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Neutral Steel Market Report for Germany: Downturns in Electrical Steel Production Amid Import Surge

Thyssenkrupp Electrical Steel recently announced that it will suspend operations at its plants in Gelsenkirchen, Germany, and Isbergues, France, as reported in the article Thyssenkrupp Electrical Steel to suspend operations at two plants in Germany and France. The company has linked this operational halt to an influx of low-priced imports from Asia, which have tripled since 2022 and are projected to increase further. Concurrently, satellite-observed data reflects significant declines in plant activity levels that further corroborate the market impact of these imports.

Bar chart and satellite map of steel production activity in Germany

AG der Dillinger Hüttenwerke in Saarland has shown stable production levels between 25% and 39% until a notable drop to 13% in October 2025, suggesting decreasing demand or operational inefficiencies, although no direct link to recent news can be established. ThyssenKrupp Steel Duisburg exhibited stable activity levels around 50% to 59% until a drop to 48% in the latest month, which aligns indirectly with concerns raised in Thyssenkrupp stops production of Electric steel in Gelsenkirchen and Isberg. Riva Brandenburg Electric Steel Works also experienced fluctuating activity peaking at 54% but has remained relatively stable, suggesting some resilience in its specific market segment, although the connection to broader market issues remains unclear.

ThyssenKrupp’s operational decisions, detailed in multiple articles, indicate a direct reduction in output that threatens a potential supply disruption, specifically affecting the electrical steel segment vital for energy infrastructure, as noted in “Thyssenkrupp to cut production in Germany and France amid import surge in EU”.

For steel buyers and market analysts, now is a critical time to reassess procurement strategies. Given the confirmed operational cuts and an observed production decline at ThyssenKrupp, buyers should consider diversifying their supply sources, particularly for electrical steel products. Establishing contracts with alternative suppliers or seeking domestic production from the AG der Dillinger Hüttenwerke or Riva Brandenburg may be prudent to mitigate supply risks linked to operational upheaval at ThyssenKrupp. Additionally, the ongoing shifts in demand due to import pressures should prompt close monitoring of pricing and inventory levels to ensure operational continuity in steel procurement.