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Try the Free AI Search EngineUkraine Steel Market: Strong Production Growth Signals Positive Future for Buyers
Recent reports indicate a robust recovery in the Ukrainian steel sector, particularly driven by two key plants. The article Zaporizhstal increased its rolled steel production by 15.1% y/y in 2025 highlights a significant surge in production capabilities, while ArcelorMittal Kryvyi Rih produced 1.69 million tons of steel in 2025 further evidences this positive trend. These developments are directly correlated with observed improvements in plant activity levels, despite the ongoing challenges posed by the war.
Measured Activity Overview
Steel plant activity shows fluctuations, with the Alchevsk Iron & Steel plant consistently exhibiting the highest activity level (up to 56.0% in July and August), emphasizing its resilience and operational efficacy. In contrast, Donetsksteel has faced significantly lower activity, beginning at 15.0% and dropping to 9.0% by October, with no explicit news connections established regarding these declines.
Plant Information
Metinvest Zaporizhstal steel plant has demonstrated a notable increase in production, with rolled steel increasing by 15.1% y/y in 2025. Satellite data corroborate this growth, showcasing higher activity levels relative to the industry mean, although a drop to 24.0% activity was noted in August. Despite short-term obstacles, the plant’s steady adaptation has been beneficial, a sentiment echoed by the article’s findings.
ArcelorMittal Kryvyi Rih reported an upward shift in production alongside increased pig iron output (16.9%). Despite this, wider operational challenges are evident from the plant’s activity decline to 18.0% in October, yet the increase in overall steel production remains a positive signal for future stability.
Evaluated Market Implications
The connectivity between Zaporizhstal’s production surge and enhanced activity levels signals a potential shift in market supply dynamics, encouraging procurement buy-ins. Conversely, the output decline from Donetsksteel suggests potential supply disruptions, thus necessitating a careful approach to sourcing from this plant.
Steel buyers should prioritize procurement from Zaporizhstal, capitalizing on their increased production capacity and stable output during challenging conditions. It is recommended to monitor ArcelorMittal Kryvyi Rih closely for opportunities, especially in light of their robust steel production amid power and operational challenges.