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Kallanish Kallanish

Knowledge matters Knowledge matters

October, 21st 2019

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China Steel Intelligence

Issue 42 03 Oct 2019

CSI: China’s parades delay oversupply a few more weeks

Steel markets had a short panic in early September as production restrictions were looser than expected. These were then tightened ahead of the 70th anniversary of the founding of the People’s Republic of China on 1 October to ensure blue skies.

With economic sentiment souring and steel demand expected ...

Issue 41 04 Sep 2019

CSI: China faces H2 slowdown

After a strong H1, Chinese steel demand slumped in July and mills are now curtailing production as margins are squeezed. This has precipitated a sharp decline in iron ore and steel prices. But does this imply a collapse in H2, or will the seasonal recovery in October prevail? In this ...

Issue 40 02 Aug 2019

CSI: China rescues steel demand

China’s steel output in the first half grew rapidly year-on-year, but revisions show that it is still only regaining historical highs. The growth in demand meanwhile has been driven increasingly by state spending as consumer demand falters.

This month we revise our forecasts for the year in light of ...

Issue 39 08 Jul 2019

China Lights the Fire

Chinese steel market sentiment turned on a dime in June and sent prices of both steel and iron ore soaring at the end of the month. Support for local government spending and increasing restrictions on production sent steel prices sharply higher, while iron ore hit new highs as port stocks ...