Iron Ore Cost Curves - Credit Suisse
attention is likely to focus on the cost curve, and the role it plays in supporting the iron ore price. This report explores the subject in some detail. Exhibit 1: Global Cost Curve, 2013 Estimate Red=Consensus 2013 price, Blue=Credit Suisse 2013 price, Grey=Credit Suisse 2012 cost curve
Credit Suisse sees iron ore prices remaining higher for ...
Dec 08, 2017 · Credit Suisse sees iron ore prices remaining higher for longer. ... Research Analyst at Credit Suisse, who has upgraded his iron ore price forecasts not only for …
North American Iron Ore Review #4 - Credit Suisse
29 June 2012 North American Iron Ore Review #4 5 With the inclusion of 1) existing assets going from 24 to 30mtpa and 2) Baffinland, it is possible that on a five …
Global iron ore cost curve - SlideShare
Oct 06, 2016 · Global iron ore cost curve 1. Ken Research Pvt. Ltd. Global Iron Ore Cost Curve 2. Ken Research Pvt. Ltd. Global Iron Ore Cost Curve, March 2016: Key Findings • Further reduction in iron ore production cost • Principal Cause: lower average oil prices and shut down of high cost mines.
The iron ore contango: Why now? - Platts Insight
Nov 14, 2017 · The iron ore forward curve has made history in November by recording the longest period of contango* in its brief existence. On November 1, Platts assessed The Steel Index 62% Fe CFR China swaps in contango from the December strip out to Q2 2018, which has been sustained until now.
Global iron ore cost summary | stone Mackenzie
Dec 17, 2019 · Global iron ore cost summary. Report summary. 2019 has been a very good year for iron ore producers. Prices for 62% Fe fines have averaged US$93/tonne (CFR China) and operators cash margins have risen to 58%. ... 2019 Global total cash cost curve (US$/tonne) FOB / ex mine; Average total cash cost 2009-2030 (US$/tonne, nominal to 2019 and real ...
CREDIT SUISSE 2018 GLOBAL STEEL AND MINING CONFERENCE
CREDIT SUISSE 2018 GLOBAL ... Iron ore 9% Copper 14% Diamonds (De Beers) 22% PGMs 18% Asset focused strategy Quality asset diversification Balanced geographic exposure ... Cost curve position Q1 Q2 Q3 Q4 2013 Diamonds (De Beers) PGMs Met Coal Iron …
Long-term iron ore price modeling: Marginal costs vs ...
Steep 4th quartile of the iron ore supply (cost) curve leads to high price sensitivity to even small changes in demand. As noted in many reports, China is the marginal iron ore producer almost entirely occupying the highest cost 4th quartile of the iron ore cost curve and, therefore, determining iron ore price (Malanichev and Pustov, 2011 ...
Analysts’ Take on Iron Ore Prices in 2018 - Market Realist
Feb 23, 2018 · Macquarie upgraded its price forecasts for iron ore (PICK) and coal in January 2018. It revised its iron ore and steel prices on the back of improved ex-China demand and a rising cost curve.
Global Iron Ore Cost Curve - PR Newswire
Global Iron Ore Cost Curve ... This presentation and accompanying Excel data provide an iron ore cost curve for 70 mines contributing to over 90% of the seaborne iron ore market, ...
MINAS-RIO INTERNATIONAL MEDIA VISIT - 2015
Global Iron Ore Cost Curve - 2016 ($/dmt, FOB) • Minas-Rio in the 2nd quartile of the cash cost curve 250 1,250 50 750 1,500 150 200 0 0 500 1,000 2,250 100 1,750 2,000 Mt dry ore Minas-Rio Source: CRU’s estimate of FOB costs include mining, processing, transportation and general and admin. Minas-Rio shown at full production. Lower Half of ...
Watch the Curve For Iron Ores Spring Promise - Bloomberg
Nov 01, 2017 · An excavator operates among iron ore bearing rock in the open pit at the Yeristovo and Poltava iron ore mine, operated by Ferrexpo Poltava Mining PJSC, in …
Black Iron Ranked by CRU as the Lowest Cost Pellet Feed ...
May 02, 2018 · Black Iron’s Shymanivske project (the “Project” or “Shymanivske”) is ranked in the lowest position of the business cost curve for pellet feed projects currently under development; and
Global iron ore cost curves in focus - Australian Mining
Jul 01, 2016 · Timetric’s Mining Intelligence Centre (MIC) has released its global iron ore cost estimates, highlighting the costs per tonne of iron ore operations. ... Global iron ore cost curves in focus ...
Credit Suisse completes first cleared coking coal swap ...
Aug 29, 2011 · Credit Suisse today announced that it had completed the first ever cleared coking coal swap transaction via a new OTC cleared contract launched by CME Group. The development of this new contract enables steel mills to hedge their exposure to their entire floating cost spectrum and demonstrates Credit Suisse’s continued leadership in providing clients in the commodities sector with ...
Goldman Sachs likes iron ore near-term ... - Business Insider
Goldman Sachs likes iron ore near-term but says prices will fall in 2018 ... but is also driven by our expectation that China will slow credit growth and this will have a disproportionate impact ...
Cost curves | Financial Times
Jan 29, 2015 · But Macquarie, the investment bank, estimates that the top end of the iron ore cost curve has declined $30 a tonne because of deflation in the mining industry.
The Consensus and Analysts’ Estimates for Iron Ore ...
Dec 22, 2015 · The market is factoring in very low iron ore prices following the supply and demand mismatch scenario that began in mid-2014. Citigroup’s (C) …