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Iron ore breakeven prices 2009-2025
Average seaborne iron ore breakeven prices have fallen to US$30/tonne (CFR China, 62% Fe fines basis) in 2016, a 16 % reduction compared with last ...
Iron ore project review 2017
This year has seen 120Mt of capacity added to the iron ore market, the most since 2013. Vale's Carajas Serra Sul (S11D) project with capacity of 90...
Iron ore: 5 things to look for in 2017
For iron ore 2017 could be a mirror image of 2016. Prices will start the year high and finish low. But the balance of risk is tilting towards anoth...
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
Is US’ steel bonanza in final countdown?
More than a year has passed since the coronavirus crisis took US’ steelmaking industry to one of its ugliest times in history. Back in April 2020, ...
It’s déjà vu as China experiences more aluminium smelting power shortages
After experiencing unprecedented power constraints and capacity suspensions in 2021, China is again plagued by power shortages. Since July, Sichuan...
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