Demand & Construction
worldsteel cuts 2026 steel demand to flat: China deeper, EU revised to −0.3%
worldsteel’s October SRO cuts 2026 global steel demand to flat at 1,722 Mt and trims 2027 growth to 1.7%. China drives the revision; EU+UK…
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Latest Intelligence
Every Loharo article, newest first: prices, trade policy, supply, demand, raw materials and companies, worldwide.
Companies
Counterparty risk in steel: a checklist of early warning signs for supplier and customer distress
With EU bankruptcies at almost twice their 2021 level and European steel capacity running at about two-thirds, a supplier halt or customer default is…
Demand & Construction
Global steel risk outlook by region: where demand, trade rules, energy and credit point for 2026–27
worldsteel now sees flat global steel demand in 2026 and +1.7% in 2027. We rate demand, trade rules, energy and credit risk region by…
Latest Intelligence
Global Steel Weekly: Taranto halts, EU quotas bite and CBAM costs climb (week ending 9 October 2026)
Loharo's weekly round-up for steel buyers and traders covers the Taranto hot-end halt, Q4 EU quota exhaustion, the €82.32 Q3 CBAM price, EUROFER's flat…
Steel Prices
Europe’s steel market enters Q4 2026: imports capped, demand flat, costs rising
The EU's new tariff-quota regime has tightened import supply just as EUROFER forecasts near-zero demand growth for 2026. For buyers, the fourth quarter is…
Trade & Tariffs
EU steel tariff quotas three months in: 50% duty, melt-and-pour proof and a looming Q1 2027 crunch
The EU's permanent steel tariff-quota regime replaced the 2019 safeguard on 1 July 2026. Since 1 October it has also required proof of where…
Trade & Tariffs
CBAM Q3 price set at €82.32: what steel importers will owe for 2026 imports, and when the bill lands
The Commission has set the CBAM certificate price for steel imported in Q3 2026 at €82.32, up 9.4% on Q2. Certificates cannot be bought…
Supply & Production
World crude steel output fell 1.2% in August as China’s decline outweighed gains in India and North America
worldsteel's August 2026 data show global output down 1.2% year on year. China fell 3.7%, while output outside China is still growing, led by…
Trade & Tariffs
China’s steel exports hold above 10 Mt a month as billet shipments surge and new trade barriers go up
China exported 10.155 Mt of steel in August, its fourth straight month above 10 Mt, and ship-tracking points to a record September. Billet exports…
Steel Prices
European HRC holds at €740–760/t as quota exhaustion shuts the cheap import window
Domestic hot-rolled coil prices in Europe are holding near €740–760/t ex-works. Mills are pushing December offers, Q4 import quotas for Türkiye and India are…