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Iron ore: ten points to watch out for in 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.

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This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

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  • 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?
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