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Try the Free AI Search EngineAsian Steel Market Signals Strength Despite Localized Fluctuations: A Data-Driven Analysis
Asia’s steel market demonstrates overall positive sentiment, supported by consistent, albeit fluctuating, activity across key regional plants. While U.S. export trends are not directly indicative of the Asian market, they offer a global context for steel trade. There is no direct correlation between the provided US-based news articles and the satellite-observed changes in activity at Asian steel plants.
The mean steel plant activity in Asia peaked in May 2025 at 43.0%, subsequently declining to 33.0% by July 2025. This decrease in mean activity coincided with decreased activity at all three observed plants. Heping Yueshen Steel Industry Co., Ltd. shows the highest overall activity relative to the mean, while Heyuan Derun Steel Co., Ltd. shows the lowest.
Heping Yueshen Steel Industry Co., Ltd., located in Guangdong, China, operates exclusively with EAF technology, boasting a crude steel capacity of 1.4 million tonnes per annum (ttpa). Satellite data indicates the plant experienced a decline from a high of 78.0% in March to 67.0% by July. This EAF-based plant is known for producing finished rolled products like hot rolled rebar. The decrease in observed activity doesn’t appear to be directly linked to any of the provided news articles concerning US export activity.
JSW Steel Vijayanagar steel plant in Karnataka, India, is an integrated steel plant utilizing both BF and DRI processes, with a substantial crude steel capacity of 12 million ttpa. The plant demonstrated consistently increasing activity, peaking at 64% in May before decreasing slightly to 63% in June and July. With a diverse product portfolio including hot-rolled, cold-rolled, and specialty steel, the steady activity suggests stable operations and consistent market demand. The observed stable activity levels at JSW Steel Vijayanagar do not have a clear connection to fluctuations in US export markets as described in the provided news articles.
Heyuan Derun Steel Co., Ltd., also in Guangdong, China, utilizes EAF technology with a 1.2 million ttpa crude steel capacity. Satellite observations show a steady decline in activity from 34.0% in February to 29.0% in July. Specializing in hot rolled rebar, this plant’s continued decrease might indicate localized demand shifts. There is no direct evidence in the provided news articles to explain this decline in activity.
The observed drop in mean Asian steel plant activity is driven by decreases at the Heping Yueshen and Heyuan Derun plants. Given the decline in activity observed at Heyuan Derun Steel Co., Ltd, coupled with the absence of direct connections to global export trends, buyers relying on this plant for hot rolled rebar should proactively engage with alternative suppliers to mitigate potential delays or shortages. Market analysts should monitor local demand within Guangdong province for potential insights into Heyuan Derun’s production adjustments.