中国钢铁行业供给侧改革 2.0：铁矿石何去何从

V i e w p o i n t | 06 Mar 2025 00:02:47 ET │ 16 pages Global Metals & Mining Supply Side Reform 2.0 in Steel in China: Where to for Iron Ore? CITI'S TAKE Supply side reform 2.0 in steel looks very likely in our view and would likely lead to cuts in steel production (and steel exports from) China. While good for China and ex-China steel producer margins, the potential impact on iron ore is more debatable and depends on steel demand (China or ex-China) than on production. While steel production ex-China is l ...