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Kallanish Kallanish

Knowledge matters Knowledge matters

January, 23rd 2020

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China Steel Intelligence

Issue 21 Jan. 5, 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 …

Issue 20 Dec. 1, 2017

China supercharged winter masks glacial shifts in demand

The start of winter restrictions has sent steel prices higher, especially for rebar, and iron ore has followed in hot pursuit, as we describe in our markets section. Now however, attention is turning from winter to the coming year. Ahead of an end-year round-up and more detailed predictions in the …

Issue 19 Nov. 1, 2017

CSI: Xi calls the shots

Chinese president Xi Jinping has dominated headlines as well as the Chinese Communist Party this October. In economic terms supply side reform is the key policy and now constitutionally required for party members. What that means depends on the details of policies over the coming year. But in this issue …

Issue 18 Oct. 3, 2017

CSI: China curbs forcing markets out of balance

China’s futures triggered a sudden drop in prices last month but now the market is turning back to fundamentals. With the next peak demand season upon us however, restrictions on both industrial output and steel consuming sectors have put market balance in doubt.