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Kallanish Kallanish

Knowledge matters Knowledge matters

April, 9th 2020

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China Steel Intelligence

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, …

Issue 33 Jan. 9, 2019

CSI: The state sets the tone in 2019

China has just come out of a year of volatility and high steelmaking margins. In 2019 however the volatility may stay but the margins are likely to shrink. China faces a wide array of challenges, of which the trade war with the USA is only one. Weaker consumer demand, indebted …