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Kallanish Kallanish

Knowledge matters Knowledge matters

January, 24th 2020

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China Steel Intelligence

Issue 29 Sept. 4, 2018

CSI: Chinese steelmakers highlight H2 fears

The unstable international trade situation and changes in the domestic market, especially stricter environmental protection requirements and policy on credit, have been cause for concern for Chinese steel companies in the second half of the year. Looking through the annual reports of 22 listed steel companies, the China-US trade war, …

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 At the same time, production restrictions over winter have been replaced by other restrictions in some areas, …