What drives the iron price?
What drives the iron price? Steel starts with iron ore, making it a barometer for construction and infrastructure spending worldwide. Each row traces a chain of real events that pushed iron higher or lower, month by month.
✉️ Track chains of events as they happen. Free.
MAR 1 – MAR 31, 2026
🇨🇳 import restriction
🇨🇳 steel capacity reduction plans
🇨🇳 steel production decline
🇨🇳 steel demand decline
🇨🇳 inventory rise
✉️ Track chains of events as they happen. Free.
FEB 1 – FEB 28, 2026
🇧🇷 supply rise
🇦🇺 supply rise
🇨🇳 demand decline
JAN 1 – JAN 31, 2026
🇨🇳 inventory rise
🇨🇳 construction decline
→🇨🇳 steel demand decline
🇨🇳 inventory rise
🌍 supply rise
🇨🇳 inventory rise
→🇨🇳 supply rise
iron ore supply rise
🇨🇳 money supply decline
→🇨🇳 demand decline
🇨🇳 iron ore import rise
🇦🇺 supply decline
🇧🇷 supply decline
🇨🇳 supply decline
🇨🇳 demand rise
DEC 1 – DEC 31, 2025
🌍 iron ore production decline
🌍 profit rise
🇨🇳 fixed asset investment decline
🇨🇳 export licensing introduction
🇨🇳 retail sales growth decline
🇨🇳 industrial production decline
🌍 steel demand rise
🇺🇸 fed rate cut
🇨🇳 restocking rise
iron ore supply rise
🇨🇳 iron ore supply rise
🇨🇳 export rise
NOV 1 – NOV 30, 2025
🇨🇳 policy support
→🇨🇳 demand rise
🇨🇳 fiscal policy expectation
🇨🇳 inventory decline
🛢️ oil production rise
→🌍 supply rise
🇨🇳 tariff rise
→🇨🇳 demand decline
🇨🇳 tariff rise
→🇨🇳 demand decline
🇨🇳 tariff rise
→🇨🇳 demand decline
🇨🇳 steel demand decline
🇨🇳 iron ore import decline
OCT 1 – OCT 31, 2025
🇨🇳 steelmaking capacity restrictions
🇨🇳 inventory rise
🇺🇸 tariff exemption
→🇺🇸 trade tension decline
🇺🇸 trade tension rise
→🇨🇳 economic growth decline
🇨🇳 inventory rise
🇨🇳 port fee clarification
🇨🇳 construction decline
🇨🇳 new order growth decline
→🇨🇳 manufacturing decline
🇦🇺 iron ore supply rise
🇨🇳 supply decline
SEP 1 – SEP 30, 2025
🇨🇳 property price decline
→🇨🇳 demand decline
→🇨🇳 inventory rise
🇨🇳 holiday slowdown
🇦🇺 supply rise
🇪🇺 tariff expectation
🇪🇺 planned tariff rise
🌍 supply rise
🇨🇳 property sector decline
→🇨🇳 steel demand decline
🇨🇳 steel output rise
iron ore supply risk
🇨🇳 restocking demand rise
🇨🇳 steel output rise
🇨🇳 output suspension lift
🇨🇳 capacity reduction pledge
→🇨🇳 profit improvement
🌍 inventory rise
🇨🇳 property price decline
→🇨🇳 demand decline
🇨🇳 demand rise
🇨🇳 demand optimism rise
🇨🇳 steel inventory rise
AUG 1 – AUG 31, 2025
🇨🇳 steel production decline
project suspension
🇦🇺 mining project halt
🇨🇳 inventory rise
🇧🇷 supply rise
🇨🇳 manufacturing decline
→🇨🇳 demand decline
🌍 steel price decline
🇨🇳 steel production decline
🇨🇳 demand rise
🇨🇳 steel production capacity decline
🇨🇳 import rise
🇨🇳 iron ore supply rise
JUL 1 – JUL 31, 2025
🇨🇳 expectation decline
🇨🇳 overcapacity reduction
🇦🇺 iron ore supply rise
🇧🇷 iron ore supply rise
🇨🇳 stimulus expectation rise
🇨🇳 hydroelectric plant construction
🇨🇳 policy stimulus
🇺🇸 tariff announcement
🇺🇸 tariff fear
🇨🇳 price regulation
🇧🇷 export flow decline
🇦🇺 export flow decline
🇨🇳 economic capacity decline
🇧🇷 iron ore shipment decline
🇦🇺 iron ore shipment decline
🇨🇳 industrial production growth slowdown
🇨🇳 steel production decline
🌍 trade uncertainty
→🇨🇳 demand decline
🇨🇳 loan decline
JUN 1 – JUN 30, 2025
🇨🇳 construction rise
→🇨🇳 demand rise
🇨🇳 inventory decline
🇧🇷 iron ore supply rise
🇦🇺 supply rise
🇧🇷 supply rise
🇦🇺 iron ore supply rise
🇨🇳 demand decline
🇺🇸 trade risk rise
→🇨🇳 consumer price decline
🇨🇳 demand decline
→🇨🇳 producer price decline
🇨🇳 factory growth rise
MAY 1 – MAY 31, 2025
🇨🇳 home demand decline
→🇨🇳 steel demand decline
🇨🇳 tariff decline
→🇺🇸 tariff decline
🇨🇳 property financing restriction signal
🇨🇳 operating rate decline
→🇨🇳 production decline
🇨🇳 regulatory change announcement
→🇨🇳 steel demand decline
🇨🇳 tariff halt
→🌍 trade tension decline
→🇨🇳 investor sentiment improvement
🌍 demand decline
🇺🇸 tariff rise
→🇨🇳 manufacturing decline
🇨🇳 trade decline
🇨🇳 steel production decline
🌍 steel production decline
🇨🇳 retail sales rise
🇨🇳 economic data release
🇨🇳 government stimulus
APR 1 – APR 30, 2025
🇺🇸 tariff cut expectation
🇨🇳 stimulus expectation
🇺🇸 tariff rise
→🇨🇳 tariff rise
→🇺🇸 tariff rise
→🇨🇳 tariff rise
🇺🇸 tariff rise
→🇨🇳 tariff rise
→🇺🇸 tariff rise
→🇨🇳 tariff rise
🇪🇺 tariff rise
→🇺🇸 tariff rise
→🇨🇳 tariff rise
→🇺🇸 tariff rise
🇺🇸 tariff rise
MAR 1 – MAR 31, 2025
🇨🇳 steel demand rise
🌍 protectionism rise
→🇨🇳 steel production decline
🇨🇳 policy announcement
🇨🇳 housing investment decline
🇨🇳 home value decline
🇨🇳 steel use decline
🇨🇳 steel output rise
🇨🇳 sector activity rise
🇨🇳 steel production decline
🇨🇳 expected steel production decline
🇺🇸 tariff rise
🇨🇳 steel production decline expectation
🇨🇳 construction rise
✉️ Track chains of events as they happen. Free.
FEB 1 – FEB 28, 2025
🇻🇳 tariff rise
🇨🇳 property purchase by government
🇦🇺 supply disruption
🇺🇸 tariff delay
→🌍 trade war concern decline
→🇺🇸 dollar decline
🇦🇺 weather disruption
🇨🇳 steel output rise
JAN 1 – JAN 31, 2025
🇦🇺 stimulus announcement
🌍 iron ore supply rise
🇨🇳 economic data decline
🇨🇳 profit decline
→🇨🇳 steel production decline
🇨🇳 construction decline
→🇨🇳 steel demand decline
🇨🇳 steel production decline
🇨🇳 manufacturing decline
→🇨🇳 economic decline
→🇨🇳 demand decline
🇨🇳 inventory rise
🇨🇳 bond issuance rise
DEC 1 – DEC 31, 2024
🇨🇳 construction decline
🇺🇸 inflation data release
→🇺🇸 interest rate cut
🇺🇸 fed rate cut expectation decline
NOV 1 – NOV 30, 2024
🇨🇳 monetary stimulus
→🇨🇳 steel output rise
🇨🇳 housing purchase program expansion
🇨🇳 property investment decline
🇦🇺 supply rise
🇨🇳 supply rise and demand concerns
🇨🇳 stimulus disappointment
🇨🇳 deflationary pressure
🇨🇳 stimulus disappointment
🇨🇳 inventory rise
🇨🇳 stimulus policy absence
🇨🇳 public spending rise
🇨🇳 property restriction easing
→🇨🇳 housing market recovery
OCT 1 – OCT 31, 2024
🇨🇳 steel mill profit squeeze
🇦🇺 iron ore supply rise
🇨🇳 demand uncertainty
🇨🇳 policy disappointment
🌍 demand decline
→🇨🇳 export growth decline
🇨🇳 stimulus announcement
🇨🇳 monetary stimulus
SEP 1 – SEP 30, 2024
🇨🇳 stimulus expectation
→🇨🇳 demand rise
🇨🇳 iron ore inventory decline
🇨🇳 stimulus plan implementation
🇨🇳 interest rate decline
🇨🇳 iron ore supply rise
🇨🇳 interest rate cut expectations
🇨🇳 manufacturing decline
🇨🇳 inflation rise
🇨🇳 carbon market expansion plan
🇦🇺 iron ore shipment decline
🇧🇷 iron ore shipment decline
🇨🇳 lending rate decline
→🇨🇳 profit decline
🇨🇳 inventory rise
🇨🇳 property sector decline
AUG 1 – AUG 31, 2024
🇨🇳 home value decline
→🇨🇳 construction decline
→🇨🇳 steel demand decline
🇨🇳 demand decline
→🇨🇳 manufacturing decline
🇨🇳 services sector growth decline
JUL 1 – JUL 31, 2024
🇨🇳 demand uncertainty
🇨🇳 inventory rise
JUN 1 – JUN 30, 2024
🇨🇳 property market policy easing
🇨🇳 steel production limit rumors
🇨🇳 property sector distress
🇨🇳 demand expectation decline
MAY 1 – MAY 31, 2024
🇨🇳 demand rise
🇦🇺 supply decline
APR 1 – APR 30, 2024
🇨🇳 stimulus rise
🇨🇳 demand expectation rise
🇨🇳 economic support
🇨🇳 demand decline
🇦🇺 supply rise
MAR 1 – MAR 31, 2024
🇨🇳 chinese demand worry
🇨🇳 property crisis
🇨🇳 stimulus absence
→🇨🇳 demand decline
🇨🇳 chinese economic decline
🇨🇳 demand rise
FEB 1 – FEB 29, 2024
🇨🇳 property price decline
🇨🇳 economic weakness
🇨🇳 stimulus insufficiency
JAN 1 – JAN 31, 2024
🇨🇳 economic support rise
🇨🇳 china stimulus announcement
🇨🇳 electric vehicle sales pessimism
→🇨🇳 demand decline
🌍 supply rise
🇨🇳 inventory decline
🇨🇳 profit decline
🇨🇳 electric vehicle sales pessimism
→🇨🇳 demand decline
🇨🇳 steel mill profit decline
🇨🇳 stimulus package increase
✉️ Track chains of events as they happen. Free.