Insight
Steel: points to watch in 2019
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Having enjoyed a stellar run since the second half of 2017, in November 2018 steel prices started to fall, compressing steelmakers' margins to uncomfortable levels. Against this ubiquitous change in mood, 2019 is shaping up as a year of reckoning and resetting of expectations for the steel industry. We looked at a few themes that will shape 2019, including China economic rebalancing, trade wars, India capacity growth, and green steel.
Table of contents
- Executive Summary
- Steel margins – can the good times last?
- Despite the stimulus, gravity weighs on China steel demand
- Will trade wars lead to demand destruction?
- India: can steel production grow despite slowing demand?
- How green can steel go?
Tables and charts
This report includes the following images and tables:
- China steel margins and exports
What's included
This report contains:
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