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The EU's hot-rolled coil import structure underwent significant adjustments in the third quarter of 2025. NK K/D51 steel Anti-dumping duties imposed on Japan, Vietnam, and Egypt have nearly halted exports from these countries, forcing European buyers to seek alternative supply sources.
Reports indicate that as the European Commission continues to tighten trade protection measures, the pace of import quota utilization has slowed significantly. NK K/D51 steel Currently, Turkey, South Korea, and Taiwan have become the main sources of imports. Although these three countries are subject to safeguard measures, they have not yet been subject to anti-dumping duties.
Among them, South Korea and Taiwan's quotas quickly ran out after the start of the new quota period. Turkey's quota utilization was relatively slow, with a utilization rate of 63% to date. However, this supply structure may change again in the fourth quarter. To prepare for the implementation of the Carbon Border Adjustment Mechanism (CBAM) on January 1, 2026, the market expects European buyers to accelerate purchases from countries not included in the safeguard measures, such as Vietnam (not yet subject to tariffs), Indonesia, and Thailand.
Amidst tightening hot-rolled steel resources, European import demand for cold-rolled coil is also growing. Data shows that India's cold-rolled steel quota utilization rate remains low, at only 12%, while South Korea's cold-rolled steel imports have surged, reaching a 57% utilization rate. NK K/D51 steel Under the "remaining quota" category, Turkey and Japan's quotas have been fully utilized, while Vietnam and Taiwan's utilization rates have reached 48% and 60%, respectively. Furthermore, the 13% per-country cap further compresses import space, exacerbating overall quota constraints.
Hot-dip galvanized coil (HDG) quotas continue to be rapidly utilized, with quota utilization rates for major countries ranging from 41% to 100% in the third quarter, maintaining fierce market competition.
Overall, the EU's import structure for HRC and downstream products is undergoing accelerated adjustments, with trade policies and the CBAM mechanism becoming key drivers. This is leading to a new round of restructuring of corporate supply chain strategies.
