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Will the lifting of sanctions benefit Iran's iron ore industry?
We estimate average cash costs for Iranian iron ore concentrate exports of US$50.50/tonne (FOB vessel), which is approximately breakeven at 2016 pr...
Will Guinea be to bauxite what the Pilbara is to Iron Ore?
The global seaborne bauxite market needs a handful of projects to meet incremental demand requirements by 2030. Global seaborne bauxite demand is f...
Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
Yunnan relies on hydroelectric plants to generate more than 80% of the province's electricity. In recent years, aluminium smelters in the province ...
How is the pandemic impacting India’s bulk commodities outlook?
Growth in Indian steel production and demand has been paused in Q2 2021 due to massive second wave of pandemic. Oxygen crisis in the country has fu...
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 ...
Will Southeast Asia become the next Chinese aluminium production hub?
To develop a sustainable aluminium industry, the Chinese government has forced the closure of a large number of unlicensed smelters and encouraged ...
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