Insight
Simandou project – a force to reckon with
Report summary
Recent cooperation agreement to develop the Simandou's infrastructure potentially marks a turnaround point for the iron ore project. However, numerous risks exist that are likely to disrupt progress and push timelines back and forth. At this stage, Simandou remains a “non-base case” project in our supply/demand analysis, but this insight looks at the implications of Simandou's recent developments on the iron ore market.
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