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    Simandou’s 120Mt export push: rail and port constraints unpacked for mine planners

    November 12, 2026|

    Reviewed by Joe Ashwell

    Simandou’s 120Mt export push: rail and port constraints unpacked for mine planners

    First reported on MINING.com

    30 Second Briefing

    Guinea’s Simandou iron ore project is targeting 120 million tonnes per year of exports by end-2027, up from an annualised 72 million tonnes currently, but rail capacity and completion of the second phase of Morébaya port by March 2027 are key constraints. Railway haulage depends on expanding the fleet from a projected 54 locomotives by end-2026 to 75 by mid-2027, with Q3 2026 exports already at 8.9 million tonnes, up 48% quarter-on-quarter. Analysts are split, with S&P Global Energy CERA seeing only ~70 million tonnes by 2028, while Fearnley Securities expects full capacity that year.

    Technical Brief

    • Shipping broker Ifchor Galbraiths links logistics ramp-up directly to staged locomotive and wagon deliveries.

    Our Take

    The planned ramp‑up in locomotives from 54 to 75 by mid‑2027 signals that rail haulage, rather than mine capacity, is likely to be the binding constraint; operators on comparable African iron ore corridors in our coverage have often had to over‑spec rolling stock to maintain availability in wet‑season and high‑gradient terrain.

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    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

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