Skillings Mining Review September 2025: four years after iron ore spiked to $220/t, the cycle has turned. Our cover package maps the 2025–2030 iron-ore outlook—a looming oversupply, the Simandou ramp reshaping trade flows, and how the race to low-carbon steel is re-pricing quality, logistics, and margins.
To help teams act, we open with six signals ops leaders need now and the prices & spreads that will move mine plans this quarter. Policy and supply tension run through the issue: China’s rare-earth grip vs. a U.S. dysprosium breakthrough, coal output caps to arrest price slides, and whether Tata Steel can dodge a 50% U.S. tariff shock.
We track capital where it matters—ADB’s $410m for Reko Diq, copper & potash landing on the U.S. critical list—and we confront safety head-on: why rock falls remain the No. 1 underground killer and how to build a digital mine stack where hardware moves tonnes, software makes margins. Plus: antimony’s U.S. pathways, solar waste → silver recovery, and our Top-10 essential equipment for 2025. Read on for the data, context, and decisions that will define the next leg of the cycle.
