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Kallanish Kallanish

Knowledge matters Knowledge matters

April, 8th 2020

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China Steel Intelligence

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 …

Issue 47 March 4, 2020

CSI: Breaking free of coronavirus

As the coronavirus epidemic in China begins to slow the country is beginning to count the economic cost of the outbreak. For steel as much as any other sector, a lack of economic activity has hit demand hard. But how hard has yet to be seen in available data. In …

Issue 46 Feb. 6, 2020

CSI: Uncertainty is contagious

Chinese spot steel markets remain quiet and are likely to remain subdued well into February. Government efforts to bring demand forward earlier in the year have been forgotten as the Wuhan coronavirus shutters factories and prevents workers from returning to their city of employment.

Uncertainty will dominate the market until …

Issue 45 Jan. 10, 2020

CSI: Chinese New Year brings demand hopes

Chinese steel markets fell quiet at the end of 2019 and are likely to remain quiet until the Chinese New Year holiday at the end of January. A quickening increase in inventory levels is being offset by expectations of firm demand in the first half of the year. 

Government support …