Shanxi Safety Overhaul
Perhaps a BIG DEAL for Met Prices
I’ve been trying to figure out how serious this Shanxi “safety overhaul” is in China over the past couple of days. Something is definitely going on in Chinese domestic met markets, causing prices to test the annual highs. It’s either the safety shutdowns or Mongolian supply constraints caused by logistics bottlenecks, or a combination thereof. I’ve only…