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Value-in-use iron ore costs Q3 2026
The average global VIU iron ore cost for Q3 2026 rose to US$67.7/t on a 62% Fe fines basis, CFR China – up 1.3% from Q2 2026 and 13.1% higher than ...
Iron Ore Reserve Depletion and Replacement Analysis
Over the past decade, the world's six major iron ore producers have drawn down their marketable reserves rather than expanded them — and the diverg...
Reports of an imminent US-Canada trade deal to halve Section 232 tariffs on aluminium
News reports suggest that a tentative trade deal between the US and Canada is likely to be formulated shortly following extended negotiations betwe...
Global steel downstream products 2026
This report evaluates downstream steel markets across flat and long products in key markets including China, India, Europe, the US, Japan, South Ko...
India's seaborne iron ore appetite: Limited scale, targeted demand
India's iron ore production has grown by 111 Mt over a decade (5.4% CAGR), yet the market is now reaching for seaborne trade: imports more than dou...
Gold majors’ capital allocation: buybacks, discipline and the growth question ahead
Gold's five majors — Agnico Eagle, AngloGold Ashanti, Barrick, Gold Fields and Newmont — are generating free cash flow on a scale that rivals the d...
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