Global Iron Ore Long-Term Outlook Q1 2018 - Supply & Demand Analysis and Price Forecasts to 2040 - ResearchAndMarkets.com

DUBLIN--()--The "Global Iron Ore Long-Term Outlook Q1 2018" report from Wood Mackenzie has been added to ResearchAndMarkets.com's offering.

The Global Iron Ore Market Long-term Outlook provides detailed supply and demand analysis and price forecasts for the iron ore market to 2040.

The iron ore market is entering a cyclical downturn with the low point occurring in 2019 (price forecast: $62/t CFR). Breakeven analysis suggests a medium term "floor price" of $50-55/t CFR but we peg our forecast above this level to reflect a committed approach to supply side discipline and value maximisation over growth.

Margin compression is inevitable but the transition towards a quality based multi-tiered pricing structure means that suppliers of high grade sinter fines and concentrates will fare relatively well, while suppliers of low grade sinter fines will need to continue offering heavy discounts.

Key Topics Covered

  • Executive summary
  • Demand update: what's changed?
  • Demand update: key swing factors
  • The pace of investment in Chinese infrastructure
  • Scrap use and Chinese EAF capacity growth
  • A global focus on productivity
  • Supply update: what's changed?
  • Supply update: key swing factors
  • Vale's strategy
  • Simandou
  • Chinese domestic iron ore production
  • Price forecast
  • Demand
  • Overview
  • Asia
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Other Asia
  • Europe
  • EU28
  • Turkey
  • CIS
  • Russian Federation
  • Ukraine
  • North America
  • United States
  • Mexico
  • Canada
  • South America
  • Brazil
  • Other South American countries
  • Africa
  • Australia
  • Middle East
  • Supply
  • Overview
  • The outlook to 2020: a further upward adjustment to exports
  • The outlook post-2020: small upward adjustment to exports
  • Key changes to global export forecast
  • Australia
  • Brazil
  • Asia
  • Africa
  • Asia
  • Europe
  • CIS
  • North America
  • South America
  • Africa
  • Supply-demand balances
  • Overview
  • Short term outlook (revised up):
  • Medium term outlook (revised down):
  • Long term outlook (no change - but positive price risk):
  • Upside risk:
  • Downside risk:
  • The Medium Term Outlook to 2020
  • What's changed?
  • Iron ore costs and prices - the medium term view

For more information about this report visit https://www.researchandmarkets.com/research/7gc2qb/global_iron_ore?w=4

Contacts

ResearchAndMarkets.com
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
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For GMT Office Hours Call +353-1-416-8900
Related Topics: Iron and Steel

Contacts

ResearchAndMarkets.com
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
Related Topics: Iron and Steel