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Kallanish Kallanish

Knowledge matters Knowledge matters

August, 15th 2020

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China Steel Intelligence

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 …

Issue 27 July 3, 2018

CSI: China’s steel sector outlook brightens for H2

China’s economy has been more robust than expected this year, especially construction levels over the last two months. Despite the threat of a major trade war with the USA, there is significant optimism in the market on demand in the second half. As it is time for our biannual review of our forecasts, we are pushing …

Issue 26 June 4, 2018

Will China's demand spike last?

After a troubled start to the year, China’s steel market has improved dramatically since April. Strong demand continued in May but there were moments in the month when it appeared demand was sliding. At the same time, production restrictions over winter have been replaced by other restrictions in some areas, …

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 …