Market Insights
Top news, commentary and analysis on the China steel and other commodities markets.
China’s 15th Five-Year Plan calls for higher domestic oil and gas production. With oil demand approaching its peak and gas demand growth slowing, attention is increasingly turning to the outlook for imports, including the remaining growth potential and the associated opportunities and risks.
In August 2026 the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) released the 15th Five-Year Plan for Oil & Gas Development, the first standalone national five-year plan for the sector. The 15th asks how the industry redefines its role in the energy t
The European Union's new "melt-and-pour" origin rule for steel, effective October 1, is set to reshape stainless steel exports from Indonesia and China. The rule tightens traceability requirements from the outset and, from October 2027, links melt-and-pour data to import quota allocation.
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