[SMM 철강 시장 속보] 인도, 새로운 국가 정책에 따라 2047년까지 철강 생산능력 6억 톤 목표

The European steel industry's annual carbon costs could more than double from around €3.4 billion in 2026 to approximately €8.2 billion in 2031 under proposed revisions to the EU Emissions Trading System, according to estimates published by the European Steel Association EUROFER. EUROFER estimates that carbon costs for conventional blast-furnace steel could rise to around €100/tonne by 2030 and exceed €200/tonne from 2031 as free ETS allowances are progressively reduced. The association warned that the increase could occur even if steelmakers implement currently planned decarbonisation investments. EUROFER called for the transition from free ETS allowances to the EU Carbon Border Adjustment Mechanism to be aligned with the availability of affordable low-carbon energy, effective carbon-leakage protection, markets for low-carbon steel, access to ferrous scrap and investment support. The association argued that these enabling conditions will not become available uniformly across EU member states. The €8.2 billion figure is EUROFER's industry estimate under the proposed ETS framework and is not an official European Commission forecast. The warning comes as European steelmakers face rising decarbonisation costs alongside weak demand and increasing pressure to finance the transition from conventional blast-furnace production to lower-emission steelmaking.

인도의 8월 산업생산(IIP)은 전년 동기 대비 8.0% 증가했으며, 제조업은 9% 성장했고 4~8월 IIP 성장률은 6.8%를 기록했다. 철강 수요 산업의 수요는 견조했다. 금속가공제품은 8월에 16.9%(4~8월 12%) 성장했고, 시멘트를 포함한 기타 비금속 광물제품은 11.4%(4~8월 10.2%) 성장했다. 자본재는 17%(4~8월 16.3%), 인프라/건설재는 6.4%(4~8월 7.3%) 증가했다. 운송 부문에서는 자동차가 25.2%(4~8월 19.2%), 기타 운송장비가 25.3%(4~8월 22.7%) 성장했으며, 기계 및 장비는 10.3%(4~8월 10.4%) 증가했다. 이러한 수치들은 철강의 주요 수요처인 건설, 엔지니어링, 자동차 부문의 활발한 활동을 보여주므로, 단기적으로 철강 수요가 뒷받침될 것으로 보인다.