Insight
Metals & Mining Snapshot: The ferrous sector continues to intrigue
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
In this month's snapshot we continue to look at the iron ore, steel and met coal markets as global trade, Chinese environmental policy and capacity restrictions take centre stage. In the US, trade restrictions and retaliatory measures from the rest of the world have unsettled the market, while the "Blue Skies" environmental policy in China has changed the nature and volume of bulk commodity imports.
Table of contents
- Metallurgical coal – a volatile outlook
- Iron ore – Blue skies in Beijing
-
Steel
- The main story this month is Tangshan closures in China, while US mills are primed to increase utilisation and re-open capacity amidst trade restrictions.
- China demand upside amidst supply curtailments
Tables and charts
This report includes the following images and tables:
- Beijing air quality (LHS) and domestic Chinese concentrate production (RHS)
- Chinese steel production surged while stocks trend lower
What's included
This report contains:
Other reports you may be interested in
Insight
Webinar: Corporate Metals & Mining - The end of capital discipline in mining?
On Wednesday 26 March, we held a webinar to discuss how capital allocation strategies are diverging in mining.
$1,050
Insight
Lens M&M : Evaluating the Operational and Economic Potential of a Collahuasi-QB2 Tie-up
Using M&M Lens to analyse potential value of a tie-up between QB2 and Collahuasi,
$1,050
Insight
Analysing Boliden's acquisition of Neves-Corvo and Zinkgruvan through Lens Metal and Mining
We take you through some of the rationale behind this acquisition using our Assets Discovery capabilities.
$1,050
