From CISA comes more evidence that all is not well with the ferrous complex:
\ It was a great start ot the year but then CODID-19. Suddenly mill output is well below 2019 and headed south. Despite the fall, this:
Chinese steel mill output dumps
David Llewellyn-Smith
Friday 28 February 2020
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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