FACT: Rzzro's price feed shows SGX iron ore at $101.62 $/mt, +0.02% on the session. The move is tied to China steel margins, not a supply shock.
The 5-day average is $101.47 $/mt. The current print is near that average, which keeps the buyer signal balanced.
RZZRO VIEW: buyers should separate headline supply news from steel-margin confirmation. Without margin improvement, rallies can fade quickly.
For procurement, the practical question is whether the price holds above support. If it does, coverage can be staged; if not, wait.
What this means for buyers
Layer coverage around the current $101.62 print and confirm the move with spreads before increasing hedge size.