Product markets outlook reports
Discover the outlook for major product markets with short-term and long-term forecasts. Understand market fundamentals, emerging trends and opportunities with trusted data. Browse our product markets outlook reports to find the intelligence you need to maintain a competitive edge.
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Product markets outlook reports
Iron ore project review 2018
This year, three projects have been approved, South Flank, Eliwana and Koodaideri. We have added ten projects to our project profile including Kami...
Iron ore project review 2019
Our estimated average capital intensity for 2019 has risen 30% to US$124 per tonne. While we had forecast a small, gradual increase in capital cost...
Iron ore time spreads indicate the market is overheated
The 62% Fe iron ore index has averaged $95/t so far this year. Our pre-COVID forecast for CY 2020 was $80/t. It is now increasingly clear that we u...
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...
Iron ore: 5 things to look for in 2018
Iron ore's big drivers in 2017, Beijing's supply side reforms and commitment to maintaining stable growth ahead of the Party Congress, will have a ...
Iron ore: points to watch in 2019
The global iron ore industry starts 2019 in surprisingly good shape. Despite all the rhetoric over a China hard landing, escalating trade tensions,...
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