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Kallanish Kallanish

Knowledge matters Knowledge matters

May, 18th 2021

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China Steel Intelligence

Issue 5-21 May 7, 2021

CSI: China rebate cuts stoke global market rally

China has sent shockwave through global steel markets by making its long-rumoured abolition of export tax rebates official. The impact in the short term is to drive prices higher, but the deeper impact may only
be felt once global steel markets cool down. 

Kallanish meanwhile held its annual Asia Steel Markets …

Issue 4-21 April 8, 2021

CSI: Can China drag steel output lower?

Chinese steel production is peaking. By 2025, the end of the new five-year plan, output will almost certainly be lower than last year’s record. The government has said however that it wants output to decline this year.

Considering the strong y-o-y growth in output seen so far this year, cutting …

Issue 3-21 March 9, 2021

CSI: China’s policy is at a turning point.

China has come off the back of a difficult year, but in terms of policy in the steel industry the real challenges are just beginning. China is fi nally approaching peak steel and is planning on a restructuring of the economy. The focus this month then is on the ‘Two Sessions,’ the …

Issue: 59 Feb. 4, 2021

CSI: Steel sector consolidation finally within reach

China has been on a rollercoaster, not only in the last year, but the last twenty years. Now it is looking at the coming five years and is hoping for sufficient calm to achieve more of its goals in terms of restructuring and consolidating its growth. For the steel industry, …