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Wondering if anyone has knowledge of what impact the Chinese...

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    Wondering if anyone has knowledge of what impact the Chinese emission reduction policy will have on Shagang offtake over the mid-term (say, 6 months to 3 years?).
    I am thinking none.
    I am aware Shagang has 5 manufacturing bases. Are all of those using pellets as opposed to bulk lower Fe ore?
 
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