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Kallanish Kallanish

Knowledge matters Knowledge matters

December, 12th 2019

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China Steel Intelligence

Issue 12 04 Apr 2017

CSI: Asian Steel Market at a Turning Point

Asian steel markets are at turning points in both the short and long term. Luckily for us, this coincides perfectly with Kallanish Asia Steel Markets, which was held at the heart of changes in steel trade in Ho Chi Min City on 28-29 March. In the short term, China is ...

Issue 11 28 Feb 2017

Capacity vs demand: is China finally winning the battle?

China’s steel market is heading into the period of peak demand on a very positive note, with prices for steel and iron ore soaring. Data is scarce in the first month of each year but in this issue we first look at market inventories, which appear to have peaked ...

Issue 10 31 Jan 2017

Turning the tide of Chinese steel exports

As the Chinese steel market enters the New Year holiday, steel and steelmaking raw material prices remain high and the market is optimistic that buying after the holidays will be strong. There remains however a fundamental issue, which is that real steel demand should be down in 2017 and raw ...

Issue 9 31 Dec 2016

New Year, New Forecasts, New Hope?

At the end of a year which defied expectations, forecasts for 2017 will have to come loaded with disclaimers. Nevertheless, our original 2016 forecasts also contained plenty to give us confidence.