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CSI: Can trade wars support Chinese exports? (April 5, 2018)

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 however we take a look at the direct impacts of the tariffs announced so far on steel. The result may be counterintuitive: higher Chinese steel exports.

With concerns over Chinese domestic demand and international trade, the question now for the steel industry is will Chinese steel exports see a rebound?