Reports on China, and especially on real estate, have focussed on the short term debt crises of a few companies. Beyond the concern over a debt crisis however, lies a longer-term trend and policy goals which pose serious problems for steel demand.

If China is able to wean itself off …

China’s steel markets are in the midst of a seasonal recovery in demand during a period when iron ore prices are under pressure and steelmakers should be able to sustain strong margins. You would be forgiven for not noticing his however, considering the two dramatic turns of events which rocked …

China’s climate goals have been given increasing prominence, and measures to improve local air quality levels have already had a significant impact on the steel industry. Will China’s new climate goals impact steel in the same way as local emissions controls? And will the impact be as deep? In the …

China’s policy environment continues to fluctuate dramatically, while sentiment swings have begun to boost steel price volatility, and have finally knocked iron ore off its $200 perch. Expectations for the full year remain broadly on track, with the strong growth rates in output and demand in H1 turning negative in …