As steelmakers worldwide accelerate their transition toward decarbonization, the demand for high-grade, low-impurity feedstock has never been higher. Yet, the industry faces a dual challenge: a systemic deterioration in global ore quality—marked by rising alumina and phosphate levels—and a volatile cost landscape driven by surging freight and energy risks.
While traditional supply hubs face intensifying headwinds, Brazil is positioning itself as the linchpin of the future supply chain. From a massive ramp-up in junior miner production to multi-billion dollar investments in Direct Reduction (DR) pellet feed, the Brazilian landscape is being fundamentally reshaped.
Join us for an exclusive, live Q&A webinar. Having just returned from an extensive site-visit tour across the key mining hubs of Australia and Brazil, CRU’s expert analysts will provide ground-level intelligence on the trends that will dictate the market in 2026 and beyond.
Key Discussion Points:
Resilience of Brazilian Junior Miners: While production and exports are ramping up, how are these emerging players navigating a high-cost environment?
Combatting Quality Deterioration: As global iron ore quality declines (rising alumina and phosphate), we analyze how high-grade Brazilian supply acts as a critical stabilizer for the market.
The High-Grade Revolution: Assessing the massive capital influx into Brazilian DR pellet feed and concentrate projects and their potential to reshape global supply dynamics.
The Logistics & Energy Factor: Navigating the impact of freight costs on netback prices and why Brazilian operations may be better shielded from diesel shortages than their Australian counterparts.
Field Intelligence: Exclusive takeaways and observations from our tour of Australia and Brazil.
