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.
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Can President-elect Trump’s infrastructure plan make steel and iron ore great again? PDF - 297.43 KB 5 Pages, 1 Tables, 5 Figures
This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.
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Insight | Dec 2016
Can President-elect Trump’s infrastructure plan make steel and iron ore great again?
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