China’s tightening environmental policy weighs on Hebei iron ore supply
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- New focus on environmental policies will harm domestic production
- Safety concerns will add more pressure to reduce production and eliminate iron ore capacity
- Steel mills will use more seaborne ore because of limited domestic production
Tables and charts
This report includes the following images and tables:
- Cash cost of Chinese iron ore mines
- Source of iron ore in Hebei steel mills
- Feedstock compostion in Tangshan steel mills visited
- Contestable market in China
What's included
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China iron ore supply summary
Lower prices, falling demand and competition from seaborne imports will cause Chinese iron ore supply to decline over the long term.
$6,750Value-in-use iron ore costs Q3 2025
Q3 2025 iron ore value-in-use adjusted costs are up 2.2% compared to last quarter, and margins remain at 40% in Q3 2025.
$5,000Value-in-use iron ore costs Q2 2025
Q2 2025 iron ore value-in-use adjusted costs are up 5.3% compared to last quarter, and margins decrease to 41% in Q2 2025.
$5,000