Simandou's 120 Mtpa is read as a straightforward reason for lower iron ore prices. This Samso Insight tests whether the market's supply-side arithmetic leaves out depletion, ramp-up time and demand outside China.

Argentina has long been one of those jurisdictions that sits in the investor’s peripheral vision, not being ignored, but was never fully committed to as a "safe or aprropriate jurisdiction. For close to three decades, the global mining industry has watched the country with a mix of interest and hesitation.