Industrial
Steel supply chain
Iron ore, coking coal, EAF scrap, and rolling mills feeding construction and autos.
⚠ Coking coal & graphite electrodes
Key chokepoints
- Coking coal & PCIMining
Australia and Mongolia dominate seaborne met coal; weather and export policy move prices fast.
Related tickers: X
- Graphite electrodes (EAF)Consumables
Needle coke supply shocks can constrain EAF utilization globally.