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Vale and Fortescue Metals - potential blending/distribution agreement


Vale and Fortescue Metals - potential blending/distribution agreement

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.

What's included?

This report includes 1 file(s)

  • Vale and Fortescue Metals - potential blending/distribution agreement PDF - 969.23 KB 2 Pages, 0 Tables, 1 Figures

Description

This Iron Ore Inform report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

We provide unique in-depth analysis of the metals supply industry so you can make confident strategic decisions.

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