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Global crude steel production forecast revision: supply-side shocks drive Jan-Apr 2026 downgrade
Fastmarkets’ April 2026 revision to its global crude steel production forecast underscores how policy actions, geopolitical disruptions and cost pressures are reshaping the near-term steel supply outlook.
April 29, 2026
·
By Una Yin
Insights
Philippines’ steel inflection point shifts from import dependence to low-carbon, supply-secure growth: SteelAsia
The Philippines’ steel industry is entering an inflection point, with the market gradually evolving from import reliance toward a more balanced and supply-secure growth trajectory supported by domestic investment and capacity expansion.
April 28, 2026
·
By Jessica Zong
Insights
Why Chinese steel imports threaten Mexican manufacturing jobs
China’s emergence over the past two decades has reshaped global trade. What began as rapid export-led expansion in the early 2000s has evolved into a far more strategic model: one centered on control of intermediate goods, deep integration into global supply chains, and the creation of structural dependencies across industries and regions, according to Mexico’s former ambassador to China, Jorge Guajardo.
April 27, 2026
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By Nina Gattis
Insights
EUA prices: The key variable in Europe’s green steel transition
Few industrial transformations are as exposed to a single policy signal as green steel — where the EUA price can be the difference between a viable business case and a stranded asset.
April 24, 2026
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By Abhishek Pathak, Tristan Robinson, Carl Peters, Julia Bolotova, Paolo Frediani
Insights
North American automotive OEMs: How to protect margins in a volatile raw materials market
North American automotive OEMs are navigating one of the toughest cost pressures today: raw material volatility. As supply chains become more localized through USMCA, the IRA, and reshoring, manufacturers continue to face rising material price risks.
April 24, 2026
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By Fastmarkets Metals
Insights
How Europe’s leading automotive teams are evolving cost models to master new market volatility
European automotive OEMs and Tier 1 suppliers are facing a period of unprecedented market uncertainty.
April 24, 2026
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By Fastmarkets Metals
Insights
US steelmakers face ‘robust opportunity’ in data center expansion, Zekelman says
US steelmakers faced a “robust opportunity” in the data center construction boom, driven by rapid implementation of artificial intelligence software, according to Barry Zekelamn, executive chairman and chief executive officer of Zekelman Industries.
April 23, 2026
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By Robert England
Insights
US steel industry in critical window of opportunity for decarbonization amid upcoming relines: RMI
As major mills in the US steel industry inch closer to reinvestment decisions to reline their blast furnace operations, there is a window of opportunity to spur decarbonization in the already carbon-intensive sector, Rocky Mountain Institute (RMI) told Fastmarkets in an interview on Tuesday April 14.
April 22, 2026
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By Alesha Alkaff
Insights
End of open consultation on Fastmarkets’ ferrous methodology
Fastmarkets invited feedback from the industry on its pricing methodology and product specifications for ferrous metals, as part of its announced annual methodology review process. The consultation, which was open until April 2, sought to ensure that our methodologies continue to reflect the physical ferrous metals markets, in compliance with the International Organization of Securities Commission […]
April 17, 2026
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By Fastmarkets pricing team
Insights
Launch of cold-rolled grain oriented electrical steel, ex-whs Eastern China price assessment: pricing notice
The decision to launch this price follows a one-month consultation that started on March 5 and ended on April 4, 2026. The price specifications is as follows: MB-STE-0952 Electrical steel, cold-rolled grain oriented, ex-whs Eastern China, $/tonneQuality: B23R085 & 23QG085, thickness 0.23 mm, width 1,000 mmQuantity: 10 tonnes minimumLocation: Ex-warehouse ShanghaiTiming: 1-2 weeksUnit: USD/tonnePayment terms: Prompt payment upon deliveryPublication: Every second week, Friday 4-6pm Shanghai […]
April 17, 2026
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By Fastmarkets pricing team
Insights
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