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Iron ore prices fall as Trump's tariffs counter any potential disruptions to supply

Iron ore futures lost their early gains on Tuesday, as the unrest over President Donald Trump's tariffs outweighed worries about weather-related disruptions to supply in Australia, a major supplier.

The May contract for iron ore on China's Dalian Commodity Exchange finished the daytime trading 1.1% lower, at 812 Yuan ($111.12), the lowest price since February 6.

Earlier in the session, it reached the highest level since December 10, 2024 with 830.5 Yuan per ton.

As of 0708 GMT the benchmark March iron ore traded on the Singapore Exchange had fallen 1.32%, to $105.75 per ton. It hit its highest price since October 16, 2020 at $107.65 per ton.

Trump raised the tariffs on imports of steel and aluminum on Monday from a flat rate of 25% to a 25 percent rate "without any exceptions or exclusions". This was done to help struggling industries, but it also increased the risk for a multi-fronted trade war.

Tariffs will be applied to millions of tonnes of steel and aluminium imports from Canada and Brazil. They also apply to South Korea, Mexico and other countries.

ANZ analysts wrote in a report that the tariffs may weaken demand for ore if China's steel export markets are affected.

Prices rose earlier than expected due to potential disruptions in supply.

After a Bureau of Meteorology weather warning, the operator of Australia's port of iron ore export, Port Hedland (used by BHP Group and Fortescue, as well as billionaire Gina Rinehart’s Hancock Prospecting), had begun clearing ships from the Port.

The traders said that this was after the top supplier Rio Tinto had cleared ships out of two ports in Western Australia last week. This contributed to a sharp drop in shipments for the period.

Coking coal and coke, which are used to make steel, also fell, by 1.84% each and respectively.

The benchmarks for steel on the Shanghai Futures Exchange have lost ground. The price of rebar fell by 1.95%. Hot-rolled coil dropped 1.45%. Wire rod was down 1.41%. Stainless steel was down 1.05%. ($1 = 7.3076 Chinese Yuan) (Reporting and editing by Sherry Jackson, Lewis Jackson and Amy Lv)

(source: Reuters)