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India’s Steel Exports Surge Amidst Production Gains: An Asia Steel Market Overview

India’s steel market is experiencing growth, driven by increased exports and domestic production as indicated in the news articles “India became a net exporter of rolled steel in October” and “JPC: India’s finished steel exports rise, imports fall sharply in October 25“. While these articles showcase a strong Indian steel sector, there is no direct linkage to observed activity changes at the monitored Chinese steel plants.

Bar chart and satellite map of steel production activity in Asia

Observed steel plant activity in Asia shows a declining average trend across the region from August to October. Sichuan Shehong Chuanzhong Construction Materials Co., Ltd. shows a consistently high activity level. Panshi Jianlong Iron and Steel Co., Ltd. had a high activity level, but it dropped to 69% in October. Shaanxi Huaxin Special Steel Group Co., Ltd. steadily increased activity from June to September, with data missing for October.

Sichuan Shehong Chuanzhong Construction Materials Co., Ltd., located in Sichuan, China, operates exclusively with EAF technology with a crude steel capacity of 550 ttpa. The plant’s activity remained consistently high at around 70-73% between May and October. There is no direct connection that can be explicitly established between this observed activity and the provided news articles focusing on India’s steel sector.

Panshi Jianlong Iron and Steel Co., Ltd., based in Jilin, China, is an integrated steel plant using BF and BOF technologies, with a crude steel capacity of 1100 ttpa. Its activity decreased from 82% in July to 69% in October. The activity decrease has no clear link to the Indian news articles.

Shaanxi Huaxin Special Steel Group Co., Ltd., situated in Shaanxi, China, produces finished rolled products using EAF technology, with a crude steel capacity of 1200 ttpa. The plant demonstrated a rising activity trend from June to September, reaching 58%, but data for October is unavailable. There is no direct connection that can be established between the activity levels of Shaanxi Huaxin and the provided news articles.

Evaluated Market Implications

While the Indian steel market is experiencing positive momentum, the observed activity changes in the Chinese steel plants do not show an explicit link to Indian market dynamics. Based on the article “JSW Steel sees 9% rise in consolidated crude steel output in Oct 2025,” steel buyers should note the planned BF3 upgrade at JSW Steel’s Vijayanagar facility, scheduled to resume production in February 2026. This may cause short-term supply constraints from JSW Steel in India and should be considered when negotiating contracts. The other activity changes cannot directly provide procurement actions.