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China Steel Intelligence

Issue 51 | June 8, 2020

China’s steel demand is set to grow this year despite, and in fact because of, the coronavirus. This does not mean the economy is strong. Consumer spending and employment remain problems and the financial burden that is slowing growth will become that much heavier this year.

Steel however is a …

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Issue 50 | May 6, 2020

The coronavirus is a new crisis, yet it is forcing China deeper into the same debate it has been struggling with for a decade. Q1 was expected to be weak, but the recovery in Q2 has disappointed. Now Beijing must decide exactly how and how much it wants to support …

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Issue 49 | April 7, 2020

China has seen the mortality rate of its coronavirus epidemic drop but it has had more difficulty supporting an economic recovery in the aftermath. While activity has clearly picked up, it has not yet reached the levels steel traders had hoped for at the start of March. As global markets …

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Issue 47 | March 4, 2020

As the coronavirus epidemic in China begins to slow the country is beginning to count the economic cost of the outbreak. For steel as much as any other sector, a lack of economic activity has hit demand hard. But how hard has yet to be seen in available data. In …

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