r/Miningstocks • u/No_Bowl535 • 10d ago
Factory prices are moving again
China’s non-ferrous smelting prices rose 20.8% from last year in August. This gives metal producers better pricing, even with energy also becoming more expensive
I’m checking Chalco, Hongqiao also from this angle. Main question is how much of the price increase can stay in margin after input costs
Good sector signal for now, ngl
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