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Iron ore: 5 things to look for in 2018

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16 January 2018

Iron ore: 5 things to look for in 2018

Report summary

Iron ore's big drivers in 2017, Beijing's supply side reforms and commitment to maintaining stable growth ahead of the Party Congress, will have a less pronounced impact in 2018 than 2017. Our price forecast for iron ore is $63/t CFR, 12% below last year's average of $71/t. But 2017 was full of positive "surprises" and risk to our 2018 forecast for Chinese steel and seaborne iron ore is currently on the upside. In this note we highlight five key issues for iron ore in 2018.

Table of contents

  • Executive summary
  • Environmental pressure to intensify
  • Steel restructuring - shutdowns and swaps
  • Supply side response to widening price spreads
  • A turning point in the investment cycle
  • Tightening industry structure but potential margin compression

Tables and charts

This report includes 1 images and tables including:

  • Iron ore: 2017 scorecard

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    Iron ore: 5 things to look for in 2018

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