China Steel Spreads Climb as "Chickens" Face Chopping Block
With Beijing's war on scrap-strip steel showing no signs of abating, spreads should remain high for the foreseeable future.Chinese steel spreads...
281 Views
Magang Heads Higher as 'Scrap Strip' Deadline Passes
Beijing’s crackdown on ‘scrap strip’ steel producers has been remarkably successful so far, with approximately 70 million tons p.a. of capacity...
347 Views
Ma'anshan Iron and Steel: Back from the Dead
Ma’anshan Iron and Steel is set for rapid earnings growth this year thanks to a dramatic recovery in Chinese steel prices. The company’s margins...
294 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.4k Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.6k Views