Insights
In short
Short, dated notes. Every number in them comes from shipments we paid for, and every one says how it was measured.
1 September 2026August 2026 rate index: Asia–Europe softens againSea rates on Ningbo–Bratislava fell about 4% month on month, rail moved up slightly, and air held. All figures come from shipments we paid for in the stated month, not from vendor averages.18 August 2026CBAM is catching importers of ordinary steel articlesCBAM is not only about steel coil. Finished articles of iron, steel and aluminium are in scope by commodity code, which catches importers who have never thought of themselves as steel buyers.