Insight
An independent view of the latest iron ore projects
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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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