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Insight

Value-in-use iron ore costs Q2 2025

Q2 2025 iron ore value-in-use adjusted costs are up 5.3% compared to last quarter, and margins decrease to 41% in Q2 2025.

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Insight

The impact of 50% tariffs on US steel

US 50% steel tariffs redraw trade flows. We assess the impact on demand, production, and top exporters. No partner is immune.

$1,050
Insight

Iron ore pricing: Market evolution update

New 61% Fe index: Addressing shifting ore grades and market dynamics

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Türkiye's Strategic Role in the Evolving Global Stainless Steel Landscape

Türkiye’s role as a trade gateway reshapes global stainless steel markets amid rising Asian import pressures.

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Metals markets reports

Commodity Market Report

Global steel metals long-term outlook 2026 - SY test new RI 3Aug 2026

Global steel market outlook Weak Chinese demand and policy-supported Western supply drive regional price divergence Global crude steel production e...
Insight

RITM0073871 SY test report new RI Lens Iron Ore Discovery Subscribers

RITM0073871 SY test report new RI Lens Iron Ore Discovery Subscribers RITM0073871 SY test report new RI Lens Iron Ore Discovery Subscribers RITM007...
Insight

Anglo Teck Merger

Anglo American and Teck Resources' proposed nil-premium merger would create a copper-focused mining giant targeting one million tonnes per annum of...
Insight

Grasberg mine incident tightens already constrained copper market

A mudflow at Grasberg Block Cave on 8 September trapped seven workers, with the sensitive recovery of two bodies confirmed as of writing. Incident ...
Insight

Value-in-use iron ore costs Q3 2025

The average global value-in-use (VIU) iron ore cost for Q3 2025 is US$59.8/t on a 62% Fe fines, CFR China basis. This cost is up 2.2% from Q2 2025 ...
Insight

Why Chile’s costs matter for global copper development

Chile, which accounts for approximately 24% of global copper mine production, remains the world's leading copper producer. Its copper industry unde...

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