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
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What's included
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