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Japan: The yen drops to 4-decade low - how will it influence ferrous scrap export prices?

30-June-2026

Japan: The yen drops to 4-decade low - how will it influence ferrous scrap export prices?

JPY falls to its weakest level since 1986, improving exporters' pricing flexibility Domestic mill procurement remains biggest determinant of scrap export pricesThe Japanese yen has weakened beyond JPY 162 per US dollar, its lowest level since 1986, ...

India's non-coking coal imports fall to 4-year low in Jan-May'26 even as power demand reaches record high

22-June-2026

India's non-coking coal imports fall to 4-year low in Jan-May'26 even as power demand reaches record high

Surge in renewables output helps offset coal demand from power sector Rising seaborne coal prices, freight costs erode import competitiveness CIL's pithead stocks remain elevated despite weaker production in Jan-MayMorning Brief: India's non-coking ...

India's iron ore and pellet imports rise 50% y-o-y in Jan-May'26 - BigMint data

16-June-2026

India's iron ore and pellet imports rise 50% y-o-y in Jan-May'26 - BigMint data

Iron ore and pellet imports reach around 4.8 mnt in 5M CY'26 Lump imports surge as Iran disruption affects pellet shipments Iron ore imports edge up despite growth in domestic productionMorning Brief:India's imports of iron ore and pellets reached a...

India's iron ore EC capacity rises over 10% in FY'26, utilisation drops on surging mining costs

15-June-2026

India's iron ore EC capacity rises over 10% in FY'26, utilisation drops on surging mining costs

Captive utilisation falls 4 percentage points as production remains flat y-o-y High auction premiums, taxesand complex regulations slow mine developmentData Deep Dive:India's iron ore mining capacity continued to rise in FY'26, but production growth...

India's met coke imports expected to climb to multi-year high in CY'26 - BigMint analysis

29-May-2026

India's met coke imports expected to climb to multi-year high in CY'26 - BigMint analysis

Landed costs of imports remain lower despite anti-dumping duty High ash content of domestic coke reduces steelmaking efficiencyData Deep Dive: India's metallurgical coke imports are expected to reach a multi-year-high in calendar year 2026 (CY'26) a...

Will weak steel fundamentals keep Indian iron ore prices under pressure?

27-May-2026

Will weak steel fundamentals keep Indian iron ore prices under pressure?

OMC auction bid corrections drag Odisha iron ore prices lower Pellet, sponge iron and billet weakness weighs on raw material sentiment Fresh mine output additions likely to keep domestic supplies elevatedMorning Brief: Indian iron ore prices have en...

Will India drive a global steel supercycle much like China did?

26-May-2026

Will India drive a global steel supercycle much like China did?

Indian, Chinese per capita GDP rates surge by 70% over 2015-25 India's per capita steel use rises 69% from 2015, China's up only 20%Data Deep Dive: For decades, China defined the global steel supercycle. Now, as Chinese steel demand slows after year...

Global steel trade flows in Q1CY'26 remain fragmented amid rising protectionism

26-May-2026

Global steel trade flows in Q1CY'26 remain fragmented amid rising protectionism

China remains dominant exporter despite 10% y-o-y decline in shipments India records strongest export growth among major exporters US, India imports fall sharply as trade barriers reshape flowsMorning Brief: Global steel trade flows remained uneven ...

India's ferrous scrap imports slide 20% y-o-y in FY'26 amid cheaper domestic alternatives

15-May-2026

India's ferrous scrap imports slide 20% y-o-y in FY'26 amid cheaper domestic alternatives

India's ferrous scrap imports see steepest y-o-y drop in last 4 years Domestic scrap generation surges 22%, reducing import dependence Middle East tensions, freight volatility may limit imports in FY27Morning Brief: India's imported ferrous scrap fe...

India: Pellet production rises 10% in FY'26, but growth remains clustered

06-May-2026

India: Pellet production rises 10% in FY'26, but growth remains clustered

Pellet production increases to 120 mnt in FY'26 (P) from 109 mnt in FY'25 Growth remains clustered, led by Odisha and Maharashtra Capacity utilisation remains a key concernMorning Brief: India's iron ore pellet production increased to 120 mnt in FY'...

India: Govt proposes to raise steel scrap ratio to 10% under EPR framework for auto sector

01-May-2026

India: Govt proposes to raise steel scrap ratio to 10% under EPR framework for auto sector

Producers must buy EPR certificates to fulfil targets New waste management rules broaden scope of classificationThe Environment Protection (End-of-Life Vehicles) Amendment Rules, 2026, published on 27 March, 2026, propose significant changes to the ...

China's steel exports decline 10% y-o-y in 3M 2026 as demand weakens across key regions

29-April-2026

China's steel exports decline 10% y-o-y in 3M 2026 as demand weakens across key regions

Exports fall to 24.7 mnt in Jan-Mar 2026 amid broad-based regional slowdown Sharp declines across East Asia and South Asia signal weakening intra-Asia demand Growth in Europe fails to offset contraction in core marketsMorning Brief: Chinas steel exp...

India: Iron ore imports hit 7-year high in FY'26 as domestic steel production rises

25-April-2026

India: Iron ore imports hit 7-year high in FY'26 as domestic steel production rises

Imports to stay firm amid supply constraints JSW Steel dominated imports with sharp riseIndias iron ore imports rose to 12.35 million tonnes (mnt) in FY'26, a seven-year high, according to BigMint data. Imports nearly doubled y-o-y from 6.49 mnt in ...

India's met coke imports drop 4% in FY'26 on quota restrictions, higher domestic output

25-April-2026

India's met coke imports drop 4% in FY'26 on quota restrictions, higher domestic output

Indonesia strengthens dominance in India's coke market AM/NS India and JSW Steel remain major importersIndia's metallurgical coke (met coke) imports recorded a marginal decline of around 4% y-o-y in FY'26 to 4.62 million tonnes (mnt), compared with ...

India's iron ore and pellet exports drop by over 15% y-o-y in FY'26 on easing Chinese steel production

25-April-2026

India's iron ore and pellet exports drop by over 15% y-o-y in FY'26 on easing Chinese steel production

Pellet exports in FY'26 down sharply y-o-y Downtrend continues post FY'24 peak levelsIndia's iron ore and pellet exports decreased by 4.61 million tonnes (mnt) y-o-y in FY'26, with total exports declining to around 25.78 mnt against 30.39 mnt. Inter...

European ferrous scrap exports rise 6% in CY'25 amid declining crude steel production

24-April-2026

European ferrous scrap exports rise 6% in CY'25 amid declining crude steel production

Europe exports over 20% of its scrap outside region Rising scrap intensity fails to lift domestic consumption CBAM, SMAP to support higher domestic scrap retentionMorning Brief: European ferrous scrap exports grew 5.8% y-o-y to 22.5 million tonnes (...

India's iron ore production to rise 8% y-o-y in FY'27 - BigMint forecast

23-April-2026

India's iron ore production to rise 8% y-o-y in FY'27 - BigMint forecast

Iron ore output to reach 340-345 mnt in FY'27 Incremental production to remain concentrated in Odisha Private sector ramp-ups to drive marginal supply additionsMorning Brief: India's iron ore production is projected to rise to 340-345 million tonnes...

Japan to tighten metal scrap, plastic waste export rules; shifts focus to resource security

14-April-2026

Japan to tighten metal scrap, plastic waste export rules; shifts focus to resource security

Export mix may improve - less low-grade, more premium scrap Japan's ferrous scrap exports jumped to 5-year high in 2025Japan is set to tighten regulations on the export of metal scrap and plastic waste, according to industry reports, as part of effo...

India's non-coking coal imports fall 5% y-o-y in FY'26 on weak thermal power demand, strong domestic supply

14-April-2026

India's non-coking coal imports fall 5% y-o-y in FY'26 on weak thermal power demand, strong domestic supply

Power demand up just 1% y-o-y; coal-fired generation dips by 3% Surging renewable, hydropower generation weighs on coal demand South African imports rise 1% despite 8% growth in sponge iron outputMorning Brief: India's non-coking coal imports fell b...

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