Workflow
新兴亚洲和中东地区有望在未来二十年内抵消中国钢铁产量峰值的影响
CISXFChina Steel(CISXF)2025-04-22 05:42

V i e w p o i n t | Emerging Asia + Middle East at close to where China was in 2004 (when the commodities cycle really kicked off) — This is relevant because of the refrain that "if China rolls off there are no other markets big enough which can provide a meaningful offset". While that appears to be still largely true, if Emerging Asia+ Middle East continue the growth rate seen in the last 19 years for the next 19 years, it could start to be meaningful enough to provide an offset for a (small) slowdown in s ...