[SMM Analysis] EU Melt-and-Pour Rules Arrive: Carbon-Steel Supply Chain Faces a Once-in-a-Generation Reshuffle
Implementing Regulation (EU) 2026/1963, published 31 August and applying from 1 October, makes melt country and heat number mandatory data for every steel consignment entering the EU; layered onto the new country quotas and CBAM, it sorts exporters into those with a fallback, those holding a one-way ticket, and — for China, with zero country quota in the three largest flat categories — those whose tonnage may have nowhere to go from October 2027.