VALE继续给市场烟雾弹。按照它的估算，今年铁矿石减产幅度会接近四分之一。市场对这个数据很疑惑，VALE承诺说周三会给出更加精确的预估。今年中国矿石消费面临较大不确定性，市场各种炒作和自救层出不穷，使得矿石的交易难度增加不少。

Top Iron Ore Miner Skips 2019 Output Guidance at Least for Now Vale shuttered operations with 93 million tons of capacity Company said it plans to provide more details WednesdayBy?Peter Millard

(Bloomberg) –?The world’s largest iron ore miner didn’t provide full-year guidance in its quarterly production release, highlighting the?struggle?the company is facing in getting its curtailed capacity back online after a deadly Jan. 25 dam spill. “It’s pretty difficult for them to give people a hard number,” said?Andrew Cosgrove, a Bloomberg Intelligence analyst. “I assume we’ll get more details tomorrow.” Vale SA?has shuttered operations at facilities that produce almost 93 million metric tons a year, the Rio De Janeiro-based miner said in a statement Tuesday. About 11 million tons of pellet production capacity was curtailed as a result of the stoppage at Fábrica and Vargem Grande plants, it said. The company may provide more details about its “initiatives” on Wednesday, it said, without being more specific. Morgan Stanley?expects?the top iron ore min