South Korean steelmaker POSCO is reportedly preparing to file an anti-dumping complaint against stainless steel cold-rolled coil (CRC) imports from Malaysia, with the application potentially submitted in Q3 2026. POSCO is reviewing the sourcing of raw materials and the production and export structures of Malaysian stainless steel products, examining whether goods processed in Malaysia using materials from countries already subject to South Korea's anti-dumping measures, namely China Mainland, Indonesia, and Taiwan, China, should fall under anti-dumping rules. South Korea's anti-dumping framework was expanded this year to cover third-country processing and assembly operations. If circumvention is confirmed, the applicable duty rate would be that of the original raw material supplier rather than a newly calculated Malaysian rate. Importers and end-users have been warned to carefully assess contractual and payment terms, as products imported after an investigation's official launch may be subject to retroactive anti-dumping duties.

India's second-largest steelmaker, Tata Steel, reported first-quarter FY2026 operating results, with domestic crude steel production increasing by more than 10% YoY to 5.76 million tonnes, while steel deliveries rose nearly 9% YoY to 5.17 million tonnes, driven by higher output at its Jamshedpur and Kalinganagar plants. Meanwhile, elevated coking coal and iron ore prices pushed material costs up 12% year on year. The higher level of steel production indicates that Indian steel demand remains resilient, providing continued support for metallurgical coal consumption. Despite elevated coking coal costs, Tata Steel maintained strong production, suggesting that Indian steelmakers are unlikely to significantly reduce metallurgical coal procurement in the near term. In addition, the company has approved a 4.8 million tonnes per annum steelmaking capacity expansion at its subsidiary Neelachal Ispat Nigam, which could further support metallurgical coal demand over the longer term.

The Rare Earth Corrosion-Resistant Steel Application and Promotion Seminar was held in Lulong County, Qinhuangdao City. Guided by the China Iron and Steel Association (CISA) and the Hebei Provincial Department of Industry and Information Technology, hosted by the CISA Science and Technology Innovation Committee, and organized by Qinhuangdao Baigong Iron and Steel Co., Ltd., the seminar, themed "Building a Collaborative Platform for Industry, Academia, Research, and Application, Promoting Rare Earth Corrosion-Resistant Steel Production Technologies and Products, and Accelerating the Green Transformation and Upgrading of the Steel Industry Chain," brought together industry academicians and experts, government representatives, and forces from upstream and downstream enterprises along the industry chain to jointly promote the transformation of rare earth corrosion-resistant steel technology achievements and multi-field demonstration applications.

Vietnam's Ministry of Industry and Trade has issued Decision No. 1917/QD-BCT, imposing an official 27.83% anti-circumvention duty on certain hot-rolled steel products originating from China. The measure covers a range of flat-rolled alloy and non-alloy steel products under specified HS codes, while exempting high-carbon steel, hot-rolled steel plates with a thickness of 10 mm or more, and products already excluded under existing anti-dumping measures. The decision took effect on July 28, 2026, and aims to prevent the circumvention of Vietnam's trade remedy measures on steel imports.

According to media reports, recently, the second phase, third zone (1780mm hot continuous rolling production line) of the 8 million mt/year special steel project of Guangdong Jinshenglan Metallurgical Technology Co., Ltd. officially broke ground. The 1780mm hot continuous rolling production line that has started construction is a key supporting upgrade project for Jinshenglan’s 8 million mt/year special steel project. The total investment of the project is 2.5 billion yuan, and it is planned to be completed and put into production in November 2027. This renovation and expansion project is implemented within the existing land redline. By optimizing and adjusting the existing steelmaking and rolling production lines and externally purchasing steel billets, the capacity and variety of rolled steel products will be increased; this renovation and expansion does not add steelmaking capacity. The main construction content includes the addition of two 150t VOD refining furnaces, two two-strand slab continuous casters, a 1780mm hot continuous rolling line (equipped with three heating furnaces), along with public auxiliary facilities such as power supply and distribution, water supply and drainage, and corresponding environmental protection facilities. After the project is completed, the annual production of rolled steel products of the whole plant will reach 8 million mt.

India's Jindal Steel increased steel production by 14.8% year on year to 2.4 million tonnes in Q1 FY2026/27, while steel sales rose 17.4% to 2.2 million tonnes, supported by strong domestic demand. Consolidated revenue increased 25.8% year on year to INR155 billion as higher production and sales volumes boosted operating performance. The continued expansion in steel output suggests sustained blast furnace operations, providing near-term support for coking coal demand.