Insight
Metals & Mining Snapshot: The ferrous sector continues to intrigue
Report summary
In this month's snapshot we continue to look at the iron ore, steel and met coal markets as global trade, Chinese environmental policy and capacity restrictions take centre stage. In the US, trade restrictions and retaliatory measures from the rest of the world have unsettled the market, while the "Blue Skies" environmental policy in China has changed the nature and volume of bulk commodity imports.
Table of contents
- Metallurgical coal – a volatile outlook
- Iron ore – Blue skies in Beijing
-
Steel
- The main story this month is Tangshan closures in China, while US mills are primed to increase utilisation and re-open capacity amidst trade restrictions.
- China demand upside amidst supply curtailments
Tables and charts
This report includes 2 images and tables including:
- Beijing air quality (LHS) and domestic Chinese concentrate production (RHS)
- Chinese steel production surged while stocks trend lower
What's included
This report contains:
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