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Kallanish Kallanish

Knowledge matters Knowledge matters

January, 23rd 2020

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China Steel Intelligence

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 …

Issue 36 April 3, 2019

CSI: Chinese mills fight for VAT gains

China is continuing to issue measures to ease the burden on corporations but it remains to be seen if this is enough to support growth. Steelmakers hope to capture margin from the latest cut to VAT, but they may have more success at home than for exports.

Mill profits meanwhile …

Issue 35 March 6, 2019

CSI: Chinese output data is wild and untamed

In a quiet month for Chinese data, we will take the opportunity to look at some of the revisions in official data, especially a mammoth change in Hebei. With a lack of quality data on the Chinese steel sector, the quirks and quandaries are key to understanding the market.

With …

Issue 34 Feb. 4, 2019

CSI: China looks for a rebound

With China already on holiday for the Lunar New Year, this month’s issue is a two-parter. Looking at the longer term, we take a wider look as steel export volumes from East Asia.

Although these fluctuate alongside Chinese exports, 2018 saw a further breakdown of the trilateral trade between China, …