Interest rates, oil and commodity prices in October 2026. What the EIA, the Fed and the RBA say, and the questions ASX resources investors can ask.

Green iron needs DR grade iron ore. Samso lists the Labrador Trough mines and projects, and looks at Iron Bear Resources (ASX: IBR) after Vale left.

Commodity prices in 2026 set against what the IEA, OPEC, World Bank, ICSG and others forecast for oil, copper, iron ore, gold, coal and lithium.

Part 1 set out why China's slowdown looks structural. Part 2 asks where the money already went. Over two and a half years the commodity China buys has gone sideways, while the commodities China controls have repriced by between two thirds and nine times. Tungsten, tin, copper and iron ore, and the ASX and TSX producers on either side of the split.

Japan took thirty years to recover from a debt-fuelled property bubble. China's own property crisis began in 2021 and is unresolved, its local debt is far harder to measure than Japan's ever was, and Beijing is already legislating against AI-driven job losses while Washington still debates the idea. Part 1 of a two-part macro series.

Simandou's 120 Mtpa is read as a straightforward reason for lower iron ore prices. This Samso Insight tests whether the market's supply-side arithmetic leaves out depletion, ramp-up time and demand outside China.

Iron Bear Resources has released its first Pre-Feasibility Study for its namesake magnetite project in Canada's Labrador Trough, together with a maiden Ore Reserve of 3.3 billion tonnes.

The iron ore market is splitting in two. The product that pays today's dividends, 62% Fe fines (62% iron content) into Chinese blast furnaces, carries a softening price outlook on every published forecast. The product with the strongest structural story, high-purity magnetite feed for direct-reduction steelmaking, sits mostly in projects that are the hardest to finance. That is the dilemma.

Iron Bear Resources (ASX: IBR) is developing a 13.6Bt Vale-backed magnetite project in Canada's Labrador Trough, producing DR-grade iron ore for green steel.

Iron Bear Resources is advancing a magnetite iron ore project in a jurisdiction that has been producing iron ore since 1954 and that hosts some of the world's most established direct-reduction-grade producers. Our facination as a shareholder wiht the Iron Bear story can be measured with three attributes that matter most for a development-stage magnetite story.