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July, 15th 2020

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China Steel Intelligence

Issue 31 Nov. 5, 2018

CSI: China puts one foot in front of the other

China continues to leave markets guessing in terms of its economic policy as it continues to take sectors one at a time and refuses to launch a mass nationwide stimulus. A delayed party plenum, endless proclamations and a lack of detailed policy mean the market is continuing to be pushed …

Issue 30 Oct. 2, 2018

CSI: China’s restrictions look to disappoint

China is leaving it to the last minute to give clarity on the depth of output restrictions during the winter heating period. Details released in late September were enough to undermine sentiment and send steel futures prices sinking however. In this issue we look at what we know and what …

Issue 29 Sept. 4, 2018

CSI: Chinese steelmakers highlight H2 fears

The unstable international trade situation and changes in the domestic market, especially stricter environmental protection requirements and policy on credit, have been cause for concern for Chinese steel companies in the second half of the year. Looking through the annual reports of 22 listed steel companies, the China-US trade war, …

Issue 28 Aug. 1, 2018

CSI: China’s stimulus needs a steady hand

As China faces down its economic slowdown and a trade war with the USA, all eyes are on its fiscal policy for any sign of stimulus. There is potential for an extreme reaction – either large-scale stimulus or inaction – to skew steel markets significantly in H2. In this issue …