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China delivered iron ore costs Q3 2016
We have improved our method for quality-adjusting China delivered iron ore costs. We are now using value-in-use (VIU) adjustments where we adjust c...
China’s aluminium smelting power constraints are here to stay
On 26 August, the National Development and Reform Commission (NDRC) issued the “Notice on Improving Tiered Power Tariffs for the Aluminium Industry...
China's closed iron ore mines unlikely to restart
Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...
China's copper mines: Identifying key cost drivers
Over the past 18 months, the global copper mining industry has announced cuts of 865kt of metal from the market in response to lower prices. We cur...
Chinese steel and raw materials industry’s handbook for the 14th five-year plan
Earlier this year, China announced its development plan targets for the raw materials industry during the 14th five-year plan (2021-2025). Its them...
Can President-elect Trump’s infrastructure plan make steel and iron ore great again?
During his pre-election campaign, and again during his victory speech, President-elect Trump has made bold statements about investment in US infras...
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