[Ukraine's metals industry contribution to GDP falls close to zero as Zaporizhstal chain breaks]

Cochilco’s latest bulletin shows Chilean mine molybdenum output at 2,973.8 tonnes in July 2026, down 6.6% MoM and 28.9% YoY. Jan–Jul output fell 11.3% YoY to 21,811.0 tonnes. Codelco produced 1,075.4 tonnes in July, down 31.3%, while the Los Pelambres mine produced 645.1 tonnes, down 31.6%. SMM calculates that the two producers accounted for about 65% of the country’s YoY decline. The July contraction widened from the 7.7% H1 decline, indicating weaker Chilean supply at the start of Q3. Figures are provisional.

India's steel and cement emissions rose 8% y-o-y in H1 2026, together taking a 23% share of national CO2, even as power-sector emissions flatlined for a second year. Crude steel output grew 8% and cement 9%, aided by real-estate investment; steel consumption outpaced output, drawing down inventories, while margins stayed squeezed by costly imported coking coal and Hormuz-related freight. Clean energy covered all of the 7% (63TWh) rise in power demand over two years; coal-fired output was flat for the first time in over 50 years. To secure feedstock, India notified coking coal as a critical and strategic mineral in January, and miners and steelmakers plan new washeries for domestic blending. Jindal Steel already uses gasification syngas in steelmaking; India also targets 100 million tonnes of coal gasification capacity within four years.