Insight

Iron ore: ten points to watch out for in 2014

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Submit your details to receive further information about this report.

  • An error has occurred while getting captcha image

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.

What's included

This report contains

  • Document

    Iron ore: ten points to watch out for in 2014

    PDF 482.96 KB

  • Document

    Iron ore: ten points to watch out for in 2014

    ZIP 538.11 KB

Table of contents

    • 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?

Tables and charts

No table or charts specified

You may be interested in

    
            
            
            
            
            
            
            
            
            
            
            
            
            
            
    

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898