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Try the Free AI Search EngineUkraine Steel Production Surge: Opportunities Amidst Adversity
Ukraine’s steel industry is witnessing a vibrant resurgence despite the ongoing challenges posed by wartime conditions. Notably, Zaporizhstal increased its rolled steel production by 15.1% y/y in 2025 and ArcelorMittal Kryvyi Rih produced 1.69 million tons of steel in 2025, reflecting a robust recovery in operational capacity driven by improved efficiency and demand. These developments correlate with satellite-observed activity levels, showcasing significant increases, particularly at Zaporizhstal, which aligns with its reported production gains.
Recent satellite data reveals a fluctuating but overall increasing trend in the activity levels of major steel plants. The mean activity level across selected plants was at 19.0% for January 2026, with Zaporizhstal’s activity noted at 33.0%, showcasing its strong recovery. In contrast, Donetsksteel Metallurgical Plant remained at a low 13.0%, suggesting operational challenges that may disrupt potential supply for buyers. Yenakiieve Iron & Steel Works, experiencing an activity peak of 51% in January 2026, is significantly outperforming its peers, reinforcing its critical role in the steel supply chain.
Zaporizhstal’s production increase by 15.1% y/y is attributed to strategic investments and crisis management, evidenced by its robust December output of 251.3 thousand tons despite unstable conditions, while ArcelorMittal’s 2.3% increase suggests a stable operational environment focused on maintaining market share in the face of military threats and energy cost fluctuations. Both plants exemplify proactive strategies in maximizing production capability despite hurdles.
For steel procurement specialists, the data indicates potential supply disruptions primarily from Donetsksteel, which appears vulnerable due to its low activity levels. Consequently, buyers should prioritize contracts with Zaporizhstal and Yenakiieve Iron & Steel Works, which are positioned to meet demand efficiently in 2026. The data-driven insights and a focus on established production capabilities can guide procurement strategies effectively, ensuring robust supply sources in a rapidly evolving market landscape.