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 …

China continues to leave markets guessing in terms of its economic policy as it continues to take sectors one at a time and refuses to launch a mass nationwide stimulus. A delayed party plenum, endless proclamations and a lack of detailed policy mean the market is continuing to be pushed …