CSI: Second half has a lot to live up to

CSI: Second half has a lot to live up to (July 31, 2017)

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After a stronger-than-expected first half it is time to review Kallanish’s expectations for 2017. In this issue we revise our output data to account for induction furnace capacity, and look at the knock-on implications for apparent and end user demand. Because including induction furnaces means our forecasts won’t match official data, this year we will publish two sets of forecasts: one set covers output and demand including induction furnaces; the other is where this should leave official data.

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CSI: Second half has a lot to live up to (July 31, 2017)

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