Vale Q4 Iron Ore Production Up 6% to 90.4 Mt, Sales 84.9 Mt
Vale’s iron ore sales reached 84.9 million tons in Q4 2025, marking a 5% year-on-year increase, while production climbed 6% to 90.4 million tons. The company achieved an average realized iron ore fines price of $95.40 per ton, up 1.1% from the prior quarter.
1. Q4 2025 Iron Ore Sales and Production
In the fourth quarter of 2025, Vale sold 84.9 million tons of iron ore, up 5% year over year, while production increased 6% to 90.4 million tons, reflecting robust output from its key Brazilian operations.
2. Realized Price Trends
Vale’s average realized iron ore fines price reached $95.40 per ton, a 1.1% quarter-on-quarter rise, driven by steady demand in steelmaking markets and optimized product blending strategies.
3. Peer Comparison and Outlook
Vale’s 90.4 Mt production in Q4 surpassed Rio Tinto’s Pilbara output of 89.7 Mt (up 4%), highlighting stronger growth, while BHP’s full-year iron ore volume rose just 1% to 263 Mt, positioning Vale to capture additional market share.