6-Month Forecasts: Mine Expansion Prospects
6-month probability of expanding to 2/3 capacity (+2.7M tons/year)
6-month probability of expanding to full capacity (+5.3M tons/year)
6-month probability of full mine restart (+5.0M tons/year)
AISI Great Lakes Steel Production: Weekly steel production data (Column H) for demand trend analysis and oversupply pressure calculation
Port Stockpile Intelligence: Physical dock observations at Duluth, Two Harbors, and Silver Bay for real-time inventory pressure assessment
Mine Operational Analysis: Current capacity utilization, expansion feasibility, and restart complexity assessments for probability modeling
Seasonal & Historical Patterns: Great Lakes shipping seasons and industry cycle analysis
Integrated Probability Framework: Expansion prospects based on market capacity gaps, stockpile pressure, and Monte Carlo port volume forecasts