Tata Steel Nederland reports higher production, deliveries

Tata Steel Netherlands has reported a rise in steel production and deliveries in its third fiscal quarter and nine months of the 2025 fiscal year (FY25), Kallanish notes from its provisional results filing.

Liquid steel production for the Netherlands was at 1.76 million tonnes in the third, December quarter (Q3), up quarter-on-quarter from 1.66mt, and year-on-year from 1.19mt. Delivery volumes saw a small increase to 1.53mt, from 1.5mt the previous quarter, and y-o-y from 1.3mt.

Its nine-month production volumes were at 5.12mt, up 54% from 3.32mt for the same period one year earlier, while deliveries rose to 4.5mt from 3.89mt. Tata says the 16% y-o-y increase is primarily due to the higher production.

Tata Steel notes its Netherlands delivery figures include volumes shipped to Tata’s UK operations of 120,000t.

For Tata Steel UK (TSUK), production and delivery volumes were heavily impacted by the closure of steelmaking at Port Talbot on 30 September, reducing Q3 liquid steel output to zero.

“Following closure of the blast furnaces at the end of 2QFY25, TSUK has successfully reconfigured its supply chain to continue servicing customers via downstream processing of purchased substrate,” the firm says in the filing.

Q3 deliveries stood at 560,000t, down q-o-q from 630,000t and y-o-y from 640,000t.

Nine-month production amounted to 1.07mt, down y-o-y from 2.33mt in the same period of FY24, while deliveries were at 1.87mt, slumping from 2.11mt one year previously, which the company says were adversely impacted by subdued demand dynamics.

TSUK is to construct an electric arc furnace as part of its £1.25 billion investment in the Port Talbot site, £500 million ($626m) of which comes from a grant funding agreement with the UK government.

Carrie Bone UK

kallanish.com

British Steel production glitch sparks delivery delays

UK longs producer British Steel is delaying deliveries because of a problem with one of its blast furnaces, according to market sources.

The company has moved to one blast furnace, from two, because it is struggling to make pig iron of sufficient quality, the sources said. There are some suggestions that this could be caused by problems with a batch of imported coke. The company recently took its coking ovens off line with a view to reducing its carbon footprint — and the amount of emissions allowances it needs to buy — and has been importing coke since.

“We are taking decisive action to minimise the potential impact on customers’ orders caused by a production issue,” a company spokesperson told Argus. The spokesperson refused to comment further on the nature of the problem or how many blast furnaces are operating.

The company’s sales director has been ringing customers to inform them that deliveries could slip by 3-4 weeks as a result of the issue, multiple large domestic customers of the mill told Argus.

There are also suggestions that the company has insufficient gas for both its sections and wire rod mills, according to workers at the site and sources close to the company. The spokesperson refused to comment.

Senior officials from British Steel recently met with the head of Liberty Steel, Sanjeev Gupta, in Scunthorpe. It is unclear what was discussed, but sources said one topic could have been gas availability for Liberty Merchant Bar, the site previously operated on coke oven offgases from British Steel.

Others said the discussions could have been centred on state aid in light of the government’s £500mn grant to Tata Steel to help it decarbonise its operations. British Steel also has been in talks with the government and is looking to establish electric arc furnaces to reduce the carbon intensity of its production.

Source: argusmedia.com