摩根士丹利：金属与采矿追踪
摩根大通·2024-10-16 16:27
M Update Podcast | Metals & Mining Tracker | Europe October 11, 2024 09:44 AM GMT HRC tug-of-war China's HRC prices have rallied since the recent policy pivot, causing the EU-China HRC spread to fall significantly, disincentivising imports. While we note the impact of EU demand weakness, we argue that a positive dynamic in the seaborne market will have a far greater impact on EU prices/ margins. Play Audio Related Research: European Metals & Mining Tracker: HRC tug-of-war (October 10, 2024) | --- | --- | |- ...