Met Coal Prices Jump on Indian Buying and China Industry Policy Shift

Beijing Finally Addresses Steel Overcapacity

We’ve been saying “July can’t get here soon enough” for a while. And now that it’s here, we are of course being inundated with news.

As such, today’s update is a doozy, so this will be a longer form piece. Normal charts and tables will be included below, but this one was just too big to fit into chat.