Credit Suisse Asian Investment Conference

Credit Suisse Asian Investment Conference. March 2018. ... China's Iron Ore Supply CFR Costs (including royalties ocean freight) Maintaining position on the cost curve. 2012. 2018 (projected) Source: Metalytics – October 2017. 8. Financial performance. 10 US681m NPAT US892m. Cash on …

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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 …

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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 …

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Goldman Sachs likes iron ore nearterm ... Business Insider

Goldman Sachs likes iron ore nearterm 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 ...

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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 lowgrade producers in India, Iran and Australia. The broker calculates that, at US50/t, up …

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Material Matters: Coal, Iron Ore Base Metals FNArena

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 US85/t out to mid 2020 and then slide as a surplus builds.

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CREDIT SUISSE INVESTOR CONFERENCE KOSTYANTIN …

CREDIT SUISSE INVESTOR CONFERENCE KOSTYANTIN ZHEVAGO, CEO SEPTEMBER 2018. ... Significant resource base Premium iron ore product: 65% Fe pellets ... delivered north China) it allows all mines to be compared on a cost curve on a likeforlike basis. This also means that by subtracting the

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Dry Bulk Sector Outlook TradeWinds

Dry Bulk Sector Outlook ... also looked at Chinese domestic iron ore production – while the cost curve was in the ... Credit Suisse estimates Source: Arrow, Clarksons, Credit Suisse estimates

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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 US85/t out to mid 2020 and then slide as a surplus builds.

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Longterm iron ore price modeling: Marginal costs vs ...

Longterm iron ore price modeling: Marginal costs vs. incentive price. ... The diesel oil consumption plays a vital role in the scenario of cost reduction in iron ore production and a deeper analy ...

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Credit Suisse tips iron ore, coking coal price bonanza

May 15, 2019· Iron ore is not the only steelmaking ingredient tipped to enjoy bumper prices, Credit Suisse believes coking coal prices will also stay strong on the back of …

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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

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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.

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Credit Suisse: Sell miners on EM hard landing MacroBusiness

Jun 28, 2018· Via Damien Boey of Credit Suisse today: ... Iron ore prices are around fair value, as higher freight, oil low grade discounts lift steepen the cost curve…

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Cliffs Natural Resources: In A Deep Hole Cleveland ...

Aug 26, 2013· In Cliffs Natural conference call they estimated 137/t ironore cost (current price 138/t and down 11% from last year), while Morgan Stanley estimates ironore to fall to 117/t in 2014. Once ...

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Is rust forming on the Iron Giant? Stefan Hansen | Livewire

We still believe the marginal cost of the higherend of the global cost curve will dictate the longerterm level for iron ore prices and it seems the fallout from events in Brazil will do little to change this view. Yes, costs will likely increase but should only act to lift the lowend of the cost curve.

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Longterm 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 ...

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jp morgan iron ore cost curve"" BINQ Mining

Jan 01, 2013· iron ore cost curve – Grinding Mill China. Here’s a more recent estimate of the iron ore cost curve, courtesy of JP Morgan: So, the sub120, …Iron Ore Cost Curves for sale through InfoMine eStore. »More detailed

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LatAm Metals Mining

Iron Ore Cost Curve as of 2012 (2016 outlined) Source: Bloomberg, Credit Suisse Estimates and Woodmac 140 US per dry metric tonne 120 100 80 60 40 20 0 0 200 400 600 800 XXXXXXXXXXXX Reported Cash Cost (FOB) AllIn Cash Cost (FOB) AllIn 62% IODEX equiv (CFR)

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Watch the Curve For Iron Ore's Spring Promise Bloomberg

Nov 01, 2017· In Singapore, SGX AsiaClear iron ore futures paint a different picture as the forward curve is almost flat through to midyear, then slopes downward with …

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Global iron ore cost summary | Wood Mackenzie

The higher cost was caused by an average US2/tonne increase in ocean freight costs and a small rise in royalty costs on the back of higher iron ore prices. C1 costs (ie, costs excluding royalties and ocean freight) for seaborne suppliers actually fell 5% compared with 2017.

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Global iron ore cost curve steepens as lowgrade discount ...

May 22, 2017· Global iron ore cost curve steepens as lowgrade discount persists. Tess Ingram Reporter. May 22, 2017 — Share.

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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 Ore …

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North American Iron Ore Review 4 ...

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 year view over half of MT’s iron ore …

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Credit Suisse Investor Presentation Ferrexpo

Credit Suisse Investor Presentation September 2013. Disclaimer This document is being supplied to you solely for your information and does not constitute or form part of any offer or invitation or inducement to sell or issue, or ... – Globally competitive on iron ore concentrate cost curve

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What Are Analysts Predicting for Iron Ore Prices in 2018 ...

Credit Suisse (CS), on the other hand, upgraded its iron ore price forecasts for 2018, 2019, and 2020. CS analyst Matthew Hope upgraded prices on a more positive outlook for China and exChina ...

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MINASRIO INTERNATIONAL MEDIA VISIT 2015

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. MinasRio shown at full production. Lower Half of ...

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LatAm Metals Mining

Iron Ore Cost Curve as of 2012 (2016 outlined) Source: Bloomberg, Credit Suisse Estimates and Woodmac 140 US per dry metric tonne 120 100 80 60 40 20 0 0 200 400 600 800 XXXXXXXXXXXX Reported Cash Cost (FOB) AllIn Cash Cost (FOB) AllIn 62% IODEX equiv (CFR)

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Why Credit Suisse’s Top Metals Mining Picks Have 30% to ...

Jan 17, 2017· A new Credit Suisse report takes a positive stance on some key players in the metal and mining industries. Overall the firm sees improving apparent demand trends, accelerating global growth ...

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US, China trade war to send iron ore prices tumbling as ...

Iron ore has rapidly fallen into a bear market as worries about a trade war between the US and China add to concerns about expanding supply and cutbacks in China's steel industry. Prices have ...

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Credit Suisse AIC Conference 2017

Credit Suisse AIC Conference 2017 . Important Notice ... China's Iron Ore Supply CFR Costs (including royalties ocean freight) Moving down the global cost curve ... of iron ore Create low cost growth options Leverage skills and culture Exploration and early stage development

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Credit Suisse tips iron ore, coking coal price bonanza

May 15, 2019· Ironore stockpiles in China declined by 15 million tonnes in April, and Credit Suisse said if that depletion rate continues, ironore scarcity and …

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Iron ore price: It's all about grade now

Jun 30, 2014· Iron ore is down 30% this year and after a relatively quiet 2013, market volatility is back with a vengeance. The market was jolted on March 10 this year, when iron ore …

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