From the Field to the Dashboard – Built by Experts, for Experts.
Discover What's Really Happening in the Steel Industry
Use the AI-powered search engine to analyze production activity, market trends, and news faster than ever before.
Try the Free AI Search EngineNegative Trends Shape India’s Steel Market Amidst EU Anti-Dumping Investigation
Recent developments in India’s steel market are underscored by the EU’s registration of cold-rolled flat steel imports from five nations, including India, stemming from ongoing anti-dumping investigations. The articles titled “EU registers CR flat steel imports from five countries including Turkey“ and “The EU registers imports of flat rolled CR products from five countries“ detail the implications of these measures on imports that may be sold at unfairly low prices, potentially harming EU manufacturers. This situation is mirrored by declining activity levels across key Indian steel plants observed via satellite.
The average steel plant activity in India saw a drop to 17% in October 2025 from 33% in September 2025, reflecting turbulence in production. Tata Steel BSL Dhenkanal exhibited a consistent activity level around 51-54%, Atibir Industries showed a steady function ranging between 73-75%, while JSW Steel Vijayanagar experienced a significant decline from 54% to 50% over the same period. This downturn corresponds with heightened scrutiny and potential trade barriers introduced by the EU, as detailed in the articles.
Tata Steel BSL Dhenkanal Plant
Tata Steel BSL, located in Odisha, operates an integrated facility with a crude steel capacity of 5,600 tons primarily through the BF and DRI methods. The plant’s activity has remained relatively stable, reporting 54% as of October 2025. Despite this stability, its linkage to EU investigations suggests vulnerabilities, particularly if retroactive duties are imposed, which could impede exports. No explicit downturn has been noted connecting to the news, but existing trends suggest ongoing caution.
Atibir Industries Steel Plant
Atibir Industries in Jharkhand has maintained high productivity levels, remaining around 73-75% from June to October 2025. With a combined capacity of 600 tons, primarily through integrated BF processes, the plant is well-positioned. However, the high activity amid the EU’s anti-dumping inquiries prompts concern about sustainable pricing and demand in export markets, especially given the potential for future retroactive duties.
JSW Steel Vijayanagar Plant
JSW Steel Vijayanagar, one of India’s largest, with a capacity of 12,000 tons, has faced a notable decrease from 54% in September to 50% in October 2025. Given the correlation with the EU’s anti-dumping investigations, this represents a critical vulnerability, as diminished activity could lead to supply shortages. Procurement teams must monitor fluctuations closely.
Evaluating the implications, a potential supply disruption is evident, particularly for JSW Steel and Tata Steel, which may exacerbate existing market challenges. Steel buyers should consider diversification of their procurement channels—targeting suppliers like Atibir Industries, whose high activity levels resonate with more stable production outlooks. Active management of inventories, along with responsiveness to shifts indicated by trade policies, will be essential in navigating these turbulent market conditions.