节点：上游（原材料/资源端）位置：上游情绪：利空参考度：9/10
11月13日，澳大利亚铁矿石价格几乎持平，收于102.55美元，已连续两天保持在102美元关口上方。西芒杜大型矿山投产，引发了供应将更充足的预期，而中国钢厂因亏损扩大而减产。
即便如此，中国人民银行重申致力于维持宽松货币政策，这有助于提振市场情绪，推动 ..
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If the steel demand is weak and iron ore inventories are rising, how can the loose monetary policy alone keep the iron ore price steadily above $102? Won’t the continuous increase in inventory and weak demand put downward pressure on the price? And with the expected increased supply from Simandou mi…