Insight
How is the 2+26 policy impacting China’s steel industry?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The 2+26 policy aims to reduce pollution in winter in northern China. As it takes effect, it will affect the steel industry deeply and we have already seen restrictions taking effect. Steelmakers have been required to cap their utilisation rates at 50% and construction activity has stopped in some areas. These and other measures yet to come are creating huge uncertainty around steel supply and demand in Q4 2017 and Q1 2018. In this insight, we answer three main questions: why has this policy been released, how is it being implemented at a local level, and which is being harder hit by the policy – supply or demand?
Table of contents
- How is the 2+26 policy impacting China’s steel industry?
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Country Report
India iron ore supply summary
A comprehensive overview of the Indian iron ore industry covering all essential topics, including production, quality, and infrastructure.
$6,750
Insight
China economic focus March 2026: the 15th Five-Year Plan explained
Key economic priorities and structural shifts reshaping China's economy over the next five years.
$1,150
Insight
China economic focus January 2026: will the government save the economic downturn?
The Chinese economy will continue to be under pressure in 2026.
$1,150
