Insight

An independent view of the latest iron ore projects

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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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    An independent view of the latest iron ore projects.pdf

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