The ferrous complex popped at the end of Golden Week yesterday. Pretty typical stuff.
The steel profitability gap remains wide.

We know a shakeout is coming for iron ore. The question is how deep it will need to be. Morgan Stanley has a crack at it.
The ferrous complex popped at the end of Golden Week yesterday. Pretty typical stuff.
The steel profitability gap remains wide.
We know a shakeout is coming for iron ore. The question is how deep it will need to be. Morgan Stanley has a crack at it.
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