Insight
Simandou or Siman-don't ?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
As Guinea approaches a tense presidential election on 18 October, and the fate of the prized Simandou iron ore deposits hangs in the balance, Wood Mackenzie teams up with sister company Verisk Maplecroft to provide our take on the road ahead. With the Rio Tinto and SMB-Winning consortiums, respectively holding the South and North concessions, adamant about moving ahead with their projects, questions remain about how they might achieve this elusive feat.
Table of contents
- Synopsis
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Current status
- Simandou Blocks 3 & 4 (Rio Tinto 45.05%):
- Simandou Blocks 1 & 2 (SMB-Winning – Winning Consortium Simandou):
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The market case for (and against) Simandou
- Base Case:
- Base case plus Simandou:
- Scenario 1 (low Indian imports):
- Scenario 2 (high Chinese imports):
- Summary
Tables and charts
This report includes the following images and tables:
- Simple scenario analysis
What's included
This report contains:
