【Flash | Nghiên cứu Zuun Mod phác thảo hoạt động khai thác molybdenum 8.981 tấn mỗi năm】

On 18 September the European Commission imposed preliminary safeguard measures raising minimum import prices for grain-oriented electrical steel (GOES) and transformer cores, with permanence undecided; they expire in February 2027. EU GOES consumption rose 32% from 2021-2025, but EU mills' share fell from 66% to 43% as imports more than doubled, over half from China. Only Thyssenkrupp and Stalprodukt still produce GOES in the EU; Thyssenkrupp has cut output since December 2025. Germany's ZVEI says European producers cannot supply the needed volumes or top grades, making Japanese and Korean imports indispensable; T&D Europe warns the measures will raise transformer costs without requiring EU mills to expand output. The U.S. runs a single GOES mill; its 2018 tariffs covered finished products only from August 2025.

Egypt's steel sector is split over billet import safeguards. Under Resolution No. 121 of 2026, duties run three years: 13.12% with a 70 USD/tonne floor in year one, 12% (64 USD/tonne) in year two and 11% (59 USD/tonne) in year three. Rolling mills say the duties raise costs and want supply judged on saleable output, not capacity, plus faster roll-out of eight billet licences totalling 2.8 million tonnes. Engineering firms cite a 40% price gap with imports; local supply covers only 55-65% of demand. Integrated producers defend the duties: imports rose from 128,000 tonnes in 2021 to 1.7 million tonnes in 2024 (1 billion USD). Billet capacity is 13.6 million tonnes versus 8.8 million tonnes for rebar. Ministerial talks are due October 19.

Theo thống kê của SMM, trong kỳ hiện tại, tồn kho nhà máy và tồn kho xã hội của thép xây dựng đều ghi nhận giảm. Tổng tồn kho thép xây dựng đạt 6,7893 triệu tấn, giảm 255.700 tấn so với kỳ trước, tương đương −3,63%, với xu hướng tồn kho chuyển từ tích lũy sang giảm.