Iron Ore Stability Faces Long-Term Headwinds, Study

Benzinga_recent_news12-03

Iron ore is moving toward 2026 on a positive momentum, although analysts warn about a constrained upside potential. A new study from BMI shows elevated prices, yet a gradually loosening market owing ...

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A new study from BMI shows elevated prices, yet a gradually loosening market owing ...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/25/12/49179693/iron-ore-stability-faces-long-term-headwinds-study\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Iron Ore Stability Faces Long-Term Headwinds, Study</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIron Ore Stability Faces Long-Term Headwinds, Study\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 19:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/commodities/25/12/49179693/iron-ore-stability-faces-long-term-headwinds-study><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Iron ore is moving toward 2026 on a positive momentum, although analysts warn about a constrained upside potential. A new study from BMI shows elevated prices, yet a gradually loosening market owing ...</p>\n\n<a href=\"https://www.benzinga.com/markets/commodities/25/12/49179693/iron-ore-stability-faces-long-term-headwinds-study\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0572108347.SGD","symbol_name":"Blackrock Latin American A2 SGD-H","start_time":0,"source_url":"https://www.benzinga.com/markets/commodities/25/12/49179693/iron-ore-stability-faces-long-term-headwinds-study","article_id":"2588431450","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/03/High-Grade-more-Than-63-Fe-Content-Austr.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/commodities/25/12/49179693/iron-ore-stability-faces-long-term-headwinds-study","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2588431450","pubTimestamp":1764760020,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"BMI projects rising iron ore prices in 2026 due to elevated demand but warns of a downward trend in the following years.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0572108347.SGD":"Blackrock Latin American A2 SGD-H","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0788109121.HKD":"BGF WORLD MINING \"A2\" (HKDHGD) ACC","LU0106259046.USD":"施罗德拉丁美洲基金","LU0256859116.SGD":"施罗德拉丁美洲A Acc SGD","LU1430597077.USD":"BGF NATURAL RESOURCES \"A\" (USD) INC","LU0330918003.SGD":"Blackrock World Mining A2 SGD-H","BK4585":"ETF&股票定投概念","IE00B1B80R65.USD":"柏瑞拉丁美洲股票A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1023059493.AUD":"Blackrock World Mining A2 AUD-H","LU0654597011.USD":"BGF NATURAL RESOURCES \"A4G\" (USD) INC","LU0788109048.HKD":"BGF LATIN AMERICAN \"A2\" (HKDHGD) ACC","LU0265267285.USD":"BNP PARIBAS BRAZIL EQUITY \"C\" (USD) INC","BK4566":"资本集团","BK4006":"钢铁","LU0612318971.USD":"BGF NATURAL RESOURCES \"A5G\" (USD) INC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0265266980.USD":"法巴巴西股票基金","LU0086394185.USD":"SCHRODER ISF LATIN AMERICAN \"A\" (USD) INC AV","LU0075056555.USD":"贝莱德世界矿业基金A2","LU0072463663.USD":"Blackrock Latin American A2 USD","VALE":"淡水河谷","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU0612318385.USD":"BGF NATURAL RESOURCES \"A2\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC"},"translate_title":"研究称铁矿石稳定性面临长期阻力","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VALE":1},"content_text":"Iron ore is moving toward 2026 on a positive momentum, although analysts warn about a constrained upside potential. A new study from BMI shows elevated prices, yet a gradually loosening market owing to Simandou development in Guinea and a slower steel cycle in China.\nBMI projects an average iron ore price of $95/ton in 2026, slightly below the estimated $97/ton for 2025, Kallanish reported.  The slight decline is due to rising seaborne supply and macroeconomic pressures in China.\nThe research firm highlights how Beijing’s policy stance continues to prioritize consumption-led growth. Meanwhile, large-scale infrastructure and real-estate support remain limited. This recalibration directly affects steelmaking and, by extension, iron ore demand.\nAlso Read: The World’s Largest Mining Project Starts Production\nChina’s official manufacturing PMI contracted for the seventh consecutive month, printing 49 in October. Persistent weakness in factory activity is now evident, while a continued decline in new-home prices suggests a subdued outlook for construction steel.\nBMI expects that China’s annual iron ore consumption will peak before the end of this decade. The firm cites a structural shift toward less steel-intensive sectors and accelerating global adoption of low-carbon steelmaking. These processes rely more on electric arc furnaces, which require significantly less iron ore than traditional blast furnace production.\nThus, BMI set the anticipation for a multi-year downtrend, with ore prices falling from $95/ton in 2026 to $78/ton by 2034.\nOn the supply side, major producers continue to operate with stability, though Vale SA (NYSE:VALE) has moderated its medium-term expectations. According to Bloomberg, the Brazilian miner reduced its 2026 production forecast to 335–345 million tons, down from the previous 340–360-million-ton range.\nThe company has also tightened its investment strategy. Capex guidance now stands at $5.5 billion, after two downward revisions. A disciplined approach is not surprising given the market dynamics.\nSupply growth elsewhere is accelerating, while the demand from the largest market shows limited upside. Although the short-term thesis remains stable, the decision to avoid aggressive expansion is reasonable.\nMeanwhile, Vale is looking toward copper as a promising outlet for growth. During Tuesday’s presentation in London, the firm confirmed an ambitious plan for 700,000 tons of copper annually by 2035.\nTo achieve this goal, Vale is partnering with Glencore (OTCPK: GLCNF) to launch a $2 billion joint venture in Ontario’s Sudbury Basin.\nRead Next:\nPhoto by BJP7images via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588431450","isCrawlerRequest":true}