Insight
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5 Pages

Can President-elect Trump’s infrastructure plan make steel and iron ore great again?


Can President-elect Trump’s infrastructure plan make steel and iron ore great again?

Report summary

During his pre-election campaign, and again during his victory speech, President-elect Trump has made bold statements about investment in US infrastructure. Promises to fix infrastructure in dire need of an update have rallied the market. We have seen a surge in share and raw materials prices and an overall improvement in sentiment. Commodity market participants want to understand if this optimism is grounded in reality or just wishful thinking – particularly with regards to steel and iron ore. We believe the overall impact will be small but in this Insight we attempt to quantify it.


What's included?

This report includes 1 file(s)

  • Can President-elect Trump’s infrastructure plan make steel and iron ore great again? PDF - 297.43 KB 5 Pages, 1 Tables, 5 Figures

Description

This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

We provide unique in-depth analysis of the metals supply industry so you can make confident strategic decisions.

  • Putting US$1 trillion infrastructure investment in context
  • How much steel is consumed in US infrastructure?
  • What will an addition US$1 trillion change?
  • Summary

In this report there are 6 tables or charts, including:

  • Putting US$1 trillion infrastructure investment in context
    • Additional US$ 100 billion per year compared to previous infrastructure investment and spending
  • How much steel is consumed in US infrastructure?
  • What will an addition US$1 trillion change?
    • Around 6% of steel is consumed in infrastructure in the US (including oil and gas infrastructure)
    • Additional infrastructure investment will have a small contribution to overall steel demand
    • Iron ore production, consumption and trade
  • Summary
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