Iron ore: what to look for in 2016



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Report summary

Weak demand and persistent deflationary pressure pose downside risk to iron ore in 2016. The latest fall in crude oil and ongoing weakness in producer currencies could erode cost support below our base case and prevent any meaningful price recovery in a market characterised by excess supply capability and stagnant demand. In this Insight we highlight some key themes and risks for iron ore in 2016.

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  • Document

    Iron ore: what to look for in 2016

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Table of contents

Tables and charts

This report includes 4 images and tables including:


  • Chart 1: Rising share of the majors
  • Chart 2: Price related closures
  • Chart 3: Iron ore prices: 62% Fe vs. 58% Fe
  • Chart 4: FMG realised price

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