๐Ÿ“ก 2026.4.29CIS Steel Weekly Report โ€” Free Sampleย 

Report Period: April 22โ€“29, 2026
Coverage: Russia | Ukraine | Kazakhstan


๐Ÿ“Œ 1. Core Insights (Sample Excerpts)

๐Ÿ“Œ Iran Steel Export Ban Reshapes Global Billet Flows โ€” Iran suspended all steel slab and sheet exports until May 30, 2026, removing significant semi-finished capacity from the market. This has triggered a scramble among Middle East and Asian buyers for alternative supply, directly benefiting Russian billet exporters. โ–ฒ (Source: Mysteel, SMM, April 27โ€“28, 2026)

๐Ÿ“Œ Russia Billet Prices Surge on Currency and Supply Pressures โ€” Russian billet FOB Black Sea offers jumped sharply week-on-week, driven by a stronger rouble and persistent Iranian supply absence. Full price data, CFR destination breakdowns, and competitiveness spreadsheets are reserved for subscribers. โ–ฒ (Source: BigMint, SteelOrbis, April 2026)

๐Ÿ“Œ EU Adopts 20th Sanctions Package โ€” Russian Ferrous Scrap Banned โ€” The EU’s latest sanctions round, adopted April 23, bans imports of Russian ferrous waste and scrap (CN 7204), further limiting export diversification options for Russian scrap collectors. (Source: EU Council, Kallanish, April 23โ€“28, 2026)

๐Ÿ“Œ BRICS Pay Officially Launched โ€” The cross-border payment system interconnecting CIPS, SPFS, and UPI went live on April 30, 2026, providing an additional settlement channel for Russia-related steel trade. Operational readiness analysis and practical guidance on using this channel are reserved for subscribers. (Source: EastMoney, April 28, 2026)


๐Ÿ’ฐ 2. Price & Cost Analysis (Sample Structure โ€” Data Reserved)

๐Ÿ‡ท๐Ÿ‡บ Russia โ€“ Export Prices (FOB Black Sea)

ProductPrice (FOB Black Sea)TrendSource
Billet (3SP, 150mm)[Subscriber Access Only]โ–ฒ Sharp increaseBigMint, SteelOrbis
Slab[Subscriber Access Only]โธ๏ธ StableSteelHome, Mysteel
HRC (S235JR, 2โ€“4mm)[Subscriber Access Only]โธ๏ธ Wide range persistsSteelHome
Pig Iron[Subscriber Access Only]โ–ฒ ModerateKallanish, ChemAnalyst

Competitiveness Assessment โ€“ Russia vs. China vs. Turkey

OriginProductFOB EstimateKey AdvantageKey Barrier
RussiaBillet[Subscriber Access]Structural discount narrowed; Iran gap supports demandRouble-driven price surge, war risk premiums
ChinaBillet[Subscriber Access]Stable supply, fast delivery, no sanctions riskLess price discount than previous weeks
TurkeyBillet[Subscriber Access]Local supply, no logistics riskSignificantly higher ex-works price

๐Ÿ”’ Full price tables including CFR Turkey/India/China spreads, Ukrainian distressed pricing, Kazakhstan export benchmarks, and the week-on-week change analysis are available in the complete report.


๐Ÿ›ก๏ธ 3. Geopolitical & Logistics Risk (Sample Excerpts)

EU Steel Safeguard Implementation Rules Published (April 28, 2026)

  • New framework effectiveย July 1, 2026, replacing current safeguard measures.
  • Total annual quota:ย 18.35 million tonnes, with in-quota imports duty-free and out-of-quota subject toย 50% tariff.
  • Russian steel phase-out trajectory confirmed: semi-finished imports to be eliminated byย September 2028.

EU 20th Sanctions Package (April 23, 2026)

  • Bans imports of Russianย ferrous waste and scrap (CN 7204), copper, nickel, and aluminium scrap.
  • Restricts exports of welding consumables, metalworking tools, and industrial equipment to Russia.
  • ๐Ÿ”’ Detailed impact analysis on specific Russian mills, scrap flow redirection, and alternative feedstock strategies is reserved for subscribers.

Black Sea Shipping Risk Rating

ZoneRisk LevelKey Risks
Eastern Black Sea / Azov Sea๐Ÿ”ด CriticalDrone strikes, port restrictions (Novorossiysk)
Novorossiysk port area๐Ÿ”ด CriticalTwo key berths (1 and 1a) still offline; oil loading restricted
Bosphorus Strait entrance๐ŸŸก MediumDrifting mine threats

๐Ÿ”’ War risk insurance premium updates, alternative port routing cost comparisons, and freight rate projections are reserved for subscribers.


โš–๏ธ 5. Policy & Compliance Update (Sample Excerpts)

MeasureStatusKey Detail
EU Quota CutPublished (Apr 28)47% reduction to 18.35 million tonnes
Out-of-Quota TariffPublished (Apr 28)Doubled from 25% โ†’ 50%
Russia Import Consumption TaxBill drafted2.7% of monthly slab price (zero below RUB 30,000/t)
SPOT System (Pre-Delivery Certification)Pilot extended to May 27Full launch June 2026
BRICS PayLaunched April 30, 2026Interconnects CIPS, SPFS, UPI

๐Ÿ”’ Full compliance table with effective dates, source citations, payment channel pre-verification requirements, and detailed guidance on navigating the SPOT system is reserved for subscribers.


๐Ÿ’ก 6. Actionable Advice (Sample Framework)

For Procurement Managers (Buyers)

  • โœ…ย Secure / โณ Wait / ๐Ÿ‘€ Monitorย โ€”ย Specific price targets, entry levels, and timing recommendations are reserved for subscribers.
  • โš ๏ธย Verify SPFS payment pre-verificationย โ€”ย 27 Chinese banksย now connected; ensure payer bank completes SPFS registration before first payment to avoid aย 99.6%ย rejection rate.
  • โš ๏ธย Assess origin competitiveness shiftย โ€” The Russia-vs-China FOB spread has narrowed significantly; detailed origin-by-origin landed cost comparisons are available in the full report.

For Export Sales Managers (Sellers)

  • โœ…ย Quote aggressively / โณ Pause quotes / ๐Ÿ‘€ Adjust termsย โ€”ย Target market prioritization, price guidance, and competitive positioning strategies are reserved for subscribers.
  • โœ…ย Leverage Iran supply gapย โ€” Iranian slab and sheet exports remain suspended until at least May 30. Detailed opportunity mapping for Southeast Asia and GCC markets is in the full report.
  • โณย Monitor Turkish rebar marginsย โ€” Rebar FOB prices softened this week.ย Threshold breakeven analysis for Turkish re-rollers using imported billet is reserved for subscribers.

๐ŸŒ 7. Major Events This Week (Sample Headlines)

  • Iran Suspends Steel Slab and Sheet Exportsย (April 27, 2026) โ€” Approximately 10 million tpy crude steel capacity offline; ban effective through May 30.
  • EU Publishes Formal Steel Quota Implementation Rulesย (April 28, 2026) โ€” 18.35 million tonne total quota, 50% out-of-quota tariff, effective July 1.
  • EU Adopts 20th Sanctions Packageย (April 23, 2026) โ€” Russian ferrous scrap import ban; restrictions on welding consumables and metalworking tools.
  • BRICS Pay Cross-Border Payment System Launchedย (April 30, 2026) โ€” Interconnects CIPS, SPFS, and UPI.
  • Severstal Reports Q1 2026: Domestic Metal Consumption Down 15% YoYย (April 21, 2026) โ€” Semi-finished exports up 80%, HVA product sales down 14%.
  • Russia SPOT Voluntary Testing Extended to May 27, 2026ย โ€” Full mandatory launch in June.

๐Ÿ”’ Full event details with source links, detailed impact assessments, and dedicated procurement and sales advice are available in the subscriber version.


๐Ÿ“ฅย Get Full Report(Watermarked)

This free sample provides a structural overview of the CIS Steel Weekly Report. The complete report delivers the specific, dollar-denominated data and actionable guidance you need to make confident procurement and sales decisions in one of the world’s most volatile steel markets.

Subscribers receive:

  • Real-time FOB/CFR pricesย for billet, slab, HRC, rebar, and pig iron across all CIS origins, with week-on-week and year-on-year comparisons.
  • Detailed competitiveness spreadsheetsย comparing Russia, China, Turkey, and Ukraine on a delivered-cost basis, accounting for freight, war risk premiums, and payment channel costs.
  • Exclusive “Buy/Wait/Sell” callsย with precise price targets, entry levels, and timing recommendations โ€” updated every seven days.
  • Full legislative trackingย including Russia’s import consumption tax timeline, SPOT system implementation, EU sanctions phase-out calendar, and CBAM carbon price updates.
  • Iran supply shock impact modelingย โ€” quantifying the structural billet deficit by region and the resulting price implications for alternative origins.
  • Payment channel compliance guidesย โ€” step-by-step SPFS pre-verification checklists, BRICS Pay adoption status, and sanctions screening protocols.


๐Ÿ‘‰ย Subscribe Monthly โ€” Never miss a market shift
๐Ÿ‘‰ย Subscribe Annually โ€” Best value for procurement and sales teams

๐Ÿ“งย Questions? Need a custom market? Contactย amy@amyinsights.com

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