Iron ore miners have cut capex as iron ore prices have fallen, but we are now seeing a structural increase in demand as China phases out is own mining industry and India is beg
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THE COMING IRON ORE DEFICIT
Iron ore miners have cut capex as iron ore prices have fallen, but we are now seeing a structural increase in demand as China phases out is own mining industry and India is beg
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Subscribe to Capital Flows and Asset Markets to keep reading this post and get 7 days of free access to the full post archives.