Insights
Opinions of our partners about current trends and challenges of iron & steel industry.
The real game changer
According to proposed regulations, any import can be considered a “risk of damage”, which can result in import duties. It’s like in the movie “Minority Report” (2002) with Tom Cruise, where people were convicted of crimes they didn’t commit based on a prediction that came true with 100% accuracy.
Andrii Tarasenko
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Mar 26, 2025
Eurocommisson`s bearish game
The market and we also had inflated expectations from tightening the Safeguard system. After the draft of the amendments was released, we could assume that the Commission would use other instruments to protect the market, such as anti-dumping duties. This could be logical, given the subjectivity and closed nature of AD investigations.
Andrii Tarasenko
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Mar 20, 2025
Iron ore and scrap prices in 2025: in search of parity
Scrap could compete with iron ore to some extent, but the current price ratio between iron ore and scrap does not allow Turkish producers (the main consumers of scrap in the world) to be competitive. Turkey’s steel production remains at the level of the previous year, while domestic consumption is growing due to imports. Given the high interest rates designed to curb inflation, Turkey will see stagnation in domestic steel demand.
Andrii Glushchenko
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Mar 10, 2025
Ukraine can help European steel industry decarbonize
Ukraine is well suited to host DRI projects. Our country has one of the world’s largest reserves of magnetite ore, which can be enriched to provide 68-70% iron content. Such raw materials will be in demand, given the existing plans to build DRI plants in the EU.
Stanislav Zinchenko
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Mar 5, 2025
Overcoming CBAM challenges for Ukraine and the EU
In general, the quality of information on carbon emissions contained in the first reports is very uneven. Few companies were able to provide information on actual CO2 emissions. Some companies provided the information they had on their carbon footprint, the methodology for calculating which did not comply with the methodology prescribed in the СВАМ regulations.
Stanislav Zinchenko
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Feb 26, 2025
Important news
Latest events impacting European and global steel industry.
Posco plans to sell stake in Nippon Steel
Mar 22, 2025
EU proposes cutting steel import quotas by 15%
Mar 20, 2025
EU announces proposed steel safeguard changes
Mar 12, 2025
Australia reduced coking coal exports in Feb’25
Mar 7, 2025
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