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RBC Capital Markets asserts that recent iron ore discounts imposed by Chinese buyers on BHP Group are merely “optical, temporary and economically bounded.” Analysts argue these discounts do not indicate a structural loss of pricing power for the mining giant, but rather stem from specific market pressures. The firm views this pressure as transient, suggesting BHP’s dominance in the sector remains intact and that the pricing reductions will likely not impact long-term financial health.
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