Hi Ned
Although the USA only accounts for 0.4% of seaborne IO it would still be interesting to know to what extend they might be importing steel. If they import a significant portion of their steel, high infrastructure spending could still have a significant impact on IO prices albeit not directly but through increased demand form steel producing countries I would think?
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Hi NedAlthough the USA only accounts for 0.4% of seaborne IO it...
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