Macro-financial risk
2026-04-26
9 minute read
10 sources
Australia 2026: Iron Ore Margins, the RBA Pivot, and the Housing Question
Iron ore prices have rolled off their long term average, lithium is in plant level retreat, the Reserve Bank is cutting into a still tight labor market, and a Sydney median above 1.6 million dollars is rewriting the political contract between retirees and renters.
Australia enters 2026 with two divergent stories. Iron ore on the Singapore Exchange platform is trading at 90 to 110 USD per tonne 62 percent Fe FOB China against a 120 USD long term average, while lithium spodumene operators have placed Greenbushes, Wodgina, Mt Holland, and the IGO Cosmos asset on care, curtailment, or production guidan...