Global Steel Digest: Key Developments (September 5 - October 5, 2025): China’s exports, protectionism, and EU climate policy
The report highlights key regulatory and market shifts, including
China’s steel exports near record levels
China’s 2025 steel exports are expected to reach 115–120 million tonnes despite growing trade barriers. Producers are expanding into new markets in the Middle East and Central Asia and increasing exports of semifinished products to bypass tariffs. The surge raises the risk of a new wave of global trade restrictions. (Source: metalbulletin.ru)
US–UK steel tariff talks resume
Ahead of Donald Trump’s visit, the US and the UK resumed discussions on steel tariffs. The main issue remains the US “melt and pour” rules, which prevent UK steel made from Indian raw materials from receiving trade benefits. The talks are linked to plans to launch new furnaces in Wales by 2027. (Source: metalbulletin.ru)
France links EU climate goals with steel industry protection
France is urging the EU to strengthen trade barriers and revise the CBAM mechanism as a condition for supporting the bloc’s new climate target of a 90% emissions reduction by 2040. (Source: metalbulletin.ru)
For a more detailed analysis of these developments and other key trends, access the full Digest (in Russian) via the “Global Business Monitor: Industry and Regional Trends” project.