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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...
Perspectives - Metals and Mining - May 2024
We are delighted to present the 3rd edition of “Perspectives – metals and mining” - an enhancement to the M&M product suite. The market has recover...
Iron ore energy transition outlook 2024
Steel CO2 emissions are projected to decline by 30% to 2050 in our base case, falling short of the contraction required to meet current climate goa...
Steel energy transition outlook 2024
Leading steelmakers in Europe first came together in 2016 to develop a technology for fossil-free iron and steelmaking. Fast forward to April 2024,...
Indian seaborne iron ore requires US$60/tonne price to breakeven
While the cost of mining and processing iron ore in India is low, high transport costs and a 30% export tax on high grade ore make the industry unc...
Iron ore time spreads support spot prices
The 62% Fe iron ore index has averaged $140/t so far this year. We have just raised our CY 2022 price forecast by 50% to $135/t CFR in our latest G...
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