You've covered the key points.
Backed up by official stats (low IO port stocks, Dalian price).
Supported by anecdotal information. (recent EAF closures in china due to scrap shortages, BSL reports of three China sites back to full production, Vale production concerns re virus).
We just need to hear that the finished Steel inventory in China is shifting.
GLTAH
FT
You've covered the key points.Backed up by official stats (low...
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