Global iron ore long-term outlook Q1 2019
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Why buy this iron ore report?
You'll get in-depth analysis of the dynamics influencing the global iron ore markets in the short and long term.
We unpack the impact of the recent production cuts in Brazil on supply, iron ore demand and pricing. We also identify key risks that could pose a threat to our long-term view.
What key questions does this iron ore analysis report answer?
- How recent iron ore production cuts in Brazil will impact supply, iron ore demand and pricing over the next five years.
- How long will China remain the dominant player in the iron ore market?
- When do we think India will take over the baton as the main driver of growth?
Report summary
Table of contents
- Key "swing factors" that could significantly impact the long term view:
-
Overview
- China – domestic production and scrap use will offset tightness in 2019 seaborne supply
- India – consumption growth will not impact the seaborne market until the mid to late 2020s
- EU28
- Japan
-
Asia
- China
- China's hot metal production revised upwards
- Scrap demand revised up more as hot metal growth lags behind steel
- Iron ore demand to increase
- Capacity
- Blast furnace capacity utilisation to improve in the medium term
- Hot metal capacity to increase 11 Mt net in the contestable market in 2020-25
- Risks
- 11 more item(s)...
-
Europe
- EU28
- Turkey
-
CIS
- Russia
- Ukraine
-
North America
- United States
- EAF production will continue to dominate the industry
- Changing metallics demand
- Mexico
- Canada
-
South America
- Brazil
- Other South American countries
-
Oceania
- Australia
-
Middle East and Africa
- Iran
- Algeria
- South Africa
-
Overview
- Key changes to our forecast
- Australia
- Brazil
- Asia
- Africa
-
Developments in the world's major seaborne suppliers
- Australia
- Brazil
- Vale
- Africa
- South Africa
- West Africa
- Canada
- Ukraine/Russian Federation/Kazakhstan
- 5 more item(s)...
-
Key supply side developments in China and India
- China
- Domestic supply to rise in 2019
- More pellet capacity approved – trend towards cleaner grate kilns
- India
- 2 more item(s)...
Tables and charts
This report includes the following images and tables:
- Europe: key demand forecast data
- CIS: key demand forecast data
- North America: key demand forecast data
- South America: key demand forecast data
- Brazil is the dominant consumer of iron ore in South America, by some margin
- but is only responsible for 2% of global iron ore consumption and sources ore domestically
- Middle East: key demand forecast data
- Iron ore production and exports by major country
- Share of global exports by country
- Share of global exports by company
- Key demand forecast data
- Global consumption of iron ore by product
- 34 more item(s)...
What's included
This report contains:
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