After ArcelorMittal (NYSE:MT) released a slightly weaker fourth quarter in 2012 than the third, those with interests in Cliffs Natural Resources (NYSE:CLF) are likely a bit apprehensive. This caution is especially warranted after the $1.37 billion writedown the company announced last month. The recent surge in iron ore prices is unlikely to significantly help this last quarter, so be prepared for a possible expectations miss on Feb. 13. What has been driving these iron ore prices and Cliffs' stock higher recently? Check out Fool energy and materials analyst Taylor Muckerman's video below.