[SMM Analysis] Impact of Geopolitical Conflicts on China's Steel Exports

Published: May 22, 2026 10:39

[SMM Analysis] The Impact of Geopolitical Conflicts on Steel Exports

 

Copyright and Intellectual Property Statement:

This report is independently created or compiled by SMM Information & Technology Co., Ltd. (hereinafter referred to as "SMM"), and SMM legally enjoys complete copyright and related intellectual property rights.

The copyright, trademark rights, domain name rights, commercial data information property rights, and other related intellectual property rights of all content contained in this report (including but not limited to information, articles, data, charts, pictures, audio, video, logos, advertisements, trademarks, trade names, domain names, layout designs, etc.) are owned or held by SMM or its related right holders.

The above rights are strictly protected by relevant laws and regulations of the People's Republic of China, such as the Copyright Law of the People's Republic of China, the Trademark Law of the People's Republic of China, and the Anti-Unfair Competition Law of the People's Republic of China, as well as applicable international treaties.

Without prior written authorization from SMM, no institution or individual may:

1. Use all or part of this report in any form (including but not limited to reprinting, modifying, selling, transferring, displaying, translating, compiling, disseminating);

2. Disclose the content of this report to any third party;

3. License or authorize any third party to use the content of this report;

4. For any unauthorized use, SMM will legally pursue the legal responsibilities of the infringer, demanding that they bear legal responsibilities including but not limited to contractual breach liability, returning unjust enrichment, and compensating for direct and indirect economic losses.

Data Source Statement:

(Except for publicly available information, other data in this report are derived from publicly available information (including but not limited to industry news, seminars, exhibitions, corporate financial reports, brokerage reports, data from the National Bureau of Statistics, customs import and export data, various data published by major associations and institutions, etc.), market exchanges, and comprehensive analysis and reasonable inferences made by the research team based on SMM's internal database models. This information is for reference only and does not constitute decision-making advice.

SMM reserves the final interpretation right of the terms in this statement and the right to adjust and modify the content of the statement according to actual circumstances.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
6.11 SMM Global Steel Daily Report
18 hours ago
6.11 SMM Global Steel Daily Report
Read More
6.11 SMM Global Steel Daily Report
6.11 SMM Global Steel Daily Report
China Export Market : [Steel Billet] Today, export offers for square billet edged down by 1 USD/tonne to 470-473 USD/tonne. According to market feedback, port departure inspections for steel products involved relatively little steel billet, so the impact on its exports was relatively small. However, the current economic conditions in markets outside China were not very favorable, the international situation was unstable, demand was relatively average, and steel billet export deals showed mediocre performance. [Rebar] Today, rebar export FOB prices edged down by 1 USD/tonne. Market inquiries showed mediocre performance, and no actual deals were concluded yet. According to feedback from some traders, inspections at northern ports have tightened recently, but the impact on rebar exports appeared relatively small at present. In addition, some market participants said that China’s export prices currently had no obvious advantage, and wait-and-see sentiment was strong.
18 hours ago
MMi Daily Iron Ore Report (June 11)
19 hours ago
MMi Daily Iron Ore Report (June 11)
Read More
MMi Daily Iron Ore Report (June 11)
MMi Daily Iron Ore Report (June 11)
On the DCE, iron ore futures trended weaker today, with the most-traded contract I2609 closing at 764 yuan/mt, down 0.46% from the previous trading day. Port spot prices fell 3–5 yuan from the previous day.
19 hours ago
[SMM Hot Rolled Coil Daily Transactions] Spot HRC trading narrows slightly
19 hours ago
[SMM Hot Rolled Coil Daily Transactions] Spot HRC trading narrows slightly
Read More
[SMM Hot Rolled Coil Daily Transactions] Spot HRC trading narrows slightly
[SMM Hot Rolled Coil Daily Transactions] Spot HRC trading narrows slightly
[SMM Hot Rolled Coil Daily Transactions] On June 11, the total daily trading volume of hot-rolled coils among sample enterprises in SMM's four cities (Shanghai, Lecong, Tianjin, Ningbo) totaled 13,220 mt, down 1,030 mt day-on-day, or -7.9%, Gregorian YoY +0.92%, and lunar YoY -6.31%.
19 hours ago
[SMM Analysis] Impact of Geopolitical Conflicts on China's Steel Exports - Shanghai Metals Market (SMM)