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Asia Steel Market Analysis – Neutral Sentiment Amid Import Dynamics

Turkey’s recent introduction of anti-dumping measures against imports of cold-rolled stainless steel from China, as reported in Turkey has introduced anti-dumping measures against imports of cold-rolled stainless steel from China, has significant implications for steel producers across Asia. This decision coincides with a notable rise in China’s share of the Ukrainian long steel market, detailed in China rapidly increases its share of the Ukrainian long steel market, which links to shifting dynamics in supply and demand within the region. Despite these developments, satellite data indicates mixed activity trends across key steel plants in Asia, reflecting a neutral sentiment in the overall market.

Bar chart and satellite map of steel production activity in Asia

Khouzestan Steel plant Shadegan maintained a stable activity level around 49-50% from July to October 2025 but noted a significant drop to 23% in October, reflecting potential operational challenges that cannot be directly tied to the recent anti-dumping measures or Ukraine’s import dynamics. No specific correlation can be drawn from articles regarding the downturn in activity during this period.

Baosteel experienced consistent activity, peaking at 59% in September, while dropping slightly to 57% in October. This stability may suggest resilience against external pressures but doesn’t directly link to any clear news-driven causality.

In contrast, Shandong Luli Steel exhibited considerable shifts, with a decline from 40% in September to 53% in October. This fluctuation coincides with increased competition in the long steel sectors acknowledged in the news articles but lacks an explicit link to the recent regulatory environment or market changes perceived in Turkey or Ukraine.

Evaluated Market Implications:

Given the observed shifts and external economic pressures, potential supply disruptions may arise particularly for plants like Khouzestan Steel with unstable activity levels. Steel buyers are advised to:

  • Monitor Turbulent Areas: Remain vigilant of the regulatory actions in Turkey as they may affect pricing and sourcing strategies for cold-rolled products in the coming months.
  • Adjust Procurement Strategies: Consider diversifying sources, especially with rising competition from Chinese imports in markets like Ukraine. Investigate opportunities for local partnerships or alternative suppliers less impacted by international trade measures.
  • Plan for Demand Shifts: Anticipate changes in demand driven by emerging risks outlined in the Turkish and Ukrainian markets. Adjust buying strategies to account for these dynamics to avoid potential shortages in specific product categories.

These recommendations are grounded in the current market dynamics and evidential shifts in operational activity at Asian steel plants.