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Kallanish Kallanish

Knowledge matters Knowledge matters

June, 7th 2020

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China Steel Intelligence

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 …

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 …