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Knowledge matters Knowledge matters

December, 13th 2019

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China Steel Intelligence

Issue 8 30 Nov 2016

Can restocking spark Christmas bonanza?

In this month's report we look at how steel and raw materials prices have remained strong in November as coking coal supply remains tight and steel inventories low. Beijing has tried to cool prices by cracking down on speculators but this had limited effect.

A key reason is that ...

Issue 7 31 Oct 2016

CSI: Can the state sustain China's bull run?

Steel, iron ore and coking coal prices have strengthened markedly in the weeks after the National Day holiday, brushing off fears that demand will decline into the winter. A key source of strength has been a seasonal uptick in real estate, although key monthly indicators are still down year-on-year. Over ...

Issue 6 30 Sep 2016

CSI: A golden October or a bleak mid-winter?

Steel and iron ore prices have lost ground since the end of August despite expectations of better demand after the October holiday, the 'Golden October' for steel demand as traders here are fond of saying.  

Issue 5 31 Aug 2016

CSI: Are prices trapped by weak demand?

Steel and iron ore prices rallied though most of August on expectations of autumn demand and news of restrictions on steelmaking.