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Nerves of Steel: An exploration of Nippon Steel's potential acquisition of US Steel
Since its announcement in December 2023, Nippon Steel Corporation’s (NSC) proposed acquisition of United States Steel Corporation (U.S. Steel) has ...
Copper companies - reported results analysis
Freeport-McMoRan, Southern Copper Corporation, First Quantum Minerals and Teck Resources released their Q3 2024 financial and operational results. ...
Iron ore pellet market review
Iron ore pellets are a key catalyst for greening the iron and steel value chain. As pellets lead to better efficiency in blast furnaces and require...
Australia's iron ore market: Challenges and opportunities ahead
Australia's iron ore market faces significant challenges and opportunities. At our recent Perth Briefing, we discussed the impact of China's econom...
Navigating India's recent DRI surge
India's DRI production has consistently outpaced hot metal production growth for the third consecutive year, showcasing an impressive CAGR of 10% o...
Value-in-use iron ore costs Q3 2024
The average global value-in-use (VIU) iron ore cost for Q3 2024 is US$58.7/t (62% Fe fines basis, CFR China). This is down 1.4% compared to the las...
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