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Can a new round of Steel supply-side reform be fully initiated?
East China Futures believes that, considering the current state of the industry, the uncertainty of hedging external demand, and the achievement of the energy consumption targets set in the 14th Five-Year Plan, the discussion on this round of Supply-side Reform 2.0 is not without basis. Once the policy is implemented, the most direct impact will be a temporary expansion of industry profits, but the extent of this expansion may be lower than in the previous round of policies, expected to be between 300 to 400 yuan per ton.
South Korea Follows Trump and Seeks Tariffs on Chinese Steel
The China Iron and Steel Association believes that the USA's imposition of a 25% tariff on steel violates multilateral trade rules.
The China Iron and Steel Industry Association announced that on the evening of February 10, Eastern Time, the US government announced adjustments to import tariffs on Steel and Aluminum, reinstating the Section 232 tariffs on previously exempt trading partners and further increasing the import tariffs on Aluminum products.
Govt Urged To Act Swiftly Over Possible Steel Dumping Amid 25% US Tariff
CICC's outlook for the construction Industry in 2025: Seeking stability and progress.
Focus on the centrally-owned construction enterprises with relatively stable fundamentals, which benefit from the new regulations on debt reduction and Market Cap management.
BMO Notes Canada's Steel, Aluminum Export Exposure to The U.S.