important bits Ore supply from South Africa and Australia has not been much affected much by the coronavirus outbreak so far, although there are talks of supply disruption for some March-delivery lump. Ore demand: Some alloy smelters are seeking vehicles to deliver ore from ports to plants because existing stocks will only enable normal production until February 8-13; tight road transport controls are hampering delivery. Ore prices held firm immediately after Chinese New Year but higher portside offer prices have been fueled by logistics constraints. Early indications of portside ore prices in both Tianjin and Qinzhou port suggested rises with trading activity picking up; some alloy smelters eager to source ore
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