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Kallanish Kallanish

Knowledge matters Knowledge matters

April, 9th 2020

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China Steel Intelligence

Issue 40 Aug. 2, 2019

CSI: China rescues steel demand

China’s steel output in the first half grew rapidly year-on-year, but revisions show that it is still only regaining historical highs. The growth in demand meanwhile has been driven increasingly by state spending as consumer demand falters.

This month we revise our forecasts for the year in light of the …

Issue 39 July 8, 2019

China Lights the Fire

Chinese steel market sentiment turned on a dime in June and sent prices of both steel and iron ore soaring at the end of the month. Support for local government spending and increasing restrictions on production sent steel prices sharply higher, while iron ore hit new highs as port stocks …

Issue 38 June 6, 2019

CSI: Can China stave off a summer meltdown?

As China’s steel market peaks, mills are caught between rising raw materials prices and falling steel prices. Because they are still profitable however, they are still producing at high rates. Unless production falls or demand is stronger than expected, inventories will increase, prices fall and exports become more competitive.

The …

Issue 37 May 2, 2019

CSI: Is the Belt and Road made of steel?

China took a more modest tone in its latest Belt and Road Forum, bringing it into line with most estimates of the steel industry which have rejected the very bullish outlook of some miners. Kallanish takes the opportunity to set out its view, alongside its count of new steelmaking capacity …