CSI: Xi calls the shots

CSI: Xi calls the shots (Nov. 1, 2017)

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Chinese president Xi Jinping has dominated headlines as well as the Chinese Communist Party this October. In economic terms supply side reform is the key policy and now constitutionally required for party members. What that means depends on the details of policies over the coming year. But in this issue we revisit the supply-demand balance over the winter in light of the latest updates.

We also take an opportunity to look at some of the side effects of China’s policy, such as growing induction furnace capacity and scrap demand in Southeast Asia. The key for prices however is still the conflict between policy restrictions and the desire for profit.

The question now is will output restrictions support the market, or will oversupply sink prices?

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CSI: Xi calls the shots (Nov. 1, 2017)

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