Ferroalloy market intelligence, China supply dynamics, CBAM, foundry and EAF technical analysis. Written by our managing director Mehdi Malek and trade strategist Sevda.
Mehdi Malekrecarburizercarbon raiserRecarburizer choice for grey iron, ductile iron and steel: fixed carbon, sulphur, nitrogen, recovery and the cost per kg of dissolved carbon. When GPC pays.
Mehdi MalekEU exportCBAMCOA, MTC 3.1, CBAM emissions data, A.TR and EUR.1: which document applies to which ferroalloy or SiC shipment into the EU, and what to send with your RFQ.
Mehdi MalekSiCsilicon carbideMetallurgical SiC brings both Si and C and keeps nucleation alive longer than FeSi. How much FeSi and carbon it replaces, when to add it, and the break-even price.
Mehdi MalekSilicon Metal441Si Metal 441 (Fe≤0.4%, Ca≤0.1%) vs 553 (Fe≤0.5%, Ca≤0.3%): Al-Si casting intermetallics, Rochow-process trace-element control, and the real grade-cost call.
Mehdi MalekHC FeMnFeSiMnChoosing between high-carbon ferromanganese and ferrosilicomanganese: deoxidation, desulfurization, dosage math and EAF bath chemistry. Mn ≥65% spec, per-ton cost difference.
SevdaCBAMferroalloyThe EU Carbon Border Adjustment Mechanism entered its definitive phase on 1 January 2026. EU ETS ~€75/tCO₂e, embedded-emissions declarations, and the impact on the Turkish EAF exporter's ferroalloy sourcing decision.
Mehdi MalekFeSiMgductile ironThe 10-minute critical window from nodularization to pour. Mg fade physics, FeSiMg particle size logic, and numbers from a Turkish foundry case.
SevdaFeMoMOFCOMChina's FeMo export licensing entered month 14. Price impact, Turkish EAF response, and a multi-regional supply framework for H2 2026.
