10.082,10 TRY BIST 100 BIST 100
35,83 USD USD USD
4,97 CNY CNY CNY
37,21 EUR EUR EUR
0,13 CNY CNY/EUR CNY/EUR
38,09 TRY Faiz Faiz
77,25 USD Petrol(brent) Petrol(brent)
31,42 USD Gümüş(ons) Gümüş(ons)
4,30 USD Bakır(lb) Bakır(lb)
105,78 USD (CME) 62% Fe (CME) 62% Fe
339,00 USD Gemi Söküm Gemi Söküm
3.223,56 TRY Altın(gr) Altın(gr)

Dr. Keyvan Jafari Tehrani discusses the challenges and future of Iran's mineral exports

Jahan-e-Sanat recently sat down with Dr. Keyvan Jafari Tehrani, a senior analyst in the global steel and raw materials market, to discuss the current state of Iran's mineral exports and the challenges faced by the industry in light of recent geopolitical and economic developments.

Dr. Keyvan Jafari Tehrani discusses the challenges and future of Iran's mineral exports

Call for Support for Exporters

Dr. Keyvan Jafari Tehrani said that exporters need serious support in the current economic conditions, stressing that at the very least the government should lift restrictions on the domestic market. “During the Thirteenth Government, export taxes were added and this dealt a significant blow to the sector. Although these problems were partially addressed later, similar problems continued under the Fourteenth Government. Restrictions on NIMA foreign exchange and the requirement to return 100% of export proceeds created barriers to exports in the steel sector. All these internal regulations led to a decline in exports.”

Increase in Sea Transportation Costs

Sharing his views on the recent increase in maritime transportation costs, the expert said, “Even before the Trump administration has fully taken shape, the cost per ton of maritime transportation has increased by $3 and there is great uncertainty in the markets. For example, two weeks ago, the transportation cost of a 50,000-ton Supramax ship was $23.5 for shipments to China, while today this figure has risen to $26.5 and it is even said that it could reach $30. Such cost increases directly affect FOB prices,” he said.

Geopolitical Developments and Iran's Mineral Exports

Speaking on the impact of geopolitical developments on Iran's mining sector, the expert said, “A major concern is the possibility of Trump using Iran as a bargaining chip in his negotiations with China. He may ask China to limit its purchases from Iran and may even decide to admit ships belonging to the Islamic Republic of Iran Shipping Lines only to certain Chinese ports. If this happens, our mining and minerals exports to China, especially concentrates, pellets and other mineral materials, could be severely reduced.”

Currency and Economic Problems

The expert noted that the country's currency has been steadily depreciating, which has increased economic pressure on the population, and that some major exporting countries have taken advantage of similar strategies: “By devaluing its national currency in the 2000s, Japan overtook Germany and became the world's third largest economy. Similarly, China overtook Japan and rose to second place in the world economy. Even the United States has at times deliberately weakened its currency to boost its exports. So, can we also take advantage of the depreciation of the rial?”

Foreign Investment and Uncertainty

Referring to the uncertainties in attracting foreign investment, the expert said, “Although the Trump administration's easing of sanctions on Iran is on the agenda, there is no clear information on when and how this will happen. It may not be realistic to expect a quick recovery and the process may take time. Trump has only four years left in office and needs to take concrete steps in this timeframe. In recent statements, he has indicated his intention to open the US embassy in Iran, but it remains unclear how quickly this will be realized.”

Final Word: Investment and Realistic Policies are Essential

At the end of the interview, he made the following assessment: “People are tired of promises and hopes from the public and private sector. Nowadays, many private sector companies and organizations are taking on the role of governments, but instead of telling people the facts, they just say 'we can do it' slogans. Realistic investments are needed for competence and capability.”

Yorumlar

Henüz yorum yapılmadı

Bu içeriğe sadece +plus aboneler erişebilir.

Piyasalara dair düşüncelerinizi paylaşmak ve daha fazla yoruma ulaşmak için hemen ABONE OLUN!
ABONE OLUN Zaten bir hesabınız varsa Oturum Açın

En çok okunan haberler

Dr.Keyvan Jaferi Tehrani İran'ın maden ihracatının zorluklarını ve geleceğini tartışıyor

2 Şubat 2025 Pazar

Suriye'nin yeniden inşası Türkiye'nin çelik endüstrisi için bir fırsat

2 Şubat 2025 Pazar

Türkiye’de enflasyon beklentileri ocak ayında düşüş gösterdi

28 Ocak 2025 Salı

Ham çelik üretiminde Türkiye’nin son 10 yılı!

27 Ocak 2025 Pazartesi

Heathrow’dan İngiltere’nin geleceğine 2,3 milyar sterlin değerinde dev yatırım

27 Ocak 2025 Pazartesi
İzleme Listesi
Genişlet
İzleme listeniz boş

Favori emtialarınızı hızlı erişim için ekleyin ve son fiyat değişim haberlerini kaçırmayın.


Takip ettiğiniz haber kategorisi bulunmuyor
Bildirim Tercihlerini Düzenle
E-Bülten Aboneliği
En güncel haberleri ve günlük demir fiyatlarını e-posta ve sms olarak almak için kayıt olun.
Şimdi Plus Abonesi Olun!
3 gün ücretsiz deneyin!
Şimdi Abone Olun
Tarafsız Fiyatlar
Haberdar Olun
İl Demir Fiyatları
Yorumlar ve Analizler
Şimdi Abone Olun