A landmark development at the Simandou Iron Ore Project in Guinea has far-reaching implications for the global mining and steel sectors. The project, majority-owned by Chinese interests and anchored in the nation’s “Simandou 2040” strategy, is gearing up to deliver around 120 million metric tons annually of premium 65% iron-content ore — a game-changer for “green steel” markets in Europe and the Middle East.

Construction includes a 650+ km railway and deep-water port infrastructure, signaling a long-term shift in raw-material sourcing away from traditional suppliers. Guinea aims to leverage its 15% share of each mining block to market ore independently, increasing its strategic autonomy.

Source: Reuters

Key Findings:
– The project’s scale makes it one of the largest iron-ore ventures globally, reducing reliance on regional incumbents.
– Its high grade positions it perfectly for low-carbon “green steel” production, a major differentiator in the market.
– Infrastructure build-out (rail and port) highlights the role of mining beyond extraction—as a driver of national growth.
– Shifts in global supply may pressure competitors in Australia and Brazil, changing trade flows and price structures.

Expert Insight:
“Simandou doesn’t just add capacity—it redefines where capacity comes from, who controls it, and how it feeds the green-steel chain.”

EVSUD Mining Perspective:
For EVSUD Mining, the Simandou launch reinforces the importance of strategic alignment with high-grade resources, infrastructure optimisation, and supply-chain resilience. As global flows shift, our focus remains on deploying technology, scale, and governance to capitalise on these emergent dynamics.