Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Iron Ore and Dry Bulk Freight, Mint Finance

Umang Agrawal

Iron Ore and Dry Bulk Freight

Commodities

<ul>
<li>The EU plans to impose 25–50% duties on Chinese steel to protect domestic producers from cheap imports and high decarbonisation costs.</li>
<li>Analysts expect China’s steel exports to reach 120 million tons, intensifying global overcapacity, pressuring margins, and prompting protectionist responses worldwide.</li>
<li>EU tariffs on Chinese steel are unlikely to materially impact overall exports but function as strategic leverage, potentially reshaping flows and future negotiations.</li>
</ul>


The EU plans to impose 25–50% duties on Chinese steel to protect domestic producers from cheap imports and high decarbonisation costs.
Analysts expect China’s steel exports to reach 120 million tons, intensifying global overcapacity, pressuring margins, and prompting protectionist responses worldwide.
EU tariffs on Chinese steel are unlikely to materially impact overall exports but function as strategic leverage, potentially reshaping flows and future negotiations.


Shield or Strategy? EU’s Steel Tariffs Double as a Bargaining Chip with Beijing