April 9th, 2019

The Big Picture: Iron Ore Disruption

Quarter 1 Review

The bad news hasn’t stopped for the Capesize market this year. No sooner had Vale reported its expected losses for the year in the aftermath of Brumadinho then the Australian miners reported on the impacts of Cyclone Veronica on their operations. We sort through the various company reports and our estimates for volumes to get a picture of how things are shaping up.

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