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The Chinese clean-up commodity opportunity

by James Poulter on Mar 07, 2013 at 10:25

Silver demand may also be supported by an increase in the use of solar power according to the investment bank. The implications for steel could be neutered by policy action to tackle heavy industry according to Lewis.

'Transport and railway infrastructure consumption accounted for 6.2% of Chinese steel consumption last year. While this may support steel demand for these sectors, we expect this may simply be offset by measures to curb the activities of heavy industry including steel.’

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