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Royalty increases in Brazil: a renewed burden for iron ore miners' cost competitiveness
Brazil's new mining code may finally leave paper in 2018. The so-called Novo Marco Regulatório da Mineração is set to be “forwarded to Congress for...
Russia-Ukraine conflict: are metals and mined commodity price spikes justified?
The Russia-Ukraine conflict has plunged M&M markets into a state of peak uncertainty. Despite a lack of broad government-led sanctions on specific ...
Simandou project – a force to reckon with
Recent cooperation agreement to develop the Simandou's infrastructure potentially marks a turnaround point for the iron ore project. However, numer...
Singapore Ferrous Week - Steel Value Chain Briefing
On 22nd July, Wood Mackenzie hosted a briefing at our Singapore office. We presented the outlook for iron ore and metallurgical coal supply and dem...
All change, no change as LME bans new Russian aluminium
The LME’s ban on accepting Russian primary aluminium produced after 13 April has seen the exchange price jump by over US$200/t. The new rules, desi...
Alumina market review: everything that can go wrong…
Rio Tinto has declared force majeure on third-party contracts for alumina exported from its refineries in Queensland, Australia. An incident at Jem...
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