[SMM Hierro y Acero] La UE adopta oficialmente una nueva medida de protección del comercio de acero | 9 de junio de 2026

Brazil's slab export volumes fell sharply to 390,500 metric tons (mt) in May 2026, a 43% decline from 687,500 mt in April. Key shipments included 236,300 mt by Ternium to the US at $614/mt FOB, and ArcelorMittal sending 93,800 mt to the US ($646/mt FOB) and 60,400 mt to France ($556/mt FOB). The significant contraction in export availability is driven by intense domestic consumption from local rolling mills, specifically Usiminas and CSN, as they ramp up flat steel production to replace Chinese imports following the imposition of anti-dumping duties in February. Additionally, zero slab imports were recorded at Brazilian ports in May, emphasizing a tightly balanced internal market.

Según Statistics Canada, Canadá produjo 5,08 millones de toneladas métricas (tm) de concentrados de mineral de hierro en marzo de 2026, lo que refleja un aumento intermensual del 9,9 % pero un descenso del 7,7 % respecto a marzo de 2025. Los embarques de concentrados de mineral de hierro aumentaron un 21,6 % intermensual y un 2,2 % interanual, alcanzando 3,45 millones de tm en marzo. En consecuencia, los inventarios finales de los productores canadienses cayeron a 7,02 millones de tm, lo que representa una caída mensual del 4,5 % y un fuerte descenso interanual del 38,4 %. Los datos apuntan a un fuerte repunte a corto plazo de la logística de exportación y las entregas nacionales, que eliminaron eficazmente las existencias, aunque la producción primaria general sigue ligeramente moderada en comparación con los niveles anuales históricos.

Marking the one-year anniversary of the US imposing a 50% Section 232 tariff on Canadian steel, the Canadian Steel Producers Association (CSPA) is urging the removal of the measure ahead of the US-Mexico-Canada Agreement (USMCA) review period beginning July 1, 2026. Prior to the trade conflict, Canada was the largest supplier of steel to the US, but shipments have plummeted by 60% in 2025 as a result of the tariffs. With Canada having already adopted strict trade policies to block global overcapacity from China, the CSPA argues the tariffs are unjustified and disruptive to the integrated North American supply chain, pushing for a collaborative "Fortress North America" approach instead.