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Kallanish Kallanish

Knowledge matters Knowledge matters

July, 3rd 2020

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China Steel Intelligence

Issue 14 June 2, 2017

CSI: What the scrap?

Heading into summer, Chinese steel markets have remained surprisingly firm despite several warning signals starting to creep into the market. This has been in part because of a minimal slowdown in demand but mainly because of the continuing knock-on effects of the closure of induction furnace capacity.

 

Issue 13 May 3, 2017

CSI: Q1 Too Good To Last

We hope you enjoyed the steel market in Q1, because it is unlikely to be repeated any time soon. The combination of factors which made the quarter so positive for prices, and profitable for steelmakers, is already fading away. That will impact both prices and margins, and Chinese steelmakers which …

Issue 12 April 4, 2017

CSI: Asian Steel Market at a Turning Point

Asian steel markets are at turning points in both the short and long term. Luckily for us, this coincides perfectly with Kallanish Asia Steel Markets, which was held at the heart of changes in steel trade in Ho Chi Min City on 28-29 March. In the short term, China is …

Issue 11 Feb. 28, 2017

Capacity vs demand: is China finally winning the battle?

China’s steel market is heading into the period of peak demand on a very positive note, with prices for steel and iron ore soaring. Data is scarce in the first month of each year but in this issue we first look at market inventories, which appear to have peaked, and …