EPISODE · Jun 4, 2026 · 19 MIN
Episode 008: China's Steel Flood – Overcapacity, Bankruptcies, and Promises
from Steel Industry Podcasts | Steelonthenet.com · host Dr. Andrzej M. Kotas
[Steelonthenet.com] China exported a record 131 million tonnes of steel in 2025 — more than the entire EU produces annually. Global excess capacity reached 640 million tonnes and keeps rising. Dr. Kotas examines the property market collapse, the wave of mill bankruptcies, and why Beijing's capacity pledges are undermined by provincial governments. Conclusion: Chinese overcapacity is structural, not cyclical. 19-minute episode. Topics: China | Overcapacity | Trade Policy | Global ✅ Steel industry podcasts by Steelonthenet.com. View all Steel Podcasts.Listen on Apple Podcasts →
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What this episode covers
[Steelonthenet.com] China's steel crisis examined in three threads: the overcapacity itself, the bankruptcies it is causing, and the promises from Beijing and international bodies that have so far proved insufficient. Drawing on the OECD Steel Committee's 99th Session statement of March 2026.
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Episode 008: China's Steel Flood – Overcapacity, Bankruptcies, and Promises
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