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Tight US flat-rolled supply pulls imports back into contention despite 50% Section 232 tariffs (USA)

When tariffs stop clearing the price gap, the protection stops working — this is the leading indicator that US HRC has overshot.

Steel Dynamics declares third-quarter 2026 dividend of $0.53 per share (USA)

Routine, but it is the cash-return read on the largest US EAF group in a quarter where scrap-based mills are outearning integrated ones.

BlueScope scraps US demerger as FY26 underlying profit nearly doubles to A$851.2m (Australia)

China's July crude steel output falls to 76.93Mt, the lowest July since 2017 (China)

This is the hard number behind the whole China thread in this issue - it sits against the NDRC stimulus push and the ore-import divergence.

Algoma Steel suspends EAF production after unplanned power outage (Canada)

Rio Tinto marks 60 years of Western Australian iron ore shipments to Japanese mills (Australia)

Anchors the Pilbara-to-Asia trade that still sets seaborne iron ore benchmarks.

Tight US flat-rolled supply pulls imports back into contention despite 50% Section 232 tariffs (USA)

When tariffs stop clearing the price gap, the protection stops working â this is the leading indicator that US HRC has overshot.

China's July crude steel output falls to 76.93Mt, the lowest July since 2017 (China)

This is the hard number behind the whole China thread in this issue - it sits against the NDRC stimulus push and the ore-import divergence.

Algoma Steel suspends EAF production after unplanned power outage (Canada)

Salzgitter returns to net profit in H1 2026 despite geopolitical headwinds (Germany)