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Asia Steel Market Update: China’s Export Surge Offsets Domestic Rebar Production Decline

Asia’s steel market presents a mixed landscape. While China experiences a decline in rebar production as highlighted in “China’s rebar output down 2.3 percent in January-July 2025“, stainless steel exports are surging, detailed in “China’s stainless steel exports up 5.1 percent in January-July 2025“. The satellite data for the Ege Steel Aliaga plant does not show any clear relationship with the named news articles.

Here’s a summary of recent steel plant activity:

Bar chart and satellite map of steel production activity in Asia

Overall, the mean steel plant activity in Asia shows fluctuations but settles at 37% by August 2025. Ege Steel Aliaga plant experiences a drastic decline from 77% in May to 11% in August. VAS Nghi Son maintains relatively stable activity around 70-80%, while Solb Steel Jizan plant operates consistently above 80%. The inventory increase of finished steel products in China is confirmed in “Stocks of main finished steel products in China up 5.0 percent in mid-Aug 2025“, suggesting potential supply chain implications linked to production levels and demand.

Ege Steel Aliaga plant

Located in İzmir, Türkiye, Ege Steel Aliaga operates with electric arc furnaces (EAF) with a capacity of 2 million tonnes of crude steel annually, focusing on rebar and wire rod production. The plant’s activity witnessed a sharp decline from 77% in May 2025 to just 11% in August 2025. This significant drop cannot be directly correlated to any of the provided news articles.

VAS Nghi Son Cast Iron and Steel plant

Situated in Thanh Hoa, Viet Nam, this plant utilizes EAF technology with a 3.15 million tonnes capacity, producing billets, rebar, and wire rod. The activity level remained relatively stable, fluctuating between 68% and 84% during the observed period. No direct connection can be established between the plant’s activity and the provided news articles.

Solb Steel Jizan plant

Based in the Jizan Region of Saudi Arabia, Solb Steel Jizan uses EAF technology to produce 1.2 million tonnes of crude steel per year, focusing on billet, rebar, and wire rod. The plant consistently maintained high activity levels, around 80%, throughout the observed period. There is no clear link with any of the provided news articles.

Evaluated Market Implications:

The news article “China’s rebar output down 2.3 percent in January-July 2025” indicates a potential constraint on domestic rebar supply within China, potentially supporting domestic prices. However, this is offset by the article “China’s stainless steel exports up 5.1 percent in January-July 2025“, indicating increased availability of Chinese stainless steel on the global market. While the steel inventory is up, as stated in “Stocks of main finished steel products in China up 5.0 percent in mid-Aug 2025” the Ege Steel Aliaga plant shows a severe activity drop to 11% by the end of August, Buyers who source rebar from Ege Steel Aliaga should immediately seek alternative suppliers and explore forward purchasing strategies to mitigate potential supply disruptions, specifically for September and October deliveries. Consider diversifying sources to reduce reliance on this specific plant.