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Kallanish Kallanish

Knowledge matters Knowledge matters

January, 23rd 2020

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China Steel Intelligence

Issue 25 May 1, 2018

Is the world ready for the next phase of Asian growth?

Kallanish Asia Steel Markets 2018 in Vietnam’s Ho Chi Minh City over 18- 19 April brought together mills, traders and analysts from across the continent and beyond, so this week we are giving over some space to share with you some of the key trends, developments and ideas discussed at …

Issue 24 April 5, 2018

CSI: Can trade wars support Chinese exports?

Trade wars are now the flavour of the day but so far the hard measures have yet to catch up with the aggressive rhetoric. An ongoing tit-for-tat response between China and the USA may well worsen over the coming months and change the picture for global trade.

In this issue …

Issue 23 March 2, 2018

CSI: Will inventories sink the ship?

The dearth of data in February means a shorter CSI but that does not mean we cannot investigate some important features of the market. In fact, the build-up of inventory in the run up to the strong demand period after the Spring Festival holiday is often the single most important …

Issue 22 Feb. 1, 2018

CSI: Has the steel export mix changed forever?

China’s high and rapidly growing export volumes used to be the single most important factor in global steel pricing but 2017 saw a sharp reversal, opening up markets to greater competition.

A closer look at the data however shows not all products and regions are seeing decline and in this …