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Steel flows face fresh challenges in the final quarter of 2026

Steel flows slip into negative growth in July 2026 • Global steel flows fall 1% y/y in July 2026 to reach 22.2 Mt. • China’s share of global steel flows rises from 41.6% in July 2025 to 45.7% in July…

  • Global steel flows declined 1% YoY in July 2026 to 22.2 million tonnes.
  • China's share of global steel flows rose to 45.7% in July 2026.
  • EU's origin rules for steel may challenge China's exports in Q4 2026.

Baltic Dry Index Ticks Down

The Baltic Exchange’s dry bulk freight index, which tracks rates for ships carrying dry bulk commodities, edged down by 0.1% to 3,430 points on Wednesday, though remaining close to the highest since…

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