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Metals reports
China economic focus July 2024: takeaways from the third plenum
In the July China economic focus, we discuss the key macroeconomic and commodity market takeaways from the Third Plenum. China will focus on develo...
China's Steel Exports: A Short-lived Boom
China removed the VAT rebate on steel exports in 2021, aiming to discourage exports and align with carbon emission reduction goals. Despite this po...
Várzea do Lopes iron ore mine
Várzea do Lopes is a mid-sized surface mine owned and operated by Gerdau located in the Quadrilátero Ferrífero (QF) region of Minas Gerais state, B...
Where is India’s economic policy heading after the election?
• We expect India to continue prioritising the infrastructure and manufacturing sector for the next five years, following the swearing in of Narend...
Value-in-use iron ore costs Q2 2024
The average global value-in-use (VIU) iron ore cost for Q2 2024 is US$59.5/t (62% Fe fines basis, CFR China). This is up 3.5% compared to the last ...
Pering Restart zinc mine
The Pering deposit was closed by BHP in 2003 as a result of low metal prices and was subsequently sold to Minéro Zinc in 2008. A definitive feasibi...
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