China’s steel markets, and markets globally, lost confidence in April. Data shows steel demand continuing to recover, but not at the speed some had hoped. Positive Q1 data meanwhile has been followed by a slowdown in real estate and manufacturing in April. A resetting of expectations for the second half …

At the end of March Kallanish held its Asia Steel Markets conference in Ho Chi Minh City. It was the biggest and best to-date, and yielded a wealth of interesting views and data. This issue of the CSI goes through some of the highlights from the presentations, including regional steel …

With official data from the National Bureau of Statistics not due until later in March, this issue seeks to put some perspective on the current Chinese steel market. The years since Covid emerged have been among the most disruptive for Chinese steel markets in recent history. Looking back at previous …

China’s return from the Spring Festival holiday has disappointed many in steel and raw materials markets. As previously noted, expectations for the return of demand had been overhyped, when there were so many factors which could delay any real rebound. A reassessment of the demand outlook for the year is …