Commodity Market Report

Global iron ore long-term outlook Q4 2018

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What’s inside?
You'll get in-depth analysis of global iron ore markets, including the factors that are likely to have the greatest influence on supply and demand.

This report also comes with detailed charts and data sets such as this one, which forecasts Chinese steel demand out to 2035.

Changes to Chinese Steel demand

What’s changed since our last report?

The big story for this quarter is our more bullish view on Chinese steel demand which feeds directly through to seaborne iron ore. This drives an upgrade to our long-term iron ore price assumption for 62% Fe sinter fines from $60/t CFR to $65/t CFR (real 2018 USD) effective from 2025.

The other big change relates to India. We expect India's transition from net exporter to net importer of iron ore to occur sooner than previously thought.

05 March 2019

Global iron ore long-term outlook Q4 2018

Report summary

Our Q4 2018 iron ore markets update is now available on the Wood Mackenzie portal. We have a more bullish view on Chinese steel demand which feeds directly through to seaborne iron ore. This drives an upgrade to our long term iron ore price assumption for 62% Fe sinter fines from $60/t CFR to $65/t CFR (real 2018 USD) effective from 2025. View the slide deck to catch up on the key changes this quarter.

Table of contents

  • Long term structural developments continue to favour demand for high grade iron ore.

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document

    Global iron ore markets long-term outlook data 2018 Q4.xls

    XLS 1.24 MB

  • Document

    Global iron ore long-term outlook 2018_Q4.pdf

    PDF 1.22 MB

  • Document

    Global iron ore long-term outlook Q4 2018

    ZIP 1.54 MB

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