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  • Commodity Market Report

    Global metallurgical coal long-term outlook H1 2018: Price strength continues

    • 20 June 2018

    With China supporting its domestic coal prices and a strong steel market, we have extended our view of solid prices through 2021.

    $6,750.00

    Summary

    China is expected to keep supporting strong coal prices to allow coal companies to deleverage. Steel reforms there have led to higher capacity utilization rates and greater demand for high-quality coking coals. These factors will mean more stable demand for seaborne coals. As a result, we extended the period of strong pricing to 2021 - before it falls closer to marginal costs. The long-term outlook is dominated by demand growth in India and the need for projects to come online to meet demand.

    What's included

    This report contains

    • Document

      Global metallurgical coal long-term outlook H1 2018: Price strength continues

      PDF 238.68 KB

  • Asset Report

    Karara Phase 1 iron ore mine

    • 20 June 2018

    Ansteel has stated it is no longer able to continue funding Karara which puts the operation in jeopardy.

    $1,350.00

    Summary

    Karara is a magnetite mine in the Midwest region of Western Australia. The project was developed by Karara Mining Limited; a 50:50 joint venture between Gindalbie Metals, a listed Australian mining company  and Chinese steelmaker Anshan Iron and Steel (AnSteel), which also has an offtake agreement for 100% of production over the life of the mine. Karara Phase 1 has a concentrate capacity of 8.8Mtpa. In early 2016, Ansteel stated that it was no longer able to provide funding support for Karara putting the continuation of mining in jeopardy.

    What's included

    This report contains

    • Document

      Karara Phase 1.xls

      XLS 313.50 KB

    • Document

      Karara Phase 1 iron ore mine

      PDF 3.85 MB

  • Insight

    China zinc mine consolidation will maintain output growth

    • 24 July 2018

    Quantify the impact from the tightening of environmental and safety standards, and analyse the consolidation of China zinc mine industry.

    $1,050.00

    Summary

    Chinese authorities have taken an increasingly stringent stance on zinc mining since 2015 in an attempt to raise the environmental and safety standards of mine operation. Further ongoing inspections could continue to hinder output growth, restricting the potential for closed mines to restart. In this insight, we have quantified the impact from the tightening of environmental and safety standards. Such impact has resulted in industry consolidation and a change in dynamics between small and large-scale mines. We also look at future projects and analyse how consolidation might prove to be a driver for output growth.

    What's included

    This report contains

    • Document

      China zinc mine consolidation will maintain output growth

      PDF 292.51 KB