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全球金属矿业:估值溢价回归历史常态,甚至存在折价空间-Global Metals Mining Plate premium back to the old normal and may be even below
2026-06-24 10:30
Vi e w p o i n t | 22 Jun 2026 09:00:00 ET │ 11 pages Global Metals & Mining Plate premium: back to the 'old normal' (and may be even below) CITI'S TAKE The peak plate 'premium' of $1,250/t in Aug'22 has now come down to $176/t in Jun'26 (vs a historic average premium of $197/t). It is also the ninth consecutive month when plate premium has been below historic average When plate prices were at its peak four years ago relative to HRC, there was a narrative that the 'new normal' of plate premium may be 2-3x h ...