Goldman Sachs on China Commodities Outlook

The video discusses the market outlook for steel and cement, highlighting a stable year due to increased infrastructure activities. It examines the dynamics of the iron ore and steel markets, noting changes in demand and supply. The video also explores overcapacity issues in various sectors, focusing on lithium market trends and pricing. Finally, it addresses US-China relations, emphasizing China's self-sufficiency efforts in commodities like bauxite.

How have supply responses affected the pricing of lithium in the market?

In what ways is China attempting to achieve self-sufficiency in various sectors?

What is the current state of bauxite self-sufficiency in China and its implications?