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Vale and Fortescue Metals - potential blending/distribution agreement

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Report summary

We believe the blending of Vale and FMG ore is the key driver of this potential tie-up, rather than the option for Vale to take a stake in FMG. Vale's high-grade iron ore products are at risk of not meeting the requirements of Chinese steel mills, the world's largest consumers of iron ore, and not commanding the price premium it deserves. If Vale can reduce (in percentage terms) the Fe content of its product by less than it reduces its realised price there should be gains that can be shared between the two companies.

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    Vale and Fortescue Metals - potential blending/distribution agreement

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  • Vale and Fortescue Metals - potential blending/distribution agreement

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  • Seaborne export iron ore cost curve

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