高盛：钢铁利润率上升推动铁矿石消费，但除非终端需求增加，否则铁矿石价格可能下跌
高盛证券·2024-10-15 08:49
10 October 2024 | 6:29PM BST Ferrous Tracker: Rising Steel Margins Boost Iron Ore Consumption, But Iron Ore Prices Likely To Fall Unless End Demand Increases n The iron ore price has retreated 5% from Monday's (7 October) three-month high, with the 62%Fe benchmark index now at $104/t. This is still 17% higher than before China announced monetary stimulus on September 24. n Iron ore fundamentals have tightened in recent weeks with a 6% increase in iron ore consumption since the end of August as mills ramp up ...