Insight
Iron ore: points to watch in 2019
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The global iron ore industry starts 2019 in surprisingly good shape. Despite all the rhetoric over a China hard landing, escalating trade tensions, and a steel profitability squeeze, iron ore prices are holding comfortably above $70/t CFR with little if any evidence of margin compression. But given the high level of economic and geopolitical risk around the world, there will be bumps along the way. In this note we highlight some key issues for iron ore in 2019.
Table of contents
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Executive Summary
- Will steel margins continue to support iron ore price spreads?
- Pellet feed projects - how much, how soon?
- Changes to pellet price discovery
- Vale's flexible production potential: will they go beyond 400 Mtpa?
- The return of Indian imports - blip or trend?
- Can marginal producers continue to keep costs down?
Tables and charts
This report includes the following images and tables:
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Iron Ore: 2018 scorecard
What's included
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