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Global Steel Market Risks: China Inventory, Freight & Tariffs
Global Steel Market Breakdown: Chinese Inventory Accumulation, Freight Volatility, and Trade Protectionism Threaten Regional Supply Chains read more
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SLB Acquires S&P Global Energy Software – ROI in Asian Steel Green Transition
SLB’s significant acquisition of S&P Global’s energy software on April 24, 2026, supercharges digital AI tools for energy optimization, promising… read more
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Indonesia’s 100 Million Ton Steel Ambition
Major infrastructure projects like IKN and the Trans-Java toll network are driving projections of national steel demand to 100 million… read more
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EU Regulations Motivate Indonesia’s Pivot to Green Steel
The EU’s CBAM regulations are pushing Indonesian steel producers to pivot from bulk commodities to certified low-carbon products. By leveraging… read more
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Krakatau Steel’s 2026 Turnaround: From “Zombie” to National Champion
A representation of a steel production facility in Indonesia — The state-backed transformation of Krakatau Steel (KRAS) under Danantara oversight.… read more
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Aluminum Smelting Boom: Doubling Output to Challenge Global Prices
An impression of Indonesia’s aluminum smelting expansion — Massive investments from MIND ID and Adaro Minerals are set to double… read more
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PSN Steel Demand: The 100 Million Ton Vision for 2045
A representation of construction at IKN — National Strategic Projects (PSN), including the 3-million-house program and IKN, are driving a… read more
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Steel Smuggling and Document Fraud: The HRC “Plate” Modus Operandi
An illustration of a steel facility in Indonesia — Massive volumes of HRC are flooding the Indonesian market through document… read more
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Brussels Sets February 2027 Start For CBAM Certificate Trading, Tightening Working Capital For Indonesian Steel Exporters
Regulation (EU) 2023/956 sets detailed rules for the sale and repurchase of CBAM certificates, the operation of a common central platform, applicable fees, and the interaction between that platform and the CBAM Registry. read more
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BlueScope & Steel Dynamics Strategic Outlook is a 13–17.5% ROIC Trajectory
BlueScope & Steel Dynamics Strategic Outlook: 13–17.5% ROIC Trajectory Amid Rising Asia Steel Energy Costs and Infrastructure Demand Escalation read more
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