Cookie & Privacy Policy

This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. View the privacy policy to find out more here.

Kallanish Kallanish

Knowledge matters Knowledge matters

September, 22nd 2020

Free Trial Buy Subscription

China Steel Intelligence

Issue 54 Sept. 7, 2020

CSI: Chinese steel enters its stride

As China prepares to enter another period of peak demand, expectations for the short term are bullish. Forecasts for the year have been revised upwards, in part because of strong demand and in part because of China becoming a net importer of steel.

There is also some caution about whether …

Issue 53 Aug. 6, 2020

CSI: China Steel Importer

China’s demand rush has left its prices so high that imports have become increasingly attractive. With China officially a net importer of steel in June, how long can this phenomenon last? Will the country still be absorbing global excess steel supply for the rest of this year and into 2021? …

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 …