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Rory Green
rorygreen5
Huge implications of semiconductor shortageShort term, the chip famine will hit German and Mexican growthTwo countries with a high reliance on vehicle production + low domestic semiconductor output@TS_Lombard 1/4 Rising
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China vs Australia Although iron ore exports to China are growing strongly, Oz share of the pie has shrunkAustralia share of China's iron ore imports falls 10 ppts from April.
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