In a quiet month for Chinese data, we will take the opportunity to look at some of the revisions in official data, especially a mammoth change in Hebei. With a lack of quality data on the Chinese steel sector, the quirks and quandaries are key to understanding the market.

With …

With China already on holiday for the Lunar New Year, this month’s issue is a two-parter. Looking at the longer term, we take a wider look as steel export volumes from East Asia.

Although these fluctuate alongside Chinese exports, 2018 saw a further breakdown of the trilateral trade between China, …

China has just come out of a year of volatility and high steelmaking margins. In 2019 however the volatility may stay but the margins are likely to shrink. China faces a wide array of challenges, of which the trade war with the USA is only one. Weaker consumer demand, indebted …

Chinese steel markets slumped through November with some of the most rapid declines in prices in months, and in some cases years. The start of December however saw a cease-fire in the US-China trade war which suddenly sent prices skyrocketing again, if only briefly. Both the sharp decline in prices …