Tag: EAF capacity growth
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Global scrap market to tighten heading into 2026 even as steel output growth remains muted
EAF capacity growth continues to outpace scrap collection capacity Mills to favour secured access, discipline over price chasing Limited supply elasticity to keep downside risks contained Morning Brief: If 2025 made one thing clear, it is that scrap supply is no longer flexible. Export controls, weather disruptions, logistics friction, and weak industrial activity steadily tightened…