Excellent article below from last month. It supports the case for CAP's end product, highlights that Vale will be the company to watch as it recovers output over the next 2 years & indicates that Simandou in Guinea won't come online until 2027+
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/060821-high-grade-iron-ore-supply-to-struggle-to-meet-demand-as-china-decarbonizes-mi
