Insight
Digging Deep - Regional iron ore supply summary and player profiles
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Report summary
Australia's iron ore supply is approaching a critical inflection point. Growth will plateau post 2030 and premium-grade ore output will contract gradually. Brazil is cementing its position as the leading export-oriented producer. Ore quality strengthens. Simandou ramp-up pressures lower-grade Australian supply, gradually reducing the pricing influence of majors.
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