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An independent view of the latest iron ore projects

An independent view of the latest iron ore projects

Report summary

A presentation by Steve Hulton, Principal Analyst, Mining & Metals Research, for the China Iron Ore 2013 conference, Beijing on Wednesday 27th of February.  The presentation covers: Setting the scene: our view of the market How the new projects compare: Cost and margin curves Valuation ranking Will miners be incentivised to develop new supply?  Capital intensity Incentive pricing      

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This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

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