Insight

Value-in-use adjusted iron ore costs Q2 2019

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05 June 2019

Value-in-use adjusted iron ore costs Q2 2019

Report summary

The soaring iron ore price, which briefly exceeded US$100/tonne (62% Fe fines, CFR China) in May, combined with stable costs is seeing the iron ore industry enjoy very strong margins. Globally, we estimate average cash margins of 60% in Q2 2019, which are the highest since we began publishing this insight in 2013. The Excel download associated with this report provides mine-by-mine and company VIU adjusted costs. As well as our full China cost curve on a VIU adjusted basis.

Table of contents

  • Executive summary
  • Vale outages causing large movements in impurity adjustments
  • Chinese supply responding to higher prices
  • Value-in-use assumptions

Tables and charts

This report includes 8 images and tables including:

  • 2019 Value-in-use adjusted cost curve (CFR China, 62% FE fines equivalent)
  • VIU adjusted cash cost by country (CFR China)
  • VIU adjusted cash cost by percentile (CFR China)
  • Cash operating margins
  • Impurity adjustments
  • Seaborne iron ore cash costs by operator (CFR China, unadjusted for quality)
  • Seaborne iron ore cash costs by operator (CFR China, VIU adjusted)
  • 2019 China value-in-use adjusted cost curve (62% Fe fines equivalent)

What's included

This report contains:

  • Document

    China_delivered_VIU_adjusted_costs_Q2 2019.xls

    XLS 1.46 MB

  • Document

    Value-in-use adjusted iron ore costs Q2 2019

    ZIP 1.14 MB

  • Document

    Value-in-use adjusted iron ore costs Q2 2019

    ZIP 1.14 MB

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