Deferred cargoes mask long-term support for iron ore

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In this article

  • Low fragmentation of supply
  • Cost support
  • Small traded sector
  • Supply response
  • Binary market
  • Chinese steel intensity
  • Steel troubles cast a shadow

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.