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Kallanish Kallanish

Knowledge matters Knowledge matters

December, 8th 2019

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China Steel Intelligence

Issue 24 05 Apr 2018

CSI: Can trade wars support Chinese exports?

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 ...

Issue 23 02 Mar 2018

CSI: Will inventories sink the ship?

The dearth of data in February means a shorter CSI but that does not mean we cannot investigate some important features of the market. In fact, the build-up of inventory in the run up to the strong demand period after the Spring Festival holiday is often the single most important ...

Issue 22 01 Feb 2018

CSI: Has the steel export mix changed forever?

China’s high and rapidly growing export volumes used to be the single most important factor in global steel pricing but 2017 saw a sharp reversal, opening up markets to greater competition.

A closer look at the data however shows not all products and regions are seeing decline and in ...

Issue 21 05 Jan 2018

CSI: Strap yourselves in for a bumpy 2018

As the new year begins the outlook for Chinese steel is far more positive than it was a year ago, but it is unlikely to repeat the success it had over the last twelve months.

In this issue we break down our forecasts for the year by sector, as well ...