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Commodities Markets and Energy

21 июн в 15:24 21 июн

🇨🇳🪨Довольно жёсткие падения цен на коксующийся уголь в Китае (красный график)

📊Индекс прибыльности "добытчиков" Китайской стали,также после февральских рекордов спикировал очень жёстко.

💬В Китае продолжается кризис в секторе недвижимости.Помним,что Китай это примерно половина всей мировой сталилитейной отрасли.

До России и США фундаментальные сдвиги из Китая только доходят.

Шорт добытчиков из США выглядит на мой взгляд оправданным

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