China had entered 2021 with a plan to deal with the slowing economy and ensure stability. Even as it announced its targets in early March however, the world was changing. Covid in China and the Russian invasion of Ukraine have made achieving those targets much more difficult. Nevertheless, the targets …

In a change to the scheduled programme, this issue we will be looking at the early impacts, and some of the potential opportunities, for China’s steel industry resulting from the Russian invasion of Ukraine. Our review of changing environmental policies will wait until a wider policy review following the conclusion …

Steel markets have started 2022 on a strong note in China, with confidence recovering from late 2022, although real demand remains frozen in the winter snows. Higher steel output has driven iron ore back to $130/tonne levels, while steel export offers are being hiked despite limited buying interest.

Chinese steel …

China is entering a difficult year with a number of risks. Kallanish has already laid out its base case forecasts, but it is worth reviewing some of the uncertainties at the start of the year. In this issue we highlight a few factors which could shift our forecasts over the …