---
title: "Iron Ore & Real Assets"
url: https://independentstockanalysis.com/iron-ore-real-assets/
description: "Teck Resources (TCK) reports tomorrow. I hope they stop thinking about getting into iron ore. Vale is a $17 stock. Iron ore inventories at China’s ports…"
published: 2012-07-24
updated: 2012-07-24
---

# Iron Ore & Real Assets

Published 2012-07-24

Posted on

by

J.J. Butler

Teck Resources (TCK) reports tomorrow. I hope they stop thinking about getting into iron ore. Vale is a $17 stock. Iron ore inventories at China’s ports hit a record by [Sober Look](http://soberlook.com/2012/07/iron-ore-inventories-at-chinas-ports.html). Iron ore price spirals to 8-month low; traders draw 2008 comparisons at [Mining](http://www.mining.com/2012/07/19/iron-ore-price-spirals-to-8-month-low/). Front-end iron ore swaps selloff flattens curve at [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/Metals/8545623). Iron Ore-Spot prices extend losses; outlook weak from[Reuters](http://in.reuters.com/article/2012/07/24/markets-ironore-idINL4E8IO0JL20120724). Long term “Global iron ore demand is set to double” at [Intierra](http://www.intierra.com/Libraries/Brochures_and_Flyers/Global_Iron_Ore_Demand_Set_to_Double_19_March_2012.sflb.ashx).

Indonesia ‘requests’ 51% of Grasberg, Freeport agrees to 9.3% ‘at the moment’. What happens next? at [Mining](http://www.mining.com/2012/07/24/indonesia-requests-51-of-grasberg-freeport-offers-9-3-what-happens-next/). Who ever thought FCX would have a dividend yield more than double the 10 year Treasury and look so bad?

“Bill Gross…real assets are a “better bet” amid negative real interest rates. Investors may be able to maintain purchasing power with real assets…” [Bloomberg](http://www.bloomberg.com/news/2012-07-23/treasury-10-year-yield-touches-record.html)

Water is the new gold, a big commodity bet at [Marketwatch](http://www.marketwatch.com/story/water-is-the-new-gold-a-big-commodity-bet-2012-07-24).