价格与价差 - 亚洲钢铁价差因炼焦煤成本上升下降4%，纽柯热轧卷板现货价格上涨10美元/短吨[1] - 部分钢铁价差和价格有不同程度涨跌，如BSL部分滞后价差12个月涨幅达3% - 86%，部分钢铁价格12个月涨幅达7% - 47%[1] - 部分原材料和非铁废料及内存芯片价格有不同变动，如优质低挥发硬焦煤离岸价12个月涨幅39%，DRAM现货价格12个月涨幅达738% - 868%[1] 行业动态 - 美国将从2027年1月1日起对加拿大汽车、零部件和钢铁加征50%关税，加拿大承诺对等反制[6] - 纽柯8月24日宣布热轧卷板消费者现货价格本周为1180美元/短吨，环比上涨10美元/短吨[6] - 新西兰Vulcan Steel 2026财年EBITDA为1.303亿新西兰元，同比增长16%，营收为11.59亿美元，同比增长22%[6] 产能与产量 - 截至8月22日当周，美国钢铁产能利用率升至80%，产量为184.8万净吨，环比增长0.8%[6] - 7月中国钢坯出口量达193.5万吨，环比增长4.5%，同比增长48.7%，全球粗钢产量同比下降0.3%[6] 评级与覆盖 - J.P. Morgan全球股票研究覆盖中，增持、中性、减持比例分别为53%、36%、12%[29] - 分析师Lee Power覆盖公司包括Amcor PLC、Aurizon Holdings Limited等[29]

They think that they're gonna go to war with Donald Trump and actually win that war with The US, I think it's foolish on their part. I think you're gonna see Mark, Carney come to the table very, very quickly because it's gonna be devastating for his country. Let's bring in Bloomberg's Jon Herskovitz for more now.Jon, we know that Carney campaigned on a camp, on a message of fighting back against Trump. But what do we know about why these talks now fell apart. Sure.I well, the headline dispute was on medium ...