Global Steel Digest: Key Developments (October 6 – November 4, 2025): EU tariffs, supplier reactions, and the industry’s green transition
The report highlights key regulatory and market shifts, including:
EU plans to cut import quotas and double steel tariffs
On October 7, the European Commission presented details of its new trade-defense package for steel. The proposal includes reducing annual quotas for duty-free steel imports by an average of 43,7% and raising the out-of-quota tariff from 25% to 50%. These measures are intended to replace the current EU safeguard regime, which expires in 2026. (Source: rbc.ru)
Strong response from suppliers: from the UK to Africa
The proposed EU measures have sparked concern among major suppliers. The UK warns of a potential “devastating blow” to its steel industry and plans up to £2,5 billion in support. Switzerland has requested exemptions, while Turkey argues the plan violates WTO rules and expects its exports to the EU to fall by about 50%. African industries fear redirected flows of cheap steel could weaken local producers, even though most African exporters remain exempt. (Sources: metallbulletin.ru, metallbulletin.ru, metalbulletin.ru, metalbulletin.ru)
Green transition accelerates in China and Europe
China has proposed stricter rules for its steel sector, including limits on new plants and capacity transfers, to curb excess output and promote cleaner production. Germany is launching a €6 billion decarbonization program, while ArcelorMittal has opened a low-carbon steel production line in France. (Sources: metalbulletin.ru, Reuters, metalbulletin.ru)
New projects in Africa and Latin America
China’s Stellar Steel Co., Ltd. has announced a $450 million investment in a new steel plant in Nigeria—one of the largest private Chinese steel investments in Africa. The project aims to reduce Nigeria’s dependence on steel imports, boost local production, and strengthen the international presence of Chinese steelmakers amid rising global trade barriers. Meanwhile, Tenaris, a Luxembourg-headquartered global supplier of steel pipes, has secured a major contract to supply materials for Trion, Mexico’s first deepwater offshore project located about 180 km off the country’s coast. (Sources: metalbulletin.ru, 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.