Iron ore: 5 things to look for in 2023
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Report summary
Table of contents
- 1. Unsynchronised global economic recovery: Could China’s demand surprise on the upside?
- 2. Supply tracing demand: Will we see a further acceleration of value over volume strategies?
- 3. Miners firm up decarbonisation agenda: How ambitious is it and will they be able to deliver?
- 4. CMRG’s increased control over purchasing: Will it contribute to reducing iron ore prices?
- 5. Simandou significant progress in 2022: Will it continue unabated in 2023?
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