Special Report

Iron Ore And Steel Markets: Bumpy Roads Ahead

22 Mar 2023

Both iron ore and steel will have oversupplied markets in 2023. The path of least resistance for iron ore and steel prices will be down in the coming months. We expect both iron ore and steel prices to drop by 15%-20% from their current levels. We recommend that investors short stocks for global steelmakers and global mining companies.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.