Core Insights - Black Iron Inc. has focused on completing studies and public hearings necessary for the renewal of its extraction permit at the Shymanivske iron ore project in Ukraine [1] - The company has raised its profile with government agency-backed financial organizations for potential future construction funding [1] - Black Iron submitted proposals to the Newfoundland & Labrador Government to acquire the Julienne Lake undeveloped iron ore resource, supported by global miner Anglo American, and has made the shortlist of bidders [1]

Iron ore futures rose to their highest in three weeks after data showed a decline in shipments from the world’s biggest miners of the steelmaking raw material https://t.co/wS0LctwKIV ...

Core Viewpoint - The article compares two metals companies, Rio Tinto and The Metals Company, highlighting their differences in size, market cap, and investment potential, with Rio Tinto being the more favorable option for investors interested in "buying the dip" [1][2]. Company Overview - Rio Tinto is a well-established mining company founded in 1873, with a market cap of $114 billion, primarily mining commodity metals such as iron ore, aluminum, copper, and lithium [3]. - The Metals Company, a newer entity founded in 2021, focuses on polymetallic nodules found in the Pacific Ocean, with a market cap of $2.5 billion [1][4]. Stock Performance - Both companies are trading significantly below their highs, with Rio Tinto down 25% from its pandemic-era high and The Metals Company down 30% from its recent high in October 2025 [2]. - Rio Tinto's stock price surged in 2021 due to high global demand for iron ore, with spot prices rising from approximately $90/metric ton to $214/metric ton, but later declined due to reduced demand from China [5]. - The Metals Company's stock spiked recently due to anticipated benefits from China's export controls on rare-earth metals, but has since declined as optimism about a deal to maintain the rare-earth supply chain emerged [6][9]. Financial Metrics - Rio Tinto's current stock price is $70.63, with a market cap of $89 billion, a gross margin of 24.28%, and a dividend yield of 0.05% [6]. - The Metals Company's current stock price is $5.08, with a market cap of $2 billion and a gross margin of 0.00% [8]. Investment Outlook - The Metals Company has seen a significant increase of over 425% in its stock price this year, but it does not expect to begin commercial operations until Q4 2027, with full scaling not anticipated until 2043 [9]. - Rio Tinto offers a more immediate return on investment through its dividend policy, which has historically provided generous yields, even during periods of low iron ore prices [10][11]. - Given Rio Tinto's established position in the industry and its shareholder-friendly policies, it is viewed as a better investment compared to the speculative nature of The Metals Company [12].

Iron ore heads for its longest run of daily losses since August as China’s steel industry heads into the low season and the optimism around the US-China trade truce faded https://t.co/pa5KCJIu6q ...

Goldman Sachs raised its iron ore price forecast for 2026 on macroeconomic support, tighter inventories and resilient Chinese steel production, but is still expecting prices to drop next year https://t.co/L6hS9sSOrL ...

ERG is in talks with three investors interested in its Brazilian iron ore project known as Bamin https://t.co/b6CTKuqJrH ...

Core Insights - Vale S.A. reported strong operational performance in fiscal Q3 2025, with production reaching its highest level since 2018 in Iron Ore and improved price realization [1][2] - The company experienced year-over-year growth in Copper driven by Salobo, and Nickel production increased significantly due to operational advancements at Sudbury and Onça Puma [2][3] - Iron ore production totaled 94.4 million tons, a 4% increase year-over-year, while iron ore sales rose 5% to 86.0 million tons [3] Production and Sales Performance - Iron ore production reached 94.4 million tons, up 4% year-over-year, supported by key project ramp-ups and a new quarterly record at S11D [3] - Iron ore sales increased by 5% year-over-year to 86.0 million tons, indicating strong demand [3] - Copper production totaled 90.8 thousand tons, reflecting a 6% year-over-year increase [3] Business Segments - Vale S.A. operates in multiple segments, including Energy Transition Materials, Iron Solutions, and Coal and Others, producing and exporting pellets, iron ore, manganese, and iron alloys [3]

Fortescue’s shipments of iron ore increased 4% in its first quarter, as Chinese demand for the steel-making product shows resilience despite concerns of a possible supply glut https://t.co/MJQnRFOoF8 ...

BHP Group boosted output of copper — a key growth pillar for the world’s biggest miner — in its first quarter, while production of iron ore was steady. https://t.co/3JEFChGY7y ...

Even within the commodities industry, few people have heard of Radiant World. But its rapid growth has put the world's iron ore market on edge and drawn attention from China. Read more: https://t.co/tJFmrOD4kR📷: Costfoto/NurPhoto/Getty Images https://t.co/bY2oASBOrf ...