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Kallanish Kallanish

Knowledge matters Knowledge matters

September, 28th 2021

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China Steel Intelligence

Issue 9-21 Sept. 6, 2021

CSI: China’s climate ambition is commercial

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 …

Isuue 8-21 Aug. 6, 2021

CSI: Slower H2 won’t stop tight steel markets

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 …

Issue 7-21 July 7, 2021

CSI: A game of two halves

1 July was both the first day of H2 and the 100th anniversary of the Communist Party of China. The political anniversary also marks an inflection point in chairman Xi Jinping’s economic policy, while H2 is bringing in more short term market changes.

In this issue we will look at …

Issue 6-21 June 4, 2021

CSI: Volatility masks structural shifts

Market volatility is easing slightly but has likely not gone very far. As the dust of the last month settles however, there are some structural changes which will influence global steel markets in the medium term. The changes are largely good news for overseas steelmakers, while Chinese steelmakers, especially the …