Iron ore markets - long-term outlook - Q1 2021
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- What’s changed since Q4-2020?
- Price forecast revisions
- Key risks to our base case view:
-
The five-year view - what’s changed?
- Seaborne Trade
- Price Forecast
- Simplified market balance and implied clearing price:
- Price versus costs
- Premiums and discounts
- Price outlook for lump
-
Price outlook for pellets
- Past trends in pellet premia
- Future tends in pellet premia
-
The Long-Term Outlook (post-2025)
- Forecasting rationale
- What’s changed?
- Incentive price analysis
- Key swing factors that could impact the long-term view:
- Overview
- Asia
- 29 more item(s)...
Tables and charts
This report includes the following images and tables:
- Price forecast revisions (2015-2025)
- Price forecast revisions (2000-2025)
- Base case: tier 3 requirement
- High case: tier 3 requirement
- Base case: implied price
- High case: implied price
- Price and cash cost, by percentile contestable market, CFR China)
- Premium and discount for high/low grade iron ore (%)
- Premium and discount for high/low grade iron ore (US$/t)
- Iron ore lump premium
- Key demand forecast data
- China key demand data
- 49 more item(s)...
What's included
This report contains:
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