Iron ore crash battering BlueScope in NZ

Apr 14, 2015· Steel heavyweight BlueScope Steel is burning cash in its New Zealand iron sands business and the operation could lose up to $40 million in 2015-16 if iron ore prices don't recover, Credit Suisse …

The Consensus and Analysts' Estimates for Iron Ore ...

Dec 22, 2015· Credit Suisse, on the other hand, is taking a more bullish stand at a long-term iron ore price forecast of $50 per ton. It doesn't believe that prices will remain under $40 per ton. The consensus

Credit Suisse sees iron ore prices remaining higher for ...

Dec 08, 2017· Credit Suisse sees iron ore prices remaining higher for longer. David Scutt Dec 8, 2017, 9:32 AM ... margins unwind and iron ore prices hand back rent and settle into the cost curve to put ...

How low will iron ore go? - MacroBusiness

Aug 22, 2013· Credit Suisse has a fascinating report out today on the global iron ore cost curve, where the price is likely to land in the next few years and where production is going to take a hit.

Iron Ore Cost Curves | Iron Ore | Rail Transport | Prueba ...

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Most iron ore exporters are making money at current levels ...

Mar 05, 2018· Price discounts for lower grades are beginning to impact profitability for producers higher up the cost curve. Chinese imports of low-grade, high-cost iron ore appear to be weakening.

Goldman Says Iron Ore's Going `Back to $35' as Glut Returns

Apr 21, 2016· That means iron ore is now well above the" cost curve, he said. Most-active SGX AsiaClear futures for June settlement gained to as much as …

Super bullish on India's steel companies, Credit Suisse ...

Apr 20, 2016· MUMBAI: Is the tide turning for steel producing companies? Global research house Credit Suisse (CS) turned bullish on India's steel companies and said the only risk was if demand in China disappointed or domestic trade barriers like the import duty were withdrawn. CS on Wednesday not only accorded an 'Outperform' rating on Tata Steel from an earlier 'Underperform' but even raised its ...

Analyst Actions: Labrador Iron Mines Estimates Revised At ...

Jan 17, 2013· Credit Suisse says: "$25mn equity deal helps, but much more needed; Revising Estimates." It said: "Labrador Iron Mines has announced an equity raise. ... LIM.TO needs $125-130/t iron ore …

Credit Suisse Sees Steel Prices Nearing Bottom, Downgrades ...

Mar 14, 2014·, and the iron ore price, will reverse over coming months. Unlike 2012/13 when iron ore prices rebounded to $160/t post the destock, we see the iron ore price settling at a structurally lower ...

ASX ends higher; Wesfarmers, Coles at record highs

14 · The soaring iron ore price is benefiting a number of stocks, with Fortescue Metals Group extending its record high, up 1.3 per cent to $18.74 today while Mineral Resources is …

How Are Iron Ore Miners Placed on the Cost Curve?

As there is still more low-cost supply ready to come online, the biggest such project being Vale's low-cost S11D, there is a risk of some big iron ore miner becoming a marginal producer going ...

Material Matters: Gold, Thermal And Met Coal - FNArena

Jul 08, 2020· Credit Suisse expects margins to remain under pressure for Whitehaven Coal ((WHC)) and lowers its target price to $2.25 from $3.10 while maintaining its Outperform rating. Iron ore: Material increase in demand expected. China has turned (yet again) to infrastructure stimulus in a bid to bring its economy back to life. This provides substantial ...

Material Matters: Iron Ore, Steel And Gold - FNArena

Apr 06, 2018· Iron Ore. Citi believes quality dominates among iron ore producers. Using a basic iron ore cost curve is not a particularly accurate way to compare producers and the broker takes into account a large number of of factors such as ratios of fine/lump, grades, costs, maintenance, and transport to make more meaningful comparisons.

credit suisse iron ore cost curve

credit suisse iron ore cost curve. Source Company data Credit Suisse estimates Figure 10 Iron ore price assumptions 2015 2016 2017 LT Yr Avg a Q1 a Q2 f Q3 f Q4 f Yr Avg fQ1 f real Iron ore fines 62 China CFR USt 135 121 115 105 100 110 100 95 95 90 95 95 95 90 2013 2014 Source Credit Suisse …

iron ore cash cost

Iron Ore Cost Curves - Credit Suisse. Iron Ore Cost Curves Connections Series Global Update and a Closer Look at China We expect the iron ore price to move lower in coming years as new projects from Australia and Brazil hit the seaborne market. As this happens, investor attention is likely to focus on the cost curve, and the role it plays in ...

Chinese iron ore output starts to fall

From Credit Suisse comes some good news for iron ore as marginal Chinese iron mines stay closed after winter: We expect further incremental closures to be forthcoming but do not believe there will be anything resembling a wholesale rush for the exit by domestic miners: Not all production is at the top of the cost curve.

Why Iron-Ore Prices Could Tumble - Barron's

Mar 12, 2014· Credit Suisse sees the potential for prices to hit $80-$90 per ton. ... we see potential for a near-term iron-ore price shock down to $80-$90 per ton. ... depreciation and amortization (Ebitda) by ...

Iron Ore Cost Curve 2016 - praktijkwel-zijn.nl

Iron Ore Cost Curve 2016. Australia is the worlds largest iron ore exporter and 2nd largest producer accounting for around a third of global production 1.Western australia holds just over 90 of australias identified iron ore resources and has a reputation for producing …

Material Matters: Coal, Iron Ore & Base Metals - FNArena

Oct 02, 2019· Iron Ore. Credit Suisse reduces forecasts for iron ore prices, noting increasing supply from both Brazil and Australia and potential for demand to moderate from China. The broker expects prices to remain relatively firm above US$85/t out to mid 2020 and then slide as a surplus builds.

CREDIT SUISSE 2018 GLOBAL STEEL AND MINING CONFERENCE

CREDIT SUISSE 2018 GLOBAL ... Iron ore Australia Metallurgical South Africa Thermal export Colombia Cerrejón Coal Brazil Barro Alto (Nickel) Australia / South Africa Samancor ... Cost curve position Q1 Q2 Q3 Q4 2013 Diamonds (De Beers) PGMs Met Coal Iron Ore …

Long-term iron ore price modeling: Marginal costs vs ...

Also, Pustov et al. [4] consider two approaches to forecasting long-term iron ore price: marginal cost and incentive price. They find that long-term iron ore price is significant to the project of ...

Material Matters: Outlook, Iron Ore & Copper - FNArena

Jan 16, 2019· Iron Ore. Macquarie reviews the iron ore industry's cost curve and notes costs for delivered ore have changed little. The seaborne marginal cost is still set by the low-grade producers in India, Iran and Australia. The broker calculates that, at US$50/t, up …

Fortescue battles to meet cost targets - The Australian

However, the latest cost curve from Credit Suisse, which unlike the Metalytics analysis is adjusted to reflect differences in ore quality, had Fortescue continuing to trail Rio and BHP.

Iron Ore | 2007-2020 Data | 2021-2022 Forecast | Price ...

Iron ore remained above $100 per tonne in August, trading close to highs not seen in a year, as robust steel production in China, the world's top metals consumer, has increased demand for raw ingredient iron ore. The Chinese government recently pledged to increase spending on infrastructure construction to offset the impact of the pandemic on the economy. Historically, Iron Ore reached an all ...

Iron ore: cost curve (con imágenes)

Iron Ore. Iron ore: cost curve. Iron Ore Car Loans Tonne Retirement Planning Investing China Cards Maps. ... Credit Suisse: The Chinese Economy Is A Car 'Stuck In The Snow' Winter is coming. Enrique China. Global Business Productivity China Porcelain. Average Labor cost in China (By sector), 2001 to 2011. Eric Pettersen Global Business.

Credit Suisse AIC Conference 2017

Construction and manufacturing projects support iron ore inventory levels Iron ore inventory levels Source: Bloomberg and Umetal 10 $30 $50 $70 $90 $110 $130 $150 $170 $190 $210 0 20 40 60 80 100 120 140 160 180 0 10 0 1 11 y-11 1 11 1 2 12 y-12 2 12 2 3 13 y-13 3 13 3 4 14 y-14 4 14 4 5 15 y-15 5 15 5 6 16 y-16 6 16 6 7 17 $ Mt IO Inventory ...

Cost curves | Financial Times

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. This article is part of an online ...

Steel Picks While Searching for a Price Bottom - Barron's

Oct 10, 2016· Credit Suisse We are publishing a new price deck for steel in the U.S. and are modestly lowering our medium-term views owing to the sharper-than-anticipated decline in hot-rolled sheet.

Iron ore inches higher - The Australian

Credit Suisse expects to see surplus iron ore production of around 200 million tonnes in 2018, but suggests that much of this is price-insensitive output from state-backed Chinese producers.

credit suisse iron ore cost curve - jackhiggins.co.za

Global Iron Ore Cost Curve 2016 (/dmt, FOB) • MinasRio 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 MinasRio Source: CRU's estimate of FOB costs include mining, processing, transportation and general and admin.

Credit Suisse upgrades iron ore - MacroBusiness

Credit Suisse upgrades iron ore. By David Llewellyn-Smith in Commodities, Iron ore price. at 8:30 am on October 9, 2013 | 1 comment. ... (for details, see Iron Ore Cost Curves). ...

Iron Ore Cost Curves - Credit Suisse

Iron Ore Cost Curves 3 Summary Global Iron Ore Cost Curve Review This report provides an update of the Credit Suisse Iron Ore cost curve, which we first published in December 2012 (click here). Our new forecasts are based on our analysts' latest company models. As a reminder, we feel our approach to building an iron ore cost