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Kallanish Kallanish

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July, 10th 2020

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China Steel Intelligence

Issue 52 July 6, 2020

CSI: China will swim through its wet summer

China’s steel demand is now coming off record highs. A gentle decline is more likely than a price crash in the near term however. Chinese output is already adjusting away from pressured long products.

China meanwhile is also moving towards some longer-term goals. The vast Simandou iron ore deposit in …

Issue 51 June 8, 2020

CSI: Chinese Steel Demand Enjoys a Crisis

China’s steel demand is set to grow this year despite, and in fact because of, the coronavirus. This does not mean the economy is strong. Consumer spending and employment remain problems and the financial burden that is slowing growth will become that much heavier this year.

Steel however is a …

Issue 50 May 6, 2020

CSI: China returns to its great debate

The coronavirus is a new crisis, yet it is forcing China deeper into the same debate it has been struggling with for a decade. Q1 was expected to be weak, but the recovery in Q2 has disappointed. Now Beijing must decide exactly how and how much it wants to support …

Issue 49 April 7, 2020

CSI: China struggles to recover

China has seen the mortality rate of its coronavirus epidemic drop but it has had more difficulty supporting an economic recovery in the aftermath. While activity has clearly picked up, it has not yet reached the levels steel traders had hoped for at the start of March. As global markets …