Bluescope Steel Won’t Have Any Earnings Out of China in Second Half: CEO

The transcript discusses the challenges in forecasting demand due to the impact of SARS and the growth of the Chinese economy. It highlights the expected lack of earnings from the China business in the second half, the status of supply chain and facility operations, and the demand and market restrictions in China. The commitment of the Chinese government to meet growth targets is analyzed, along with the impact of US operations and investments, particularly in light of potential steel tariffs.

What are the expectations for demand recovery in the Chinese construction markets?

How is the company planning to address the potential long-term impacts of the current economic situation?

What investments are being made in the North American economy, and what is the outlook?