Insight
Iron Ore - what to expect from 2013.
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Report summary
In this note we summarize our views on the iron ore market for 2013 and highlight some of the key points to watch.
Table of contents
- Key demand side issues:
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Key supply side issues
- Timing of Australian expansions: the key to global trade in 2013.
- Brazil: another tough year for developers.
- Canada: unlocking the Labrador Trough - but not just yet!
- Indian exports: no respite in sight.
- Africa: an emerging (but challenging) iron ore hub.
- Chinese domestic ore production: progressively squeezed out (from 2014).
- Price Outlook
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