Date: March 1, 2026
By: Amy
As we navigate the first quarter of 2026, the most significant structural change in the global steel trade is undoubtedly China’s re-introduction of steel export licenses. Effective January 1, 2026, this policy requires exporters to obtain licenses for a wide range of products, including billets, HRC, and CRC .
For busy procurement managers, the immediate concern is logistics fluidity. Is Tianjin Port, one of China’s largest steel export hubs, experiencing cargo backlogs?
Based on recent observations and official actions, the situation is currently stable but with increased friction. Local authorities have been proactive. The Tianjin Municipal Commerce Bureau organized special training sessions in mid-January for over a thousand steel export enterprises, detailing the new application procedures and requirements . This suggests a concerted effort to ensure a smooth transition.
However, “friction” has increased. The new rules mandate that each shipment requires a pre-approved license, supported by a valid export contract and a manufacturer’s quality certificate . This inevitably adds days to the export planning cycle. While a massive, disruptive backlog hasn’t been reported, the administrative layer means that lead times are less predictable than before.
The “signal effect” was clear in December 2025, when China’s steel exports hit a record 11.3 million tonnes in a single month as suppliers rushed shipments to beat the deadline . This front-loading has likely reduced immediate post-holiday pressure. For buyers, this means while goods are moving, factoring in an extra 5-7 days for license processing is now a prudent procurement practice when negotiating delivery schedules for shipments out of Tianjin.