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Yet another move to curb Chinese steel production. Will it work?
On 28 April, the Chinese government announced a reduction on export tax rebates for certain steel products in an effort to deter exports, reduce st...
Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
Yunnan relies on hydroelectric plants to generate more than 80% of the province's electricity. In recent years, aluminium smelters in the province ...
Zinc mines in China: characteristics and cost drivers
China is the world’s largest producer of zinc in concentrate accounting for 40% of global supply. Typically, low labour wages, consumable and freig...
China delivered iron ore costs Q2 2016
The weighted average cost of North China delivered iron ore is US$35.9/dmt (62% Fe), US$1.3/dmt less than our Q1 2016 estimate. Global average deli...
China delivered iron ore costs Q3 2016
We have improved our method for quality-adjusting China delivered iron ore costs. We are now using value-in-use (VIU) adjustments where we adjust c...
China's closed iron ore mines unlikely to restart
Despite high iron ore prices, we do not expect closed Chinese mines to restart production. Based on costs alone, an iron ore price of US$80/tonne i...
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