Iron Ore Cost Curves - Credit Suisse
bearish. The Credit Suisse price deck implies deep cuts into the top end of the cost curve, that provide a more dramatic signal for excess supply to shut down. Depending on the cost curve model used, our price deck over the next few years cuts as far down as the 80-90th percentile of the cost curve. Parallel Equity Implications
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 ...
Iron ore: Long and hedge - research-doc.credit-suisse.com
RIO RIO remains at the bottom of the global iron ore cash cost curve and will deliver a greater increase in volume sales in the next 3 years vs Vale, and will decrease its earnings exposure to iron ore (RIOs EBITDA exposure to iron ore will decrease from the current 75% to 66%, vs Vales exposure moving from 89% to just below 80% in 2016E).
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 …
CS: Stay long iron ore - MacroBusiness
May 18, 2020 · Chinese yield curve steep, while credit impulse strong. Yield curves, defined as the spread between long-term bond yields and short-term interest rates, …
Material Matters: Outlook, Iron Ore & Copper - FNArena
Jan 16, 2019 · December quarter is historically strong for Australian exports and buoyant iron ore prices continue to drive momentum in the major iron ore producing stocks. Prices now centre on US$73/t. Credit Suisse expects prices may hold up at around US$70-$75/t during the current quarter, as Chinas steel output has been surprisingly strong and port stocks are depleted.
North American Iron Ore Review #4 - Credit Suisse
Although the scale of iron ore projects is significantly smaller than Australia and Brazil, Canada is currently the 5th largest iron ore exporter in the world. AMMC’s existing 15.1mtpa operation is currently being expanded to 24mtpa and 30mtpa seems very likely. 97% of Canada’s iron ore …
Commodities’ Forecast Update: The Return ... - Credit Suisse
IMPORTANT DISCLOSURES, PLEASE REFER TO https://firesearchdisclosure.credit-suisse.com. ... course of H2 2013 as price bites deeper into the cost curve. With corePCE inflation in the US still slowing , and the Fed openly ... with iron ore and copper likely to see the largest
Australian iron ore majors - Credit Suisse
market darling Atlas Iron, although it has a different scale and cost structure. [email protected] In terms of iron ore quality, Rio Tinto has the edge over FMG on size, grade, and cost.
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.
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). ...
Credit Suisse sees iron ore swaps volume doubling - Reuters
May 17, 2010 · LONDON, May 17 (Reuters) - Credit Suisse CSGN.VX expects volumes to double in its iron ore swaps business by the end of year following the demise of …
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 ...
Two Picks to Buck Falling Steel, Iron-Ore Prices - Barrons
Credit Suisse. As the calendar 2014 reporting season comes to a close, we take a moment to survey the steel and iron-ore landscape in North America. ... Flexing our iron-ore cost-curve model for ...
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. The key is its assessment of Chinese domestic production and how price flexible it is:
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
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.
Australian equities look attractive - Andrew McAuley ...
Source: Credit Suisse, Data Stream. ... The large miners are due upgrades based on spot iron ore prices. Energy producers should also see upgrades based on the current oil price. Even the banks appear to at least be meeting expectations as bad debts are contained so far. ... RBA action to anchor medium term rates at a low 0.25% has seen the ...