Steel: 5 things to look for in 2020
Report summary
Table of contents
- Executive summary
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Climate and trade policy to pose risks to our view
- The environment
- Trade
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Capacity depletions in the west and additions in the east
- European exits
- Chinese changes
- India additions
- Mergers, acquisitions and corporate activity to make or break steel production
- Can iron ore prices stay high and push up steelmaking costs?
- Can the Indian government execute ambitious and steel-intensive projects this year?
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