Germany has largely lifted its Sunday truck ban on major waterways as extremely low river levels continue to disrupt inland shipping across the country. Tata Steel Nederland has phased out routine use of the Danube for shipments, shifting deliveries to Central and Eastern Europe onto rail instead, and says its multi-year investment in transport network resilience has kept the drought's impact limited so far. Other producers, including ArcelorMittal and Thyssenkrupp Steel, have also reported logistics adjustments as water levels on the Rhine and Danube remain near record lows.

The European Commission has proposed definitive anti-dumping duties of 5.6-28% on certain cold-rolled coil (CRC) imports from India, Japan, Taiwan, Turkiye and Vietnam, concluding that dumped imports caused material injury to EU producers. Indian exporters including JSW Steel and Tata Steel India are likely to face a 9.5% duty, while Japanese suppliers could face the highest rate at 28% and Taiwan’s China Steel and Chung Hung Steel may face 20.7%. Vietnamese exporters including POSCO Vietnam, China Steel & Nippon Steel Vietnam and Hoa Sen Group are proposed to face a 16% duty. The proposed measures follow an investigation covering July 2024-June 2025, during which imports from the five countries rose 28% from 2022 to about 1.69 million mt, with their combined share of the EU free market increasing to 23% from 16%. The Commission said lower-priced imports pressured EU producers’ prices, market share and profitability. The duties are expected to apply only after the final regulation enters into force, with no retroactive collection. If adopted, the measures could further restrict CRC flows into the EU and reshape sourcing patterns, particularly alongside existing safeguard quotas and other trade barriers.

Neelachal Ispat Nigam Limited (NINL), subsidiary of Tat Steel located in eastern Indian state of Odisha, will expand around US$3.54 billion to expand the capacity of steelmaking. This expansion will increase the steelmaking capacity become 4.2x bigger. This also will help Tata Steel to raise total annual steel production capacity to 27.4 mt, which help to fulfill 40 mt steel production annually

CEO T V Narendran said the £1.25bn, 3.2-million-tonne low-carbon electric arc furnace project, the UK's largest, replacing the shuttered blast furnace and backed by £500m in government support, remains on track for completion in 2028, but full power supply from National Grid isn't expected until 2029; Tata Steel is negotiating with the grid operator for partial early power access to run trials ahead of full operation, as the plant aims to cut site-level CO2 emissions by 90%, or roughly 5 million tonnes annually.

Tata Steel's June-quarter results showed stronger realised prices and a richer product mix helped offset lower steel volumes, highlighting the growing role of value-added products and downstream integration in supporting margins beyond benchmark HRC prices.

Tata Steel has approved capital expenditure of 3.54 billion USD for its subsidiary Neelachal Ispat Nigam Limited in Odisha. The project will add 4.8 million tonnes of annual capacity, raising the mill’s total capacity to 6.3 million tonnes. Following the expansion, Tata Steel’s operational capacity in India will reach 27.4 million tonnes per year, supporting its longer-term target of 40 million tonnes and strengthening its presence in higher-margin branded long steel products.