Samy Mohammed
Professional Rating
out of 5 ·
Bio
Quick introduction
The steel market is not simply evolving. It is being pulled in different directions at the same time.
What became clear was not just the broader narrative, but the gap between policy direction, pricing expectations, and real demand conditions.
Decarbonization is advancing โ but creating friction:
CBAM and regulatory pressure are now fully embedded in the European market.
In practice, however, the situation remains complex.
Across discussions:
โข Import activity is slowing down
โข Some players are stepping back
โข Cost exposure remains difficult to manage
The direction is clear, but execution is still creating uncertainty.
Policy is protecting โ but also reshaping flows:
Trade measures, quotas, and regulatory frameworks are being reinforced.
At the same time:
โข Downstream industries are struggling to absorb costs
โข The risk of production shifting outside Europe is increasing
๐ The intention is to protect the industry.
๐ The side effect is hesitation and fragmentation.
The market is waiting:
Despite expectations of a price recovery, activity during the fair remained limited.
โข Buyers are holding back
โข Transactions are slower
โข Decisions are delayed
๐ The market is effectively in a holding pattern, waiting for clarity.
Price signals remain under pressure:
While mills are targeting higher prices, actual trading levels are still constrained.
๐ In many cases, producers are adjusting prices to secure volumes and maintain order books.
This highlights a key point:
Policy pressure alone cannot drive pricing โ real demand still sets the limits.
The structural shift continues:
At the same time, the longer-term direction is unchanged:
โข Move toward higher-value products (OCTG, precision tubes)
โข Increasing role of the GCC as a strategic hub
โข China shifting toward higher-quality exports
โข Technology becoming central to competitiveness
Final thought:
What became clear is not a single trend โ but a tension:
๐ Between regulation and market reality
๐ Between pricing ambition and demand constraints
๐ Between protection and competitiveness
And this tension will shape the next phase of the industry.
The conversations in Dรผsseldorf made one thing clear:
We are not in a stable transition โ we are in a period of adjustment.
Good to reconnect with partners across regions โ and continue discussions that are clearly far from over.
Appreciation to wire and Tube - Leading International Trade Fairs and the organizing team for bringing the industry together.
As competitive dynamics intensify and value-added production becomes increasingly strategic, the discussion around cost optimization, protective trade measures, R&D investment, and shifting European demand structures is more relevant than ever.
I look forward to contributing a cross-border trade and market perspective on how product diversification and competitiveness shape export strategies in flat steel.
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Freight volatility, rerouting of cargoes, and growing supply chain constraints are increasingly influencing steel price formation and trade flows across regions.
In this environment, logistics is becoming as important as mill pricing in determining market direction.
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