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Kallanish Kallanish

Knowledge matters Knowledge matters

January, 24th 2020

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China Steel Intelligence

Issue 41 Sept. 4, 2019

CSI: China faces H2 slowdown

After a strong H1, Chinese steel demand slumped in July and mills are now curtailing production as margins are squeezed. This has precipitated a sharp decline in iron ore and steel prices. But does this imply a collapse in H2, or will the seasonal recovery in October prevail? In this …

Issue 40 Aug. 2, 2019

CSI: China rescues steel demand

China’s steel output in the first half grew rapidly year-on-year, but revisions show that it is still only regaining historical highs. The growth in demand meanwhile has been driven increasingly by state spending as consumer demand falters.

This month we revise our forecasts for the year in light of the …

Issue 39 July 8, 2019

China Lights the Fire

Chinese steel market sentiment turned on a dime in June and sent prices of both steel and iron ore soaring at the end of the month. Support for local government spending and increasing restrictions on production sent steel prices sharply higher, while iron ore hit new highs as port stocks …

Issue 38 June 6, 2019

CSI: Can China stave off a summer meltdown?

As China’s steel market peaks, mills are caught between rising raw materials prices and falling steel prices. Because they are still profitable however, they are still producing at high rates. Unless production falls or demand is stronger than expected, inventories will increase, prices fall and exports become more competitive.

The …