节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
美国能源经济与金融分析研究所（IEEFA）的一份报告显示，随着钢铁行业加快向低碳生产技术转型，全球高品位铁矿石市场预计将显著扩张。
这一转变的驱动因素是直接还原法（DR）的日益普及，该技术正成为钢铁生产脱碳的关键路径。
直接还原铁（DRI）基炼钢相关需求上升。报告强调，直接还原铁基炼钢需要更高品位的铁矿石，尤其是直接还原级（DR级）原料，以生产低碳钢。随着钢铁企业逐步放弃传统高炉工艺，对这些更高质量原料的需求预计将大幅增长。IEEFA指出，这一结构性转变正在重塑全球钢铁行业的原材料需求。
尽管投资不断增加，但供应预计无法跟上需求增速。IEEFA预测，全球直接还原级铁矿石将出现供应短缺，未来几年短缺问题将显现，并可能在2030年Ő..
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