Global Market - Opinions

Panic is at the raw materials and metal markets

CBAM was just the beginning of a new trend

In June, steel prices made back to pre-war levels

Voluntary exclusion of Russian products from the supply chain of companies can be more significant than country-level sanctions

The freight rates and insurance premiums for voyages to/from Ukrainian ports could be increased

At the end of the year, quotations of steel rolled products may fall by 30% of their current levels

The leader is out of the running for the number one producer. Instead, efficiency is a new priority

M&A activity in the sector is historically low

There are no partners in trade wars. No one will help us, but ourselves