Activity Decline at ArcelorMittal Plant Signals Supply Chain Challenges Ahead

Introduction

The ArcelorMittal Warszawa steel plant, located in Mazowieckie, Poland, is owned by ArcelorMittal and boasts an annual production capacity of 750,000 tons of crude steel. This facility primarily produces ingots, billets, hot rolled bars, and other steel products, serving key sectors such as automotive, building and infrastructure, and tools and machinery.

Detailed Activity Observations

Recent thermal activity data reveals a significant decline at the ArcelorMittal Warszawa plant. The following table captures monthly equipment performance over time:

Between November 2024 and April 2025, the Electric Arc Furnace (EAF) exhibited an overall decline of 11.33%, reaching a low of 43% activity in April 2025. While there was a modest increase in activity in early 2025, the recent drop raises concerns amidst broader trends in the market.

Implications for Steel Buyers and Market Analysts

The observed decline in activity at the ArcelorMittal Warszawa plant may signal potential supply chain disruptions for steel buyers. As ArcelorMittal Poland has previously faced production cuts of 10.3% year-on-year in 2023, and with ongoing transitions to electric arc technology necessitating stable energy pricing (as indicated in ArcelorMittal Poland requires guarantees of cheap electricity to switch to the EAF), fluctuations in availability could affect pricing and product delivery timelines. Additionally, the plant’s recent operational changes align with a broader trend of reduced steel production in Poland, noted in ArcelorMittal Poland reduced steel production by 10.3% y/y in 2023. For market analysts, these shifts necessitate close monitoring of supply levels and price movements to anticipate impacts on the steel market across Europe.