Good thread.
The podcast with Mark Eames has already been posted a few times but if anyone hasn't had a listen, its worth taking the time.
https://open.spotify.com/episode/6drGYgaSmm914a4nGkcVdl?si=91b63d782e1f476a
The comments regarding high grade price differentials are interesting.
Mark points out that currently the premium being paid for high grades is really based on productivity in blast furnaces only, rather than emissions profiles or decarbonisation targets.
Most of the major markets targeted by Australian iron ore have no formal emissions caps in place yet, meaning that when these countries do adopt these targets / carbon pricing etc, the premiums being paid should increase.
Understanding the demand for Green Steel, page-4
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