Commodity Market Report

Global iron ore long-term outlook Q2 2018

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29 June 2018

Global iron ore long-term outlook Q2 2018

Report summary

The net result of Q2-18 supply/demand revisions is a tighter seaborne market in 2018 than previously thought. We see a significant risk of this year's tightness flowing through to 2019. From 2020 onwards the reverse is true; upward adjustments to supply forecasts exceed those to demand and the implied seaborne balance is less tight than previously thought. We have raised our price forecast for 2018/19 by an average of 5%: 2018 = $67/t (was $66/t); 2019 = $66/t (was $62/t). Changes to price forecasts post-2020 are negligible.

Table of contents

    • Key Points
    • Demand: what's changed?
    • Supply: what's changed?
      • Key changes to our supply forecasts are:

Tables and charts

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What's included

This report contains:

  • Document

    Global iron ore markets long-term outlook data 2018 Q2.xls

    XLS 1.18 MB

  • Document

    Iron Ore Q2 2018.pdf

    PDF 1.24 MB

  • Document

    Global iron ore long-term outlook Q2 2018

    PDF 168.81 KB

  • Document

    Global iron ore long-term outlook Q2 2018

    ZIP 1.68 MB

  • Document

    Executive summary

    PDF 96.48 KB