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Kallanish Kallanish

Knowledge matters Knowledge matters

July, 12th 2020

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China Steel Intelligence

Issue 43 Nov. 4, 2019

CSI: China faces structural pressures

China’s steel markets fell but then steadied in October. That is giving the market a useful moment to catch its breath and look at what is to come. With the Chinese economy slowing, Beijing refusing outright stimulus and developers looking at their cashflow, how concerned should the steel sector be …

Issue 42 Oct. 3, 2019

CSI: China’s parades delay oversupply a few more weeks

Steel markets had a short panic in early September as production restrictions were looser than expected. These were then tightened ahead of the 70th anniversary of the founding of the People’s Republic of China on 1 October to ensure blue skies.

With economic sentiment souring and steel demand expected to …

Issue 41 Sept. 4, 2019

CSI: China faces H2 slowdown

After a strong H1, Chinese steel demand slumped in July and mills are now curtailing production as margins are squeezed. This has precipitated a sharp decline in iron ore and steel prices. But does this imply a collapse in H2, or will the seasonal recovery in October prevail? In this …

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 …