Country Report
Brazilian supply summary 2025
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Brazil's iron ore industry retains formidable advantages: world-class high-grade reserves, integrated infrastructure and proven operational capability. Yet Australia's freight advantage and subdued Chinese mill margins have eroded Brazil's delivered cost position, whilst looming oversupply will compress margins by over 50% through 2030. Success demands operational agility over static efficiency. Producers capable of rapidly adjusting product quality to meet shifting market demand will optimise margins whilst preserving premium reserves for more challenging market conditions. Those locked into rigid portfolios face acute pressure as earnings cushion deteriorates.
Table of contents
- Market structure and key players
- Production trends and regional dynamics
- Infrastructure backbone
- Cost competitiveness under pressure
- Investment cycle and supply outlook
- Iron Quadrangle (IQ)
- Carajás Basin
- Urucum Basin
- Base case expansion projects
- Regional production dynamics
- Cash costs
Tables and charts
This report includes the following images and tables:
What's included
This report contains:
Other reports you may be interested in
Country Report
Colombia coal supply summary
Colombian coal production is expected in 2024 around 59 Mt with good demand growth in the Asia Pacific.
$6,750
Asset Report
Colpa-Caranda
The Colpa-Caranda contract area contains the mature Colpa and Caranda fields. The fields have been developed since the 80's and ...
$3,720
Asset Report
ENAP Operated Areas
ENAP currently produces oil and gas from the Intercampo, Dorado-Riquelme and Arenal blocks in the Magallanes basin at the southern tip ...
$3,720
