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Why Is Iron Ore Defying Gravity?
Why s iron ore defying gravity? This is the question I was asked over the weekend. My answer? I don’t see it as defying gravity at all. Oscillating wildly, certainly, but defying gravity? No! The trend in my opinion is definitely consistent with gravity laws- down! The benchmark of 62.5% fines increased to $81.2/tonne earlier […]
Iron Ore Prices To Remain Below $50/tonne
The iron ore marketing remains in oversupply. The combination of a weak steel demand, the commissioning of new low cost capacity and the reservations among high-cost producers to shut down operations continues to plague the market. Producers did try and cut costs at the beginning for the year and attempt to destock, but unless demand […]
Analysis of New Rare Earth Entrant
Overview Our client was establishing a rare earth operation. However, before investing in a separation plant, they wanted to sell an intermediary mixed concentrate product in order to realise cash sooner. Core Consultants was brought in to understand whether there was a market for a mixed rare earth concentrate. Methodology We used a combination of […]
Commodity Focus: Update On The Iron Ore Market
The iron ore market is expected to be in surplus for the next few years and possibly even the next decade. A number of factors are expected to contribute to this surplus. These include: A number of Australian miners have indicated their intentions to expand production. This includes BHP which intends to increase its export capacity […]