MetalsGoWhere

METALSGOWHERE ATLAS · SUPPLY RESEARCH

SimFer · Simandou supply ramp-up

As of 2026-10-08 · Observation periods are shown separately.

2026-07-15 · SimFer · Simandou supply ramp-up · Direction: Higher

Disclosed facts

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AssertionDisclosure
Plan or guidanceSimFer 2026 sales guidance was 5–10 million tonnes and covered Simandou Blocks 3 and 4 only.
Status at disclosureMine and port construction were more than three quarters complete; full rail commissioning occurred in Q1.

Disclosure boundary

SimFer Blocks 3 & 4 only; planned sales, not delivered volume or all-Simandou capacity.

Status at disclosure

Plan / progress at disclosure

Source

One or more linked sources in this table lack a page anchor; no page number was inferred.

Supply event index

Source: metalsgowhere.com, as of 2026-10-08. Citation & data use