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Insight

China appears to be becoming an increasingly price-sensitive commodities buyer. Chinese crude oil imports indicate a pronounced negative correlatio...

Insight

Earlier this year, China announced its development plan targets for the raw materials industry during the 14th five-year plan (2021-2025). Its them...

Insight

The Chinese government released the framework for its 13th five-year-plan (FYP) in March 2016. The plan outlines the country's economic and social ...

Insight

Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...

Insight

Induction furnaces and the steel they produce have been illegal in China since 2000. However, they still exist on a large scale. The ongoing endeav...

Insight

We forecast a widening of the iron ore quality differentials driven by an increasing preference for high-grade ore. The continued focus on environm...

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