China Steel Intelligence
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China has had a dramatic year, with policy directions pushed around by circumstances. In particular there have been three policy conflicts: economic reform vs short term stimulus, zero Covid vs economic growth, and carbon emissions reductions vs economic stability. These have had both short- and long-term consequences, but as there …
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China has had a difficult summer, but for much of this period steel markets held out some hope of a better autumn. After all, stimulus funds were being made available and the government was saying there should be no panic. As August stumbled from crisis to crisis however, hopes for …
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China’s Politburo meeting at the end of July has set the tone for economic policy in the second half of the year. It ruled out stronger large-scale stimulus, although some policy support will be necessary just to keep the economy ticking over. Hopes of another boom, like that seen after …
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Steel mills expectations towards a recovery in steel demand in China were high coming into June, with hopes that the easing of covid lockdowns in many areas of the country would enable pent-up demand to come rushing back, leading to a destocking of steel inventory and supporting higher steel prices. …
Truly global, user-friendly coverage of the steel and related markets and industry that delivers the essential information quickly while delivering on most occasions just the right amount of between-the-lines comment and interpretation for a near real time news service of this kind.
Anonymous
Very good overview of the weekly steel market.
Anonymous