Global Iron Ore, Steel Raw Materials and Semi-Finished Steel Outlook

Connect the dots across global iron ore, regional scrap, and semi-finished steel markets.

Shifting seaborne trade flows and escalating geopolitical risks are reshaping the global ferrous metals market. Join our upcoming webinar as our experts unpack the latest developments and what they mean across the value chain from iron ore extraction to semi-finished steel.

1. Global iron ore supply and demand outlook: How are trade flows and geopolitics reshaping the market?
• Short- and long-term price expectations amid escalating Middle East conflict risks.
• Structural changes in demand, examining the gradual pivot from China toward India and Southeast Asia.
• Broader implications for grade differentials, emerging trade surpluses, and the latest updates on the Simandou project.
2. China’s changing role: What is the outlook for the world's largest steel market?
• Analysis of thin mill margins and softening end-use consumption.
• Diverging direct and indirect steel export trade trends.
• How geopolitical risks in the Middle East compound China's domestic market challenges.
3. Raw materials and semi-finished steel updates: What are the key regional fundamentals to watch?
• In-depth look at 2026 Turkish scrap price trends.
• Analysis of Black Sea billet market fundamentals.
• Key updates to the Platts IODEX methodology.

Get the insights you need to navigate market volatility, understand shifting trade flows, and uncover opportunities across the ferrous supply chain.

This live webinar will be presented in Russian, with simultaneous English translation available.

Can’t attend live? We’ll send you the on-demand link once available. Pre-registration is compulsory, and you will receive a confirmation email once we have processed your registration. Please feel free to extend this invite to anyone in your organization who would benefit from these insights.

Обзор и прогноз мирового рынка железной руды и стали

Презентуюшие:
Тамара Торн, Старший аналитик, Рынок чёрных металлов
Андрей Воробьёв, Репортёр, Рынок чёрных металлов

Обзор мирового рынка железорудного сырья

• Краткосрочный и долгосрочный прогноз на спотовый рынок на фоне эцкалации рисков конфликта на ближнем востоке, обзор динамики цен на концентраты и окатыши
• Изменения в тенденциях на импорт ЖРС в Китай, структурные изменения в спросе. Как рост сталелитейных мощностей в Индии изменит торговые потоки?
• Прогноз на торговый баланс и новости по горной добычи
• Прогноз китайского рынка стали

Обзор рынка сырья и стальной заготовки

• Изменения в методологии индекса руды (IODEX)
• Тенденции цен на рынке металлолома в Турции
• Ценовые драйверы рынка черноморской заготовки