Insight

Iron ore: ten points to watch out for in 2014

22 January 2014

This report is currently unavailable

Contact us

Submit your details to receive further information about this report.

First name
Last name
Job Title
Company
Email
Telephone

Region

Message

Consent

Please keep me informed about Wood Mackenzie products, services and events.

For details on how your data is used and stored, see our Privacy Notice.

- Available as part of a subscription
- FAQ's about online orders

22 January 2014

Iron ore: ten points to watch out for in 2014

Report summary

In this note we take a step back from the big global themes and focus on ten iron ore specific issues that we believe warrant attention in 2014: China’s environmental challenge; price responsiveness of Chinese iron ore production; return of the “quality premium”; corporate strategy; funding risk; technical risk; shale gas; west Africa; Indian exports; Iranian exports.

Executive summary
- Risk 1: China’s environmental challenge – a serious threat to iron ore?
- Risk 2: The price responsiveness of Chinese iron ore production.
- Risk 3: Return of the quality premium – positive for suppliers of lump and pellet, but for how long?
- Risk 4: Corporate strategy – will the majors stick with their quest for value not volume?
- Risk 5: Funding – where’s the money coming from?
- Risk 6: Technical and cost challenges associated with potential new sources of concentrate supply.
- Risk 7: Shale gas - its impact on DRI and DR-pellets.
- Risk 8: West Africa – losing its game-changer status.
- Risk 9: Indian exports – government policy holds the key.
- Risk 10: Iran – have exports peaked?