From the Field to the Dashboard – Built by Experts, for Experts.
Discover What's Really Happening in the Steel Industry
Use the AI-powered search engine to analyze production activity, market trends, and news faster than ever before.
Try the Free AI Search EngineEU Steel Decarbonization Stalls Amidst ArcelorMittal Project Halts: Monitor Swiss & Austrian EAF Activity
In Europe, decarbonization efforts in the steel industry are facing headwinds as “ArcelorMittal halts DRI-EAF projects in the EU” twice, and “Keine Umstellung: Arcelor Mittal streicht Pläne für grünen Stahl zusammen“, impacting future green steel supply, particularly in Germany. However, no direct impact of the ArcelorMittal announcements is observable in the satellite-observed activity of Emmenbrücke Swiss Steel or Voestalpine plants.
Measured Activity Overview:
The mean steel plant activity in Europe shows strong fluctuations over the observed period, including multiple spikes of over 100’000’000%, which is not plausibly related to actual production but rather appears to be a data error. The reported values should thus be disregarded.
Emmenbrücke Swiss Steel, an EAF steel plant in Switzerland holding a ResponsibleSteelCertification, showed a steady increase in activity from December 2024 (61%) to April 2025 (72%), followed by a slight decrease to 68% in June 2025.
Voestalpine BÖHLER Aerospace, an EAF steel plant in Austria holding a ResponsibleSteelCertification, exhibited a relatively stable activity level, fluctuating between 51% and 57% throughout the observed period, with a slight increase to 57% in June 2025.
Voestalpine BÖHLER Edelstahl, another EAF steel plant in Austria holding a ResponsibleSteelCertification, showed a slow but continuous increase in activity from December 2024 (60%) to April 2025 (64%), followed by a decrease to 60% in June 2025.
Evaluated Market Implications:
The halting of ArcelorMittal’s DRI-EAF projects in Germany, as reported in “ArcelorMittal halts DRI-EAF projects in the EU” and “Keine Umstellung: Arcelor Mittal streicht Pläne für grünen Stahl zusammen”, presents a potential medium-term disruption to the supply of green steel, particularly for buyers relying on German production. However, as all three sites detailed activity levels are elevated and the halting of Arcelor Mittal’s projects relates primarily to DRI-EAF facilities, which are not the primary focus of the other sites, no immediate supply disruptions are anticipated. Given the news that “ArcelorMittal halts DRI-EAF projects in the EU”, steel buyers should, as a precaution:
* Diversify sourcing: Explore and validate alternative sources for low-emission steel, particularly from regions less affected by the policy and energy challenges cited by ArcelorMittal.
* Monitor EAF plant activity: Closely track the activity levels of EAF plants like Emmenbrücke Swiss Steel, Voestalpine BÖHLER Aerospace, and Voestalpine BÖHLER Edelstahl, as they could represent alternative supply options.
* Engage with suppliers: Initiate discussions with existing and potential suppliers to understand their decarbonization roadmaps and potential impacts on supply and pricing.