has dealt with a relatively recent increase in supply, iron ore has been suffering through a long-term glut. And, based on our analysis of future supply/demand trends, we expect the abundance of iron ore to continue—and possibly increase.