Next generation iron ore: down but not out

THE near-term outlook for iron ore prices has changed markedly over the past six months – for the worse – but the longer term still provides opportunities for emerging Australian producers, or at least those with a competitive advantage. Allan Trench outlines some of the forces at work.


For next generation iron ore producers, the key issue is less about the outcomes of this year’s price negotiations (set to fall some 40%) and more about the longer-term competitive dynamics of