Essential Intelligence
Welcome to your dedicated resource hub designed specifically for policy makers developing industrial strategy, trade policy, and regulatory frameworks for the steel sector. This curated collection brings together comprehensive industry data, capacity trends, trade analysis, state aid intelligence, and decarbonisation pathways essential for evidence-based policy development.
Why Policy Makers Choose Our Platform
Start Here: Quick Access to Key Resources
Capacity Database
Track 4,500+ facilities with ownership, technology, capacity, and employment data for policy impact assessment
Access Database →State Aid Database
Monitor government support measures, subsidies, and interventions across jurisdictions
View State Aid →Policy Insights
Monthly expert analysis on decarbonisation strategies, trade policy, and strategic developments
Read Insights →Trade Statistics
Production, imports, exports, and consumption data across most countries (50+ years)
View Data →Explore All Resources by Category
Click any section below to expand and explore detailed resources, tools, and data.
Industry Structure & Capacity Analysis
Comprehensive capacity data, ownership structures, employment statistics for policy impact assessment
Industry Structure Resources
- Plant Capacity Database: 4,500+ facilities worldwide with ownership, technology, capacity, and employment data
- Crude Steel Capacity: Ironmaking and steelmaking capacity by country, region, and process route
- Flat Products Capacity: Plate, HRC, CRC, and coated products essential for automotive, construction, appliances
- Long Products Capacity: Sections, rail, bar, rod, wire for construction and infrastructure
Policy Assessment Applications
- Assess domestic production capability and self-sufficiency ratios
- Identify strategic products and critical supply dependencies
- Evaluate regional concentration and facility closures impact
- Monitor capacity additions, competitive positioning, and capacity utilisation trends
- Support industrial strategy and security of supply planning
Employment & Economic Impact
- Direct employment at steel production facilities
- Regional economic significance and clustering effects
- Supply chain employment (raw materials, equipment, services)
- Value-added manufacturing dependent on domestic steel supply
- Tax revenues and economic multiplier effects
Trade Policy Intelligence
Trade flows, import penetration, competitive positioning for evidence-based trade policy
Trade Analysis Resources
- Trade Statistics: Historical production, imports, exports, and apparent consumption across most countries (~50 years data)
- Import Penetration Analysis: Import shares by product category and end-use sector
- Trade Flow Mapping: Origin and destination analysis for major steel products
- Market Dynamics: Pricing trends, margin analysis, and competitive pressures
Trade Policy Development
- Assess injury to domestic industry from import surges, overcapacity, and dumping
- Evaluate effectiveness of existing trade measures (tariffs, quotas, safeguards)
- Analyse trade diversion effects and circumvention patterns
- Benchmark international pricing and competitive positioning
- Support WTO compliance and dispute resolution
Competitive Assessment
- Cost Competitiveness: Global cost curves showing delivered cost positioning
- Technology and productivity differentials
- Raw Material Security: Critical raw material dependencies and vertical integration advantages
- Energy costs and carbon pricing impacts
- Currency effects and exchange rate sensitivity
State Aid & Government Support Analysis
Track government support measures, subsidies, and interventions across jurisdictions
State Aid Intelligence
- State Aid Database: Comprehensive tracking of government support measures globally
- Support Categories: Capacity closures, restructuring aid, decarbonisation funding, R&D support, regional development
- Notification Tracking: EU state aid approvals, WTO subsidy notifications, transparency requirements
- Competitive Distortion Analysis: Impact assessment of foreign subsidies on level playing field
Policy Applications
- Benchmark support levels across jurisdictions
- Assess distortive effects of foreign subsidies
- Design compliant domestic support mechanisms
- Support trade remedy investigations and WTO disputes
- Evaluate restructuring and transition support requirements
Government Intervention Types
- Direct financial assistance and grants
- Loan guarantees and preferential financing
- Equity injections and nationalisation
- Tax relief and regulatory exemptions
- Energy subsidies and carbon compensation
- Decarbonisation capital support (carbon contracts for difference, capex grants)
Decarbonisation Policy Development
Technology pathways, investment requirements, and policy mechanisms for green steel transition
Technology Pathway Analysis
- Low-Carbon Technologies: Hydrogen DRI, carbon capture and storage (CCS), electric arc furnace (EAF) expansion
- Technical Knowledge Base: Process descriptions, technology readiness levels, deployment timelines
- Scrap-Based Production: Circular economy potential, scrap availability constraints, quality considerations
- Innovation Pipeline: Emerging technologies, pilot projects, commercialisation pathways
Investment Requirements
- Capital Cost Analysis: Decarbonisation project costs from 1,345+ capex records
- Operating Cost Implications: Hydrogen, electricity, carbon capture, increased scrap costs
- Transition Timeline: Phased investment pathways, asset stranding risks, facility lifecycles
- Funding Requirements: Public vs private investment, blended finance, risk sharing mechanisms
Policy Mechanism Design
- Carbon Pricing: ETS impacts, carbon border adjustment mechanisms (CBAM), free allocation
- Financial Support: Carbon contracts for difference, capex grants, loan guarantees
- Regulatory Frameworks: Performance standards, product requirements, public procurement
- Infrastructure Development: Hydrogen networks, CCS infrastructure, grid capacity
- International Coordination: Climate clubs, technology transfer, border adjustments, and impact of China policy decisions
Economic Impact Assessment
Profitability trends, cost competitiveness, and investment patterns for policy evaluation
Economic Analysis Resources
- Profitability Analysis: 12-year time series of EBITDA margins vs capacity utilisation
- EBITDA Margin vs Excess Capacity: 20-year time series of EBITDA margins vs excess steel capacity
- Cost Modelling: Production economics for different process routes and technologies
- Price Forecasting: Long-term projections for raw materials and finished products to 2050
- Margin Analysis: Sensitivity of profitability to price cycles, costs, and policy interventions
Policy Impact Evaluation
- Carbon pricing impact on production costs and competitiveness
- Trade measure effectiveness and unintended consequences
- Decarbonisation policy costs and funding requirements
- Regulatory compliance costs and administrative burdens
- Energy policy impacts on industrial electricity and gas costs
Investment Climate Assessment
- Capital Investment Trends: 1,345+ projects tracking investment patterns
- Capacity expansion, modernisation, and closure decisions
- Technology investment priorities and innovation activity
- Regional investment attractiveness and policy competitiveness
- Foreign direct investment flows and reshoring trends
Getting Started
New to our platform? Here's how to get the most value from our resources:
- Review Industry Structure: Examine our capacity database for production capability and employment data
- Analyse Trade Flows: Access production, import, and export statistics for trade policy assessment
- Explore State Aid Data: Review our database of government support measures globally
- Read Policy Insights: Browse monthly expert analysis on decarbonisation, trade, and strategic developments
- Access Economic Analysis: Review profitability trends, cost models, and long-term forecasts
- Contact Us: Discuss custom policy research or data requirements for your organisation
Whether you're developing industrial strategy, designing trade policy, formulating decarbonisation frameworks, or assessing economic impacts, we provide the independent steel sector intelligence required to support evidence-based policy development and decision-making.