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The least-worst minerals at a time of global contagion

There are no obvious winners in the mining sector yet from the China coronavirus but there are a number of “least-worst” situations emerging with two surprising nominations for the best-of-a-bad bunch award: iron ore and coking coal.

The least-worst minerals at a time of global contagion The least-worst minerals at a time of global contagion The least-worst minerals at a time of global contagion The least-worst minerals at a time of global contagion The least-worst minerals at a time of global contagion

The theory supporting the two key ingredients in steel is based on a view that while demand for minerals and metals is likely to be hit by a sharp fall in consumer confidence and sales of big ticket