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

July, 6th 2020

Free Trial Buy Subscription

China Steel Intelligence

Issue 10 Jan. 31, 2017

Turning the tide of Chinese steel exports

As the Chinese steel market enters the New Year holiday, steel and steelmaking raw material prices remain high and the market is optimistic that buying after the holidays will be strong. There remains however a fundamental issue, which is that real steel demand should be down in 2017 and raw …

Issue 9 Dec. 31, 2016

New Year, New Forecasts, New Hope?

At the end of a year which defied expectations, forecasts for 2017 will have to come loaded with disclaimers. Nevertheless, our original 2016 forecasts also contained plenty to give us confidence. 

Issue 8 Nov. 30, 2016

Can restocking spark Christmas bonanza?

In this month's report we look at how steel and raw materials prices have remained strong in November as coking coal supply remains tight and steel inventories low. Beijing has tried to cool prices by cracking down on speculators but this had limited effect.

A key reason is that the …

Issue 7 Oct. 31, 2016

CSI: Can the state sustain China's bull run?

Steel, iron ore and coking coal prices have strengthened markedly in the weeks after the National Day holiday, brushing off fears that demand will decline into the winter. A key source of strength has been a seasonal uptick in real estate, although key monthly indicators are still down year-on-year. Over …