Insight
China's steel in its post-peak era
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Report summary
As the world looks beyond China for growth, the domestic steel industry is left with multiple challenges at home - growing steel demand beyond property, managing over capacity with an associated social / employment angle, and decarbonising a financially fragile sector. China's EAF story will fly post 2035 as obsolete scrap Tsunami hits the nation and carbon costs become a reality for the steel sector. Uncover the following with us in the insight: • China steel finding new pivots of growth • The scale of the overcapacity problem • China EAF story will need carbon price support • China scrap unlocking timelines • The cost and options to go green for steel in China
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