Iron ore is set to face a supply surplus from 2025/26

Iron ore -- the best industrial commodity performer in 2023 -- will be well supported by fundamentals this year

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In this article

  • Crackdown on 'speculators'
  • Pricing
  • Production costs
  • China's autarky drive
  • Simandou

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.