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Try the Free AI Search EngineEuropean Steel Market Report: Growing Momentum Threatens Supply Chain Stability
The European steel market is currently experiencing a significant upturn, evidenced by developments such as GravitHy, Marcegaglia to cooperate on green steel and Green steel projects update: The momentum builds. These articles underline the intensifying investment in green steel technologies, which may alter production dynamics at key facilities across the region. Recent satellite data indicates shifts in production activity across various plants, correlating with these developments.
Emmenbrücke Swiss Steel’s activity has remained relatively stable, fluctuating between 61-62% despite overall lower activity trends in other plants.
The Lebedinsky GOK DRI Plant shows slight variations, hovering around 42% to 47% activity, with no direct connection to recent green steel news developments.
In contrast, CMC Zawiercie’s activity levels are more notable, decreasing to 49% in January 2026 from 51% in December 2025. These trends remain somewhat detached from overarching trends in green steel investment.
The collaboration between GravitHy and Marcegaglia to establish a green steel hub in Fos-sur-Mer may forecast future activity shifts. Their plans could herald substantial changes at Marcegaglia’s Fos-sur-Mer facility improving its output to 2.1 million tons by 2028, a step away from fossil fuel dependency towards electric-arc furnace technology.
Currently, supply chain interruptions appear less likely due to the stable procurement flows from Emmenbrücke and the gradual advancements in intended green steel capabilities at Marcegaglia’s facility, supplemented by the ongoing projects highlighted in the green steel news updates. However, the Lebedinsky GOK DRI Plant’s unlikeliness to adjust its productivity or embrace similar changes poses a mild threat to supply diversification within Europe.
Actionable insights for steel buyers and analysts include:
1. Monitor Green Steel Developments: Keep abreast of advancements in green steel projects particularly at Marcegaglia and GravitHy to align procurement strategies with evolving production capabilities and pricing mechanisms.
2. Assess Supply Stability: Ensure contingencies are in place for potential supply glitches originating from slower-to-adopt facilities like Lebedinsky GOK. Consider diversifying procurement from plants with higher agility and investment in sustainable technologies.
3. Engage Early Contracts: Leverage any emerging production from newly established facilities, which are likely to yield lower emissions and potentially lower costs over time, aligning directly with the market’s trajectory towards greener steel production.