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Shanghai Metals Market

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TRIANGULAR DYNAMICS OF CHINA, INDIA, AND ASEAN: RESTRUCTURING MARKET SHARE IN SOUTHEAST ASIA
Jul 9, 2026 16:00
0
Overview

SMMWebinar | The Triangular Dynamics of China, India, and ASEAN: Restructuring Market Share in Southeast Asia

Join the upcoming SMM Webinar for an in-depth discussion on the evolving steel market dynamics between China, India, and ASEAN, and how shifting trade flows, policy changes, and cost competitiveness are reshaping Southeast Asia’s steel landscape.

🎙️ Featured Speakers

🔹 Amit Hablani — Indonesia Country Director, SMM 

Bringing insights into India’s steel market, capital movements, and evolving export strategies across ASEAN.

🔹 Thomas Chong Keat Lam — Senior Steel Analyst, Malaysia, SMM 

Sharing perspectives on China–ASEAN steel trade flows, regional supply-demand dynamics, and structural market shifts.

This webinar will examine how China, India, and ASEAN are rebalancing steel trade flows and market share amid capacity expansion, CBAM pressures, raw material tightness, and changing regional cost competitiveness.

Key Discussion Areas

1. H1 2026 Market Review: Analyzing H1 Steel Import/Export Trade Flows

2. Restructuring Trade Flows & The ASEAN Paradox

3. The CBAM Legislation — “Carbon Reduction” vs. “Trade Diversion”

4. Raw Material Tightness and Ironmaking Efficiency: Reshaping Cost

Join us for expert insights, interactive discussion, and a live Q&A.

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Presented by
Thomas Chong avatar
Thomas Chong
Senior Steel Analyst
Thomas Chong, an analyst in the steel industry research department at SMM, specializes in research on steel products and the steel industry chain. He maintains extensive connections across relevant enterprises, such as steel plants, traders, and downstream end-users. He provides actionable insights on supply-demand shifts and price trends in the Overseas Steel Market.
Thomas Chong, an analyst in the steel industry research department at SMM, specializes in research on steel products and the steel industry chain. He maintains extensive connections across relevant enterprises, such as steel plants, traders, and downstream end-users. He provides actionable insights on supply-demand shifts and price trends in the Overseas Steel Market.
If you have any questions about this webinar, please don't hesitate to contact us.