【SMM Acier】L'UE répondra aux droits de douane de 25 % de Trump sur les automobiles

The American Iron and Steel Institute (AISI) reported that for the week ending May 2, 2026, domestic raw steel production reached 1,856,000 net tons, with a capability utilization rate of 80.4%. This represents a 9.6% increase compared to the same week in 2025. Adjusted year-to-date production through early May reached 31,405,000 net tons, reflecting robust industrial demand in the North American market.

ArcelorMittal has adjusted its long-term strategy, stating that it will not initiate any new electric arc furnace (EAF) investments until its 2 Mt/y reference project in Dunkirk, France, is nearing completion. The group's 2025 Sustainability Report indicates that due to high energy prices in Europe (well above $30/MWh) and slow progress in green hydrogen infrastructure, the company will adopt a "flexible and adaptable" strategy, prioritizing financial discipline. The Dunkirk EAF project, costing €1.3 billion, has a planned capacity of 2 Mt/y and is expected to begin production in 2029, reaching full capacity in 2030-2031. The new EAF will replace two existing blast furnaces with a combined capacity of 1.8 Mt/y.

Le Kazakhstan a officiellement prolongé de six mois son interdiction d'exportation de ferraille par voie ferroviaire et routière. Cette mesure vise à garantir un approvisionnement stable en matières premières pour les aciéristes nationaux, qui augmentent leur production pour répondre aux objectifs d'infrastructure du pays. Les prix régionaux des billettes ont augmenté de 10 à 15 dollars par tonne à la suite de cette annonce.