Steel Margins Out of China Are Driving Iron Ore Prices, Says CBA's Dhar

The video discusses the interplay between supply and demand, focusing on steel margins in China and their impact on iron ore prices. It examines the effects of China's winter curbs on steel production and prices. The correlation between copper prices and USD/RMB exchange rates is explored, highlighting potential market risks. The video also identifies market opportunities in base metals and oil, considering factors like OPEC's influence on oil prices.

In what way could China's winter curbs impact the price of iron ore?

What is the expected correlation between copper prices and the US dollar according to the discussion?