Simandou starts shipping: What's next for iron ore and freight markets? | Nov 2025
Watch the webinar
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Synopsis
Kpler analysts discuss what the first iron ore cargo from Simandou leaving Guinea means for producers, traders, and shipowners, and will share their outlook on supply, pricing, and freight dynamics going into 2026.
What you'll learn
- How quickly can Simandou ramp up exports, and what does this mean for other producers?
- What’s the outlook for iron ore supply and prices?
- How will renewed tonnage demand from West Africa reshape the dry bulk freight market?
Meet the speakers
Alexis Ellender
Alexis joined Kpler’s Insight Team in March 2023 as Lead Major Dry Bulks Analyst. Based in London, he brings over a decade of experience in dry bulk commodities and freight research. He leads the development of Kpler’s dry bulks research offering, covering coal, fertiliser, grain, iron ore, minor bulks, and dry freight. His work spans market analysis, supply-demand and pricing outlooks, client presentations, industry speaking engagements, and supporting the growth of Kpler’s dry bulks data products. Previously, he was a Director at Simpson Spence Young (SSY) in the Consultancy & Research team.
Zhiyuan LI (李志远)
Based in Paris, Zhiyuan joined the Insight Team at Kpler as a Dry Bulk Commodity Analyst in early 2023. With a region focus on Asia-Pacific, he drives analyses throughout the iron ore, coal, and bauxite value chain within Kpler, including examining the supply and demand dynamics, tracking the operational performance of major global miners and delivering insights into market trends. Zhiyuan holds a Master's degree from EMLYON Business School, with a research focus on commodity derivatives there.
