巴克莱：金属与矿业-市场对中国钢铁减产报道态度不明

Our weekly briefing covering top news flow in the space, chart of the week, latest positioning data, commodity price moves, sound bites from the supply chain, recent global research, upcoming events and corporate access. Chart of the Week FIGURE 1. CISA estimates nationwide YTD steel production to late April is up 5.4% YTD (vs NBS +1.1% to March). If China strictly enforces the speculated 50mt crude steel output restrictions, steel prices should see strong gains given low inventories across the supply chain ...