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Ghana and Burkina Faso research trip: key takeaways
Wood Mackenzie was in Ghana and Burkina Faso on our latest research trip to the region. We met key producers - both major established miners and em...
How is the pandemic impacting India’s bulk commodities outlook?
Growth in Indian steel production and demand has been paused in Q2 2021 due to massive second wave of pandemic. Oxygen crisis in the country has fu...
Industrial downsizing: How can China address overcapacity in steelmaking?
According to Wood Mackenzie's forecast, China's crude steel production will fall from 1,018 Mt in 2022 to 798 Mt by 2050, leaving up to 220 Mt of p...
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...
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 ...
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...
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