Steel Forum 2026: How to Inflate a Steel Crisis
Steel Forum 2026: How to Inflate a Steel Crisis 6 October 2026 – Anyone trying to sell tariffs needs a threatening number. For steel, the Global Forum on Steel Excess Capacity, GFSEC, provides one. But on closer inspection, little remains of the alleged 745...
CBAM De Minimis Threshold: Brussels Reviews Too Late, No Data
CBAM De Minimis Threshold: Brussels Reviews Too Late, No Data 5 October 2026 – DG TAXUD reports that the 50 tonne CBAM threshold remains below the one per cent limit. The assessment comes 153 days late, without a report, methodology or data. A new factsheet now...
New CBAM Study: Relief from 2028, but Not for SMEs
New CBAM Study: Relief from 2028, but Not for SMEs 2 October 2026 – Automotive industry association ACEA wants less CBAM bureaucracy. Yet the ERCST study it co-funded does not quantify any real relief, focuses on the expansion from 2028 and leaves SMEs with...
Stainless Steel Trade Defence: Five EU Proceedings, Two Speeds?
Stainless Steel Trade Defence: Five EU Proceedings, Two Speeds? 1 October 2026 – On 30 September, the European Commission opened three further trade defence proceedings concerning cold rolled stainless steel. It quickly becomes apparent that the way the...
EU Steel Regulation: New Consultation in a Whisper
EU Steel Regulation: New Consultation in a Whisper 30 September 2026 – In a new consultation on the EU Steel Regulation, the Commission wants to know how the measure is working after its first quarter. But it has asked in a whisper: no announcement as with...
Merz at Dillinger Hütte: Green Steel on Taxpayers’ Money
Merz at Dillinger Hütte: Green Steel on Taxpayers’ Money 29 September 2026 – German Chancellor Friedrich Merz (CDU) visited Dillinger Hütte on Monday and praised the transformation of Saarland’s steel industry as a showcase project for all of Europe....
Tariff Talks: US and China Negotiate, Brussels Escalates
Tariff Talks: US and China Negotiate, Brussels Escalates 28 September 2026 – The United States and China are extending their trade truce and exchanging tariff lists covering around $30 billion each. Little is binding so far, and metals are absent entirely. But...
Green Steel Runs on Natural Gas: The Hydrogen Dream Is Over
Green Steel Runs on Natural Gas: The Hydrogen Fairy Tale Is Over 25 September 2026 – Green Steel made with German hydrogen has failed. From Bremen to Saarland, electrolyser projects are collapsing while steel mills prepare to start production with natural gas....
