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Try the Free AI Search EngineIndian Steel Market Faces Headwinds: EU Anti-Dumping Probes & Fluctuating Plant Activity Signal Uncertainty
The Indian steel market faces increased uncertainty due to new EU anti-dumping investigations coupled with fluctuating domestic steel plant activity. The European Commission’s initiation of anti-dumping investigations into cold-rolled flat steel imports from India, as reported in “EU launches AD probe on cold-rolled steel imports from five countries,” “EU launches special investigation into imports of cold-rolled steel from five countries,” “The EU has launched an anti-dumping investigation into cold-rolled steel,” and “EU initiates AD duty probe on CR flat steel from five countries including Turkey” casts a shadow over export prospects. Assofermet’s disappointment with the new AD action, as expressed in “Assofermet expresses strong disappointment to EC over new AD action on CR flats,” highlights concerns regarding restricted raw material access and the potential negative impact on the EU manufacturing industry’s competitiveness. No direct relationship can be established between these news articles and the satellite-observed changes in activity at specific Indian steel plants.
The mean steel plant activity in India has shown a downward trend since April 2025, decreasing from 49.0% to 24.0% in September 2025, with a notable low of 18.0% in August.
Tata Steel BSL Dhenkanal plant, located in Odisha, is an integrated steel plant with both BF and DRI production routes and a crude steel capacity of 5.6 million tonnes per annum (MTPA), producing hot-rolled coil and cold-rolled products. The plant’s activity mirrored the overall trend, decreasing from a high of 57.0% in April 2025 to 29.0% in August and September 2025. No direct connection can be established between this activity drop and the EU anti-dumping investigations.
Lloyds Steel Industries steel plant, situated in Maharashtra, operates on the electric arc furnace (EAF) route with a crude steel capacity of 0.641 MTPA, manufacturing slabs and cold-rolled coil. This plant maintained a consistently high activity level throughout the period, remaining steady at 87% between June and September 2025, significantly above the mean activity level across all observed plants in India. No direct connection can be established between the plant’s activity and the EU anti-dumping investigations.
JSW Steel Vijayanagar steel plant, located in Karnataka, is a major integrated steel producer with a crude steel capacity of 12 MTPA utilizing both BF and DRI routes and producing a wide range of products, including hot-rolled and cold-rolled steel. The plant’s activity decreased from 64.0% in May 2025 to 63.0% in June, July and September 2025. No direct connection can be established between this activity level and the EU anti-dumping investigations.
The anti-dumping duty imposed by India on Chinese electrical steel, as detailed in “India plans five-year anti-dumping duty on Chinese electrical steel,” might indirectly impact the availability and pricing of certain specialized steel grades within the domestic market, potentially influencing the competitive landscape for cold-rolled products.
Given the EU’s anti-dumping investigations and potential duties on cold-rolled steel from India, procurement professionals should:
- Diversify export markets: Actively explore alternative export destinations beyond the EU to mitigate the risk of reduced sales volumes due to potential duties.
- Assess domestic demand: With potential export restrictions, analyze the strength of domestic demand to re-allocate supply and maintain production levels.
These actions are explicitly supported by the news articles highlighting the EU anti-dumping investigations and should be considered alongside real-time monitoring of plant activity to anticipate production adjustments.