Insight
China's steel in its post-peak era
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
CMRG's role in the iron ore market
Examining the stabilisation efforts and market impact
$1,050
Asset Report
Hombre Muerto North (POSCO) - Lithium brine project
A detailed analysis of the Hombre Muerto North (POSCO) lithium brine project.
$2,250
Asset Report
Ya'an - Lithium refinery
A detailed analysis of the Ya’an lithium refinery.
$2,250
