I agree that China's 2.2% steel exports to the USA wont significantly impact on China's steel production
& its import of iron ore & met coal.
Other issues such as GDP growth , The Silk Road & Belt program, African & other Third World development programs will be the determinant together with China's closure of its own coal mines
China's import of iron ore is forecast to lift 4% this year and with the closure/depletion of China coal mines, we should see a modest demand rise in seaborne met coal out of China, IMO .
CKA Price at posting:
4.6¢ Sentiment: Buy Disclosure: Held
