Esta noticia (frenar las imporaciones de acero:
https://seekingalpha.com/news/3258345-t ... el-imports) favorece a las acciones como VALE?
Por lo que entiendo, si USA frena importaciones de acero, entonces las siderurgicas de USA deberian importar mas IO para generar acero para abastecer el mercado...seria asi?
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WSJ: Trump’s bid to stem steel imports faces big obstacles
Apr. 20, 2017 6:57 PM ET|By: Carl Surran, SA News Editor
Steelmakers rebounded in a big way today after Pres. Trump ordered a U.S. investigation of steel imports and China iron ore prices rose following a selloff that may have been overdone.
But a WSJ analysis notes that Trump’s bid to slow the flow of imports into the U.S. steel market is fighting strong currents: U.S. market prices are among the world’s highest, and a strong dollar makes overseas products even more competitive.
Wider duties on imports also could encourage U.S. producers to further drive up their prices, complicating Trump’s pledge to support U.S. manufacturers.
Even within the U.S. steel industry, many of the biggest producers are global companies with operations that could be affected by new trade sanctions.
In today's trade: AKS +8.6%, CLF +8.2%, X +7.3%, NUE +4.7%, MT +4.1%, VALE +3.6%, SLX +3.5%.