nothing specific. they say prices will probably go down further, and from a typically weak summer, something more negative can turn out. but it's not that bad, but there are risks. meanwhile a couple of buy recommendations, for example, MT, Posco and Baostil.
but this – capacity utilization around the world.
but this is in Russia, Ukraine. UBS says, that in Russia everything is a little better due to the domestic market and a slightly different structure of contracts. maybe that's why the opinions of Russian and Ukrainian analysts differ somewhat?)
