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INFOGRAPHICS

Photo – Ukraine’s steel industry faces a perfect storm in 1H 2026
Ukraine’s steel industry faces a perfect storm in 1H 2026

Production, exports, and domestic sales are being squeezed by wartime disruption, EU trade barriers, and high energy costs

Photo – Electricity prices in Europe rose in June amid a heatwave
Electricity prices in Europe rose in June amid a heatwave

The price of day-ahead electricity in Ukraine last month stood at €112.7/MWh

Photo – Ukraine faces one of the steepest cuts in new TRQ
Ukraine faces one of the steepest cuts in new TRQ

Ukraine’s annual steel export losses may reach 1.3-1.6 mln tonnes

Photo – Global DR Pellet Supply Crunch: Why Ukraine is so Important
Global DR Pellet Supply Crunch: Why Ukraine is so Important

Potential merchant DR-pellets supply from Ukraine could reach 5-7 million tonnes

Photo – DRI Expansion vs Pellet Gap: Production Surge & Feedstock Crunch
DRI Expansion vs Pellet Gap: Production Surge & Feedstock Crunch

DRI projects depend on partnerships with iron ore miners

Photo – New TRQ for Ukraine: a policy shock with no market rationale
New TRQ for Ukraine: a policy shock with no market rationale

Stricter EU tariff-rate quotas would harm Ukraine’s wartime economy without solving Europe’s real steel-market challenges

Photo – Ukrainian and European steel industries: different challenges and shared pressures
Ukrainian and European steel industries: different challenges and shared pressures

Energy, trade, and investment pressures are creating new opportunities for cooperation

Photo – The EU has reduced its imports of raw materials by 11% since 2020
The EU has reduced its imports of raw materials by 11% since 2020

Ore production within the EU is concentrated in Sweden, while consumption remains volatile

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