Broker: China Chromium Supply Rigid, Zhenhua to Dominate SOFC Demand

Bullish

What Happened

A broker expert call update highlights that China's chromium market is tightening due to a new round of state stockpiling and the suspension of a major project, while Zhenhua is positioned as the sole scaled supplier for SOFC-grade chromium.

Bottom Line

Broker sentiment turns bullish on China chromium, with Zhenhua as the key beneficiary of supply rigidity and emerging SOFC demand.

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