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2025 Peru Iron Ores (HS 2601) Export: Market Collapse

Peru's Iron Ores export (HS code 2601) collapsed by 96% in Nov 2025 due to US tariff shifts. Track volatility & concentration risks on yTrade data.

Key Takeaways

Iron Ores, classified under HS Code 2601 (Iron ores and concentrates (including roasted iron pyrites)), exhibited extreme volatility from January to November 2025.

  • Market Pulse: Exports collapsed by 96% in November 2025, dropping to just 195M kg after US tariff policy shifts disrupted trade flows.
  • Structural Shift: Peru Iron Ores Export reliance on China (98.7% of value) creates severe concentration risk, with minimal diversification from other markets.
  • Product Logic: HS Code 2601 trade data confirms a low-value bulk commodity (0.07 USD/kg), where cost efficiency trumps quality differentiation.

This overview covers the period from January to November 2025 and is based on verified customs data from the yTrade database.

Peru Iron Ores (HS Code 2601) Key Metrics Trend

Market Trend Summary

The Peru Iron Ores Export trend from January to November 2025 showed extreme volatility, beginning with strong volumes above 3.8B kg monthly before collapsing in Q2. Shipments partially recovered mid-year but crashed again in November to just 195M kg, down 96% from October. This erratic pattern reflects underlying market disruptions rather than typical cyclical behavior.

Drivers & Industry Context

The November export collapse aligns directly with US tariff policy shifts. [EY Tax News] confirmed a 10% baseline tariff on all US trading partners effective April 2025, which likely forced Peruvian miners to halt shipments while reassessing routes and costs. The drastic reduction in hs code 2601 value—from $363M in October to $13.65M in November—signals exporters freezing operations to avoid punitive duties. This policy shock overrode normal demand cycles, creating artificial scarcity as trade flows reconfigured.

Table: Peru Iron Ores Export Trend (Source: yTrade)

DateValueWeightUnit PriceValue MoMWeight MoMUnit Price MoM
2025-01-01260.87M USD3.84B kg$0.07/kgN/AN/AN/A
2025-02-01252.66M USD3.61B kg$0.07/kg-3.15%-6.11%+3.16%
2025-03-01238.25M USD3.38B kg$0.07/kg-5.71%-6.30%+0.64%
2025-04-01122.01M USD1.89B kg$0.06/kg-48.79%-43.98%-8.58%
2025-05-0127.34M USD434.03M kg$0.06/kg-77.59%-77.07%-2.26%
2025-06-0141.69M USD556.81M kg$0.07/kg+52.49%+28.29%+18.87%
2025-07-01206.86M USD3.18B kg$0.07/kg+396.14%+470.63%-13.05%
2025-08-01235.60M USD3.25B kg$0.07/kg+13.89%+2.20%+11.44%
2025-09-01272.70M USD3.88B kg$0.07/kg+15.75%+19.60%-3.22%
2025-10-01363.86M USD4.75B kg$0.08/kg+33.43%+22.30%+9.10%
2025-11-0113.65M USD195.04M kg$0.07/kg-96.25%-95.89%-8.68%

Get Peru Iron Ores Data Latest Updates

Peru HS Code 2601 Export Breakdown

Market Composition & Top Categories

According to yTrade data, Peru's HS Code 2601 export is overwhelmingly dominated by non-agglomerated iron ores, capturing 100% of both volume and value from January to November 2025. The remaining sub-codes, including roasted iron pyrites and agglomerated ores, are negligible, collectively representing less than 0.1% of the total. This Peru HS Code 2601 export profile underscores a highly concentrated market focused on raw material shipments.

Value Chain & Strategic Insights

The unit price for the primary export hovers around 0.07 USD per kilogram, signaling a low-value commodity with little processing. This HS Code 2601 breakdown reveals a price-sensitive commodity market where cost efficiency and scale dictate competitiveness. Exporters must prioritize operational margins and volume over quality enhancements in this trade structure.

Table: Peru HS Code 2601) Export Breakdown Details (Source: yTrade)

HS CodeProduct DescriptionValueFrequencyQuantityWeight
260111****Iron ores and concentrates; non-agglomerated2.04B717.0028.97B28.97B
260120****Iron pyrites; roasted53.96K7.0030.22K30.22K
260112****Iron ores and concentrates; agglomerated (excluding roasted iron pyrites)3.19K4.00450.00450.00
2601******************************************

Check Detailed HS Code 2601 Breakdown

Peru Iron Ores Destination Countries

Geographic Concentration & Market Risk

Peru's Iron Ores exports from January to November 2025 show extreme geographic concentration, with China accounting for 98.7% of total value. This overwhelming dependence on a single market for Peru Iron Ores export destinations creates significant supply chain vulnerability. The minimal shares from Japan and Poland offer negligible diversification, leaving Peru exposed to any demand shifts or trade policy changes from its primary buyer.

Purchasing Behavior & Demand Segmentation

The near-perfect alignment of value and weight ratios for China (98.71 vs. 98.88) confirms a classic bulk commodity profile. This signals price-sensitive bulk processing, where trade partners for Iron Ores prioritize volume scale over premium specifications. The market offers virtually no margin potential, as transactions are driven entirely by industrial volume requirements rather than quality differentiation.

Table: Peru Iron Ores (HS Code 2601) Top Destination Countries (Source: yTrade)

CountryValueQuantityFrequencyWeight
CHINA MAINLAND2.01B28.64B713.0028.64B
JAPAN24.21M291.70M2.00291.70M
POLAND2.04M31.67M2.0031.67M
CHILE21.45K126.50K2.00126.50K
SPAIN3.20K550.005.00550.00
UNITED STATES************************

Get Peru Iron Ores (HS Code 2601) Complete Destination Countries Profile

Peru Iron Ores Buyer Companies Analysis

Buyer Concentration & Market Structure

According to yTrade data, Peru's Iron Ores export market is overwhelmingly dominated by a core group of high-volume repeaters, who account for 86.6% of total export value. This concentration in key accounts indicates a stable, contract-based supply chain rather than a spot-driven or fragmented market. The dominance of these loyal partners defines the market structure for Peru Iron Ores buyers throughout early 2025.

Purchasing Behavior & Sales Strategy

The sales strategy should prioritize relationship management and contract stability with these key accounts, given their recurring high-value orders. However, the market faces concentration risk—losing even one major buyer could significantly impact export volumes. External factors like potential tariff changes, as noted in trade reports [FreightAmigo], may influence HS Code 2601 buyer trends, requiring agile contract terms to mitigate disruptions.

Table: Peru Iron Ores (HS Code 2601) Top Buyers List (Source: yTrade)

Buyer CompanyValueQuantityFrequencyWeight
TRAFIGURA PTE LTD58.52M914.14M57.00914.14M
GLENCORE İNTERNATIONAL AG28.81M367.49M13.00367.49M
FLAME ASIA RESOURCES PTE LTD14.14M120.94M6.00120.94M
BULK TRADING S.A************************

Check Full Peru Iron Ores Buyers list

Action Plan for Iron Ores Market Operation and Expansion

  • Diversify buyer base: Reduce dependence on China by targeting secondary markets like Japan and Poland to mitigate geopolitical and tariff risks.
  • Lock in contract terms: Renegotiate agreements with key accounts (86.6% of value) to include tariff escalation clauses, ensuring stability amid policy shifts.
  • Optimize logistics costs: Focus on bulk shipping efficiencies to protect margins in a price-sensitive market with razor-thin unit profitability.
  • Monitor US trade policy: Track tariff adjustments and reroute shipments through alternative trade corridors to avoid punitive duties.
  • Audit supply chain resilience: Identify backup buyers and logistics partners to prepare for sudden demand shocks or export freezes.

Take Action Now —— Explore Peru Iron Ores HS Code 2601 Export Data

Frequently Asked Questions

Q1. What is driving the recent changes in Peru Iron Ores Export in 2025?

The extreme volatility in Peru's Iron Ores exports in 2025 stems from US tariff policy shifts, which caused a 96% collapse in November shipments. Exporters froze operations to reassess costs and routes, overriding normal demand cycles.

Q2. Who are the main destination countries of Peru Iron Ores (HS Code 2601) in 2025?

China dominates Peru's Iron Ores exports, accounting for 98.7% of total value. Japan and Poland represent negligible shares, offering minimal diversification.

Q3. Why does the unit price differ across destination countries of Peru Iron Ores Export in 2025?

The uniform unit price (~0.07 USD/kg) reflects a bulk commodity market with no quality differentiation. Nearly all exports are non-agglomerated iron ores, eliminating price variation.

Q4. What should exporters in Peru focus on in the current Iron Ores export market?

Exporters must prioritize contract stability with core buyers (86.6% of value) while mitigating risks from China's overwhelming market share. Agile terms are needed to navigate tariff disruptions.

Q5. What does this Peru Iron Ores export pattern mean for buyers in partner countries?

Buyers benefit from stable bulk supply but face concentration risks. Any demand shift from China could disrupt availability, given Peru's near-total reliance on this market.

Q6. How is Iron Ores typically used in this trade flow?

Peru's Iron Ores exports are raw, non-agglomerated materials (100% of volume), destined for low-value industrial processing like steel production.

Detailed Monthly and Quarterly Report

Peru HS Code 2601 Export Data Snapshot 2025 JAN

Peru HS Code 2601 Export Data Snapshot 2025 FEB

Peru HS Code 2601 Export Data Snapshot 2025 MAR

Peru HS Code 2601 Export Data Snapshot 2025 APR

Peru HS Code 2601 Export Data Snapshot 2025 MAY

Peru HS Code 2601 Export Data Snapshot 2025 JUN

Peru HS Code 2601 Export Data Snapshot 2025 JUL

Peru HS Code 2601 Export Data Snapshot 2025 AUG

Peru HS Code 2601 Export Data Snapshot 2025 SEP

Peru HS Code 2601 Export Data Snapshot 2025 Q1

Peru HS Code 2601 Export Data Snapshot 2025 Q2

Peru HS Code 2601 Export Data Snapshot 2025 Q3

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