p*r
2 楼
Besides China, which other countries will have massive construction ?
What if China is slow down on massive construction ? I am not sure if the
construction
is enough in China now or will continue do as much as before.
Overall the biggest steel consumption is in China, but I doubt it will have
as much as the last 10 years. If steel consumption is going lower, CLF will
not
go as high as before.
Overall in terms of commodities. Oil is still the best because it is not
like steel. People use it, and it's gone, and once people use it, likely to
use more.
What if China is slow down on massive construction ? I am not sure if the
construction
is enough in China now or will continue do as much as before.
Overall the biggest steel consumption is in China, but I doubt it will have
as much as the last 10 years. If steel consumption is going lower, CLF will
not
go as high as before.
Overall in terms of commodities. Oil is still the best because it is not
like steel. People use it, and it's gone, and once people use it, likely to
use more.
x*0
3 楼
Mark
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