#Metallurgy

GMK Center estimates Ukraine's GDP losses from CBAM at $372 million in 2026, rising to $1.754 billion by 2030; export losses could reach $7.248 billion. NAEIU is pushing for a special regime for Ukraine for the period of the war.

The first auctions for long-term electricity contracts in Ukraine were won not by industry, but by traders. Experts propose increasing lots to 20 MW, fixing the security deposit, and excluding speculators from the circle of buyers.

The strikes of August 11 and 16 halted Zaporizhstal and ArcelorMittal Kryvyi Rih — 72% of steel production in Ukraine. By the end of 2026, output could fall by 2 million tonnes.

Alexander Kalenkov, President of the "Ukrmetallurgprom" Association, stated that export restrictions on scrap have ensured a normal supply of raw material to metallurgists, and called for a 180 euro/tonne duty on supplies to the EU, where a zero rate currently applies.

High electricity prices in Ukraine exceed European levels and undermine the competitiveness of metallurgy. Long-term contracts were meant to lock in costs, but traders have become the predominant buyers.

Railway export of iron ore could shrink by 30–40% due to shelling of seaports. Ferrexpo and Yuzhny GOK have suspended mining, while metallurgical production in July fell by a third.

Ukrainian metallurgy faces a critical crisis in August 2026: the EU has cut steel quotas, while Russia blocks ports. Experts predict a 60% drop in exports and losses of up to 12 percentage points of GDP.

Ukraine's ferroalloy exports for the first 7 months of 2026 have fallen by nearly 70%, while revenue has shrunk threefold. Experts predict the shutdown of half of the metallurgical enterprises due to a logistical collapse.

🚨 CRISIS IN METALLURGY: The Federation of Metallurgists of Ukraine has warned of the risk of factory shutdowns. 🏭 ⚠️ Main reasons: 🚫 Blockade of sea ports and attacks on infrastructure. 🚆 Increase in "Ukrzaliznytsia" tariffs by 30%. 📉 Consequences: increased cost, loss of competitiveness, threat of mass layoffs. 🗣️ Metallurgists demand the unblocking of ports and the cancellation of tariff increases. "Preserved metallurgy is a preserved economy," the Federation states. #Ukraine #Metallurgy #Economy #Ukrzaliznytsia #Crisis

🚨 Port blockade and rising UZ tariffs create a "perfect storm" for metallurgy. Ore exports dropped by 37%, production could shrink by 35%. Each day of downtime costs the economy $70 million. Yuzhny GOK and Ferrexpo have stopped. 📉🇺🇦

🚨 Critical strike on ArcelorMittal Kryvyi Rih on the night of August 16, 2026. 💥 As a result of the attack, 2 people died, 13 were injured. 🏭 Blast furnace and energy production damaged; the plant switched to minimum mode. ⚖️ The Russian Ministry of Defense called the targets military-industrial complex (MIC) facilities; the plant insists on its civilian status. 📉 The strike exacerbates the economic crisis of the industry against the backdrop of rising tariffs and logistical problems.

📉 Iron ore exports from Ukraine plummeted by 27.3% in the first 7 months of 2026. The cause was a 'triple blow': new EU duties, the CBAM environmental tax, and the blockade of ports by Russia. The tragedy with the bulk carrier 'Golden Leo' finally undermined the confidence of shipping companies. Experts predict the shutdown of 50% of industry enterprises. #Economy #Ukraine #Metallurgy

🚨 Ukraine's MMC on the brink of collapse: closed ports and a 30% rise in UZ tariffs are leading to MEP shutdowns. Export losses could exceed 50%. Alexander Kalenkov called on the government to cancel the tariff hike and find alternative routes for product exports. #Ukrmetallurgprom #UZ #Economy

📉 Metinvest paid UAH 8.5 billion in taxes for the first half of 2026. This is 8% less than last year. 🚫 Port blockades and CBAM threaten to shut down half of Ukraine's metallurgical enterprises by the end of the year. 🌿 The environmental tax increased by 12%, despite the overall drop in payments. 🇺🇦 Since 2022, more than UAH 82 billion has been transferred to the budget.

🚨 Ukrainian metallurgy on the brink of collapse. Port closures have already led to the shutdown of Ferrexpo and Metinvest plants. 💰 Industry losses could reach $200 million per month. 📉 Production could drop by 35%. 🚛 Land export is unprofitable; warehouses are overflowing. Business warns: the situation is worse than in 2022. #Ukraine #Metallurgy #Economy #Ports

🚂 "Ukrmetallurgprom" has urged Prime Minister Kuretsky to cancel the 30% UZ tariff hike. Metallurgists believe that against the backdrop of port blockades and rising logistics costs, price hikes on transport will kill exports. 📉 Experts forecast a loss of 96 billion UAH in GDP due to the government's decision. ⚖️ The industry demands returning tariffs to the level of the beginning of 2026.