China Materials_ 2025 On-ground Demand Monitor Series #12 – Steel Inventory and Consumption Data Tracker
-·2025-02-10 08:58
Flash | 06 Feb 2025 03:05:49 ET │ 10 pages China Materials 2025 On-ground Demand Monitor Series #12 – Steel Inventory and Consumption Data Tracker CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on demand recovery has been largely cautious. Our revised near-term pecking order is: Steel, Cement, Coal, Gold, Copper, Aluminum, and Lithium names (see our notes: China Steel – Shifting Our Near-term Sector Pecking Order and Chi ...