Vale: Preparing For The New Era In The Iron Ore Market

Summary:

  • The next 5 years project a lower dependence on Chinese demand for the iron ore market, indicates Vale’s Investor Day.
  • In a scenario of lower demand and the same supply, lower costs can be decisive for the sustainability of a mining company.
  • Vale has made great strides in terms of environmental liabilities, and with an upside of 30%, it could be the big beneficiary in the next 5 years.

Coal Worker With Handful Of Coal

Monty Rakusen

Investment Thesis

I recommend buying Vale (NYSE:VALE) shares. The company held its Investor Day on December 3, and there are several insights and projections that investors need to know and understand.

Many of them concern revenue and


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