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China shoots itself in the iron ore foot

November 20, 2025 - 12:00 -- Admin

The ferrous complex reamins paralysed by the jaws. Goldman has some intelligence from the ground. Steel: steel demand is seen as reasonable to solid/stable, with ongoing weakness in property and infrastructure construction sectors being offset by strong demand from manufacturing, auto, shipbuilding, machinery and exports. All steel mills we had meetings with are seeing the

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