The iron ore market has had a turbulent start since the Iran war in late February, with surging energy and freight costs weighing on miners. CRU conducted ground research in Perth and Minas Gerais to assess how geopolitical tensions are shaping near‑term dynamics. The impact has been disproportionate across miners in different regions.
In this webinar, we will share key findings from our fieldwork, including:
- The impact of surging freight on Brazilian producers, and how junior and major miners are navigating tough conditions.
- Structural challenges in ore quality and their implications for trade flows.
- Policy and geopolitical factors shaping the outlook.
Join us to see how current challenges and future trends are shaping the iron ore market.
