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Try the Free AI Search EngineBrazilian Steel Market Resilient Despite COP30 Fossil Fuel Debate: Plant Activity Stable, Procurement Focus on Sustainable Sources
Brazil’s steel market demonstrates resilience amid global climate discussions. While the “Klimakonferenz COP30: Brasilien scheitert an verbindlichem Ausstieg aus fossilen Brennstoffen” as well as “Brasilien: Beschluss bei Klimakonferenz ohne Aus für Kohle, Öl und Gas” highlight the lack of binding fossil fuel phase-out agreements from COP30 held in Belem, Brazil, satellite data shows no immediate disruption to steel plant activity. No direct link between the activity and the news articles regarding the COP30 can be established based on the data and article summaries provided.
Mean steel plant activity in Brazil fluctuated between 35% and 45% from June to September 2025, before experiencing a significant drop to 17% in October. Aperam Timóteo consistently operated above the mean activity level, remaining relatively stable at approximately 47-48%. Simec Cariacica also maintained a steady activity level, hovering around 45-49%, and operating above the national average. Gerdau Açominas, while showing similar trends, consistently operated below the mean activity level, peaking at 44% in September and experiencing only minor fluctuations. The drop in the mean steel plant activity for Brazil in October cannot be directly linked to any of the provided COP30 news articles.
Aperam Timóteo, located in Minas Gerais, is an integrated steel plant with both BOF and EAF production routes and a crude steel capacity of 900 ttpa. It produces finished rolled products, including stainless steel and grain-oriented electrical steel, catering to automotive, energy, and infrastructure sectors. The plant’s activity remained consistently high despite the COP30 discussions and the overall October decline, indicating a stable demand for its specialized products, which is seemingly unaffected by the immediate outcomes of the climate summit.
Simec Cariacica in Espírito Santo, an electric arc furnace (EAF) based steel plant with a 600 ttpa crude steel capacity, focuses on finished rolled products like rebar and profiles for the automotive, building, and energy sectors. Its activity mirrored that of Aperam Timóteo, with consistent levels above the mean.
Gerdau Açominas, situated in Minas Gerais, is an integrated BF-BOF plant boasting a substantial 4500 ttpa crude steel capacity. It produces a wide array of products from semi-finished (slabs, billets) to finished rolled (plates, structural profiles), serving diverse end-user sectors. Gerdau Açominas shows a trend consistent with the mean activity.
The lack of immediate impact on plant activity from the COP30 climate discussions, as highlighted by the articles “Klimakonferenz COP30: Brasilien scheitert an verbindlichem Ausstieg aus fossilen Brennstoffen” and “Brasilien: Beschluss bei Klimakonferenz ohne Aus für Kohle, Öl und Gas”, suggests a continued reliance on existing production methods in the short term. Given the EU’s push for broader energy roadmaps, as mentioned in “Cop: EU proposes Cop 30 roadmap text with broader scope“, steel buyers should prioritize suppliers with ResponsibleSteel certification like Aperam Timóteo and Simec Cariacica, to prepare for potential future shifts towards greener steel production.
Procurement professionals should closely monitor policy developments and consider diversifying supply chains to include producers committed to reducing their carbon footprint, particularly those utilizing EAF technology, in anticipation of stricter environmental regulations and evolving market demands, despite the current lack of binding agreements. No direct connection could be established based on the satellite data with any of the COP30 news articles.