China is leaving it to the last minute to give clarity on the depth of output restrictions during the winter heating period. Details released in late September were enough to undermine sentiment and send steel futures prices sinking however. In this issue we look at what we know and what …

The unstable international trade situation and changes in the domestic market, especially stricter environmental protection requirements and policy on credit, have been cause for concern for Chinese steel companies in the second half of the year. Looking through the annual reports of 22 listed steel companies, the China-US trade war, …

As China faces down its economic slowdown and a trade war with the USA, all eyes are on its fiscal policy for any sign of stimulus. There is potential for an extreme reaction – either large-scale stimulus or inaction – to skew steel markets significantly in H2. In this issue …

China’s economy has been more robust than expected this year, especially construction levels over the last two months. Despite the threat of a major trade war with the USA, there is significant optimism in the market on demand in the second half. As it is time for our biannual review of our forecasts, we are pushing …