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
Table of contents
- Synopsis
-
Current status
- Simandou Blocks 3 & 4 (Rio Tinto 45.05%):
- Simandou Blocks 1 & 2 (SMB-Winning – Winning Consortium Simandou):
-
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 1 images and tables including:
- Simple scenario analysis
What's included
This report contains:
Other reports you may be interested in
Global iron ore strategic planning outlook – Q2 2024
Downward trajectory of iron ore prices due to structural decline in Chinese demand
$10,000Global iron ore investment horizon outlook – Q4 2023
Iron ore mining investments will contract, product mixes shift, and the push to reduce carbon emissions will drive investment allocations.
$10,000Global iron ore short-term outlook December 2023
Iron ore price resilience persists
$5,000