September quarter performance is expected to diverge sharply across major iron ore miners. Rio Tinto’s Pilbara shipments rose y/y despite CMRG tensions, leaving annual guidance achievable, while BHP delivered a record fiscal first quarter as Jimblebar Fines fully recovered. By contrast, FMG’s CMRG dispute drove a 7% y/y shipment decline, although diversification partly cushioned the ...<p><p>https://www.hellenicshippingnews.com/iron-ore-australian-majors-diverge-as-vale-faces-growing-guidance-risks/</p></p>
...See more