The second quarter of 2025 has seen unprecedented volatility in iron ore markets, with prices fluctuating between $95-135 per ton. Our analysis indicates three key factors driving this instability: reduced output from major Australian mines, increased environmental regulations in China affecting steel production quotas, and emerging demand from green steel initiatives across Europe.

Our forecasting models suggest a gradual stabilization towards $115-120/ton by Q3, contingent on Beijing's upcoming infrastructure stimulus plans...

Copper prices have reached a 2-year high at $11,500 per tonne, driven primarily by accelerated global adoption of electric vehicles and renewable energy infrastructure. Our analysis shows that current mining capacity is struggling to meet growing demand, with a projected supply gap of 8 million tonnes by 2030 if current trends continue.

Key findings from our quarterly research indicate that new South American mining projects are facing delays due to water scarcity concerns and regulatory hurdles, while recycling initiatives alone cannot bridge the anticipated supply gap...

This technical analysis examines the critical relationship between silica (SiO₂) content in iron ore and blast furnace efficiency. Our laboratory studies demonstrate that for every 1% increase in silica content above the optimal 4.5% threshold, coke consumption increases by approximately 30kg/ton of hot metal produced, while productivity decreases by 2-3%.

The study highlights how elevated silica levels not only increase slag volume and energy consumption but also adversely affect iron yield due to increased FeO losses in slag. Using data from 12 global blast furnace operations, we've developed a predictive model for optimizing burden composition based on ore silica content...