Commodity Market Report
Global iron ore 10-year investment horizon outlook – Q3 2022
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Iron ore mining investments will contract by 35-40% during 2022-2032 when compared to 2011-2021 driven by contraction in Chinese iron ore demand as well as ample low cost supply availability from iron ore majors. However, the industry will witness a structural shift towards high-grade ore and forward integration as investors and demand preferences favour these products. Push for zero carbon mines will also translate into spurt in investments in the later half of the current decade. We foresee sustainability capex to account for 8-10% of industry's investments through 2022. A key challenge for suppliers of seaborne iron ore over the next 10+ years is how to adapt to a market that is on the verge of going ex-growth but with increasingly stringent quality requirements to meet the needs of steel decarbonisation.
Table of contents
-
Global iron ore investment horizon outlook to 2032
- Demand:
- Supply:
- Price
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Asset Report
Huayou Nickel Cobalt HPAL nickel operation
A detailed analysis of Huayue Nickel and Cobalt HPAL nickel operation
$2,250
Insight
China economic focus August 2025: navigating a slowdown with policy supports
The Chinese government seeks more balanced growth through economic policy
$1,150
Asset Report
Poços de Caldas (CBA) bauxite mine
A detailed analysis of the Poços de Caldas (CBA) bauxite mine.
$2,250
