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Iron ore blend calculator – Virtual blend analysis
We forecast a widening of the iron ore quality differentials driven by an increasing preference for high-grade ore. The continued focus on environm...
It’s déjà vu as China experiences more aluminium smelting power shortages
After experiencing unprecedented power constraints and capacity suspensions in 2021, China is again plagued by power shortages. Since July, Sichuan...
Pre-LME Week 2021 Aluminium briefing
This time of year would normally see those involved in the mining, processing, financing and selling of Base Metals converging on London. Akin to t...
Iron ore breakeven prices 2009-2025
Average seaborne iron ore breakeven prices have fallen to US$30/tonne (CFR China, 62% Fe fines basis) in 2016, a 16 % reduction compared with last ...
Will the lifting of sanctions benefit Iran's iron ore industry?
We estimate average cash costs for Iranian iron ore concentrate exports of US$50.50/tonne (FOB vessel), which is approximately breakeven at 2016 pr...
Coronavirus impact briefing: week ending 24th April
Energy and natural resources sectors are having to deal with the combined forces of the coronavirus pandemic, the oil price crash and an impending ...
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