Author: Nidhi Awasthi
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Tightening seaborne supply supports iron ore prices, but weak Chinese steel margins cap near-term upside
Chinese buyers cautious amid uncertain steel production outlook China’s H1CY’26 iron ore imports projected to fall by 5 mnt y-o-y Horizon Insights: The global iron ore market is showing signs of tightening on the supply side, but demand-side weakness is likely to keep prices largely range-bound in the near term. Recent disruptions in the seaborne supply…