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Kallanish Kallanish

Knowledge matters Knowledge matters

August, 4th 2021

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China Steel Intelligence

Issue 7-21 July 7, 2021

CSI: A game of two halves

1 July was both the first day of H2 and the 100th anniversary of the Communist Party of China. The political anniversary also marks an inflection point in chairman Xi Jinping’s economic policy, while H2 is bringing in more short term market changes.

In this issue we will look at …

Issue 6-21 June 4, 2021

CSI: Volatility masks structural shifts

Market volatility is easing slightly but has likely not gone very far. As the dust of the last month settles however, there are some structural changes which will influence global steel markets in the medium term. The changes are largely good news for overseas steelmakers, while Chinese steelmakers, especially the …

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 …