It's probably not what U.S. President Donald Trump had in mind when imposing tariffs on aluminium imports, but it looks likely that some of the big winners from the 10% import tax will be China's producers.
Like the Soviet Union in the 1970s, China is coming to the end of a long labor-force boom and hoping that an orgy of investment will keep the old magic going while stabilizing its fraying frontiers.
The market research firm states that despite coal being an increasingly targeted commodity on environmental protection grounds, the demand remains strong.
For the International Energy Agency, having the Democratic Republic of Congo as the supplier of almost 60 per cent of the global production of cobalt is a risky business.
Shandong's Environmental Protection Bureau said it would cut pig iron production capacity by 600,000 tonnes and crude steel by 3.55 million tonnes by the end of this year.