Industry Trend Analysis - Weekly Mining & Projects Roundup - SEPT 2015

India land acquisition setback will hamper steel production growth in the short term.

  • A strong US dollar and weakening Chinese growth will delay the bottom in commodity prices and the post 2016 rebound in prices will be weak.

  • Iran to benefit from lifted sanctions in the long term.

  • India's Long Term Steel Growth Still Strong
    Steel Production, 000's tonnes (LHS), %Chg y-o-y (RHS)
    Source: BMI

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