July 28, 2025 02:55 AM GMT metal&ROCK | Europe China Sentiment Shift China is back in focus, with supply side reform expectations supporting iron ore, coking coal and lithium. So far, we think for metals this is more of a shift in sentiment than fundamentals. Key Takeaways A sentiment shift in China... Policy signals around China's supply side reform, steel production cuts, and the announcement of a large infrastructure project have turned sentiment upwards. In particular, metals markets have focused on pla ...