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Iron ore prices at a 6-week low due to rising US tariff tensions

Iron ore futures declined for the sixth consecutive session on Monday, as trade tensions increased between the U.S.

The May contract for iron ore on China's Dalian Commodity Exchange ended the daytime trading 2.81% lower, at 779.5 Yuan ($106.91).

In the early part of the session, prices fell to 777.5 Yuan, their lowest level since January 14.

The benchmark iron ore for April on the Singapore Exchange fell 2.53% to $99,85 per ton.

U.S. Treasury secretary Scott Bessent announced on Friday that Mexico had proposed matching U.S. Tariffs against China, after U.S. president Donald Trump vowed to impose another 10% tariff on Chinese imports.

Trump announced that he would impose 25% tariffs starting March 4 on all imports of steel and aluminum. This sparked a new round of trade tensions with China.

The market discussions about China's potential plans to reduce crude steel production by 50 million tonnes in 2025 also weighed on the iron ore price.

China's state planner and state-backed China Iron and Steel Association failed to respond to our request for comment.

A private sector survey released on Monday showed that China's manufacturing activity increased at a faster rate in February due to a stronger demand, supply, and export orders.

The survey's positive trend is in line with the official PMI data, released on Saturday. This showed that manufacturing activity in February grew at the fastest rate in three months.

The reading should reassure officials about the fact that stimulus measures implemented last year have helped to recover the economy amid slow demand and a struggling real estate sector.

Coking coal and coke, which are used in the steelmaking process, have both risen by 0.96% and 0.2%, respectively.

The benchmark steel prices on the Shanghai Futures Exchange were flat. The price of rebar fell by 0.66%. Stainless steel gained 0.04%. Wire rod dropped around 0.1%. Hot-rolled coils were flat. $1 = 7.2911 Chinese Yuan (Reporting and editing by Michele Pek, Sumana Dhaniwala and Mrigank Dahniwala).

(source: Reuters)