China has delta now and that could un stuck everything. If they get it in their steel mills they'll close them down
and the world stock market gets the jitters and before anyone realizes it a super crash is happening.
IO prices will fall hard if they close their steel markets due to delta.
We all saw what happened when Brazil got covid and then delta and their mess caused prices to sky rocket.
Now we are starting to see it unfold in China. Delta hell will follow.
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