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September 14, 2020
In 2020, Iron Offers More Glitter than Gold
As the ancient saying goes, “All that glitters is not gold.” That’s never been truer than in the current economic environment, as the humblest of metals—iron ore—has been outperforming its shiny, expensive cousin.
Make no mistake, gold has done quite nicely this year, rising to record highs, as investors scramble to protect themselves against central banks flooding the world with cash.
But if you want to look at a truly unexpectedly eye-popping chart, take a look at iron ore in 2020. Prices have surged more than 35% so far this year—hitting prices over $120 per ton, the highest levels since 2014.1
Even though those numbers are impressive, they’re only a taste of what can happen when iron gets hot. For example:
From March 31, 2009 to March 31, 2010, iron ore soared from $64 to $184. That’s 187.5% in a single year.
From July 31 to December 31, 2012, iron ore rose from $96 to $153. That’s 59.4% in just 5 months.2
In other words, even at today’s levels, there’s plenty of upside still left for investors. At the bottom of this article we reveal the junior mining companies who are positioned for substancial growth.

What’s behind the surge? As the world recovers from slowdowns and shutdowns, numerous nations are initiating major infrastructure projects to restart their economic engines. As the prime component of steelmaking, that’s been driving demand for iron ore. Simultaneously, virus-driven challenges in the mining industry have made the supply of raw materials harder to come by.
For several years, China has been the world’s largest importer of iron ore, with the numbers running about 1 billion metric tons annually.3 Although their demand dropped earlier this year, they were the first country to exit the coronavirus crisis—and shoved their way to the front of the line to grab as much iron as they could.
Of course, China isn’t the only one on a spending spree. The U.S. Congress is in discussions about $1.5 trillion in infrastructure investments over the next decade—destined for steel-intensive projects such as roads, bridges, waterways, energy projects, rural infrastructure, public lands and other ventures.4
Not to be outdone, European Union leaders recently agreed on a $2 trillion spending package.5
Add it all up, and it’s a classic supply–demand crunch—with no signs of stopping.
It’s a reminder of the iron-clad rule that there’s money to be made whenever governments are throwing around cash—but you need to find the right way to grab your share.
Unlike gold, obviously, iron ore isn’t something you can store in your closet safe. You need to find and leverage the miners who are profiting from the economic drivers.
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