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US to roll out duties on Chinese imports of aluminium foil
On 8 August, the US Department of Commerce (DOC) announced its preliminary decision to impose an anti-dumping duty on aluminium foil imports from C...
The aluminium incentive price and the impact of carbon emissions and new technologies
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
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 ...
Iron ore project review 2017
This year has seen 120Mt of capacity added to the iron ore market, the most since 2013. Vale's Carajas Serra Sul (S11D) project with capacity of 90...
Iron ore: 5 things to look for in 2017
For iron ore 2017 could be a mirror image of 2016. Prices will start the year high and finish low. But the balance of risk is tilting towards anoth...
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
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