Metals Comment_ China Metals_Mining Field Trip_ No Steel Production Cuts Yet, Overcapacity Spreads To Alumina
2025-03-31 02:41
30 March 2025 | 1:02PM BST Metals Comment: China Metals/Mining Field Trip: No Steel Production Cuts Yet, Overcapacity Spreads To Alumina We recently traveled to China with a group of international investors where we visited companies in Beijing, Tangshan, Ganzhou and Shenzhen across the steel, copper, aluminium, power (thermal, renewables) and construction sectors, including visits to six private steel mills, rare earth magnet and battery (LFP) plants. The focus of our trip was the outlook for China commodi ...