BHP Group Ltd

BHP: XASX (AUS)

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Iron Ore Miners: Mineral Resources the Cheapest After Updating Our Commodity Price Assumptions

Jon Mills

Apr 20, 2026

The iron ore price is broadly flat compared with last quarter. While China's steel production in the first quarter of 2026 is down 5% year on year to about 250 million metric tons, its iron ore imports are up 11% to around 315 million metric tons.

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BHP Group Ltd

Iron Ore Miners: Mineral Resources the Cheapest After Updating Our Commodity Price Assumptions

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