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Steel · April 2026

Live position-vs-market and reorder signals across 12 active SKUs.

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Stock value
€178.3k
177.4 t on hand across 12 SKUs
Position vs market
-1.5%
-€2.6k vs replacement value
CBAM exposure YTD
€176.6
Delivered imports Jan–Apr 2026, 97.5% free allocation
Reorder alerts
12
SKUs below ROP or safety stock

Portfolio cost vs HRC EU benchmark

Weighted-average landed cost across top-weighted carbon SKUs, tracked against CRU HRC EU.

12-mo rolling

Top reorder alerts

Sorted by days of cover remaining.

12

Recent purchase orders

Pricing breakdown applied from contract formulas.

View all
PO #SupplierIssuedValueCBAM
PO-2026-0306İçdaş Biga02 Mar 2026€14.3k€45
PO-2026-0301ArcelorMittal Dunkerque02 Mar 2026€15k
PO-2026-0208İçdaş Biga12 Feb 2026€10.8k€35
PO-2026-0206Riva Acciaio10 Feb 2026€16.2k
PO-2026-0205Aperam Stainless France08 Feb 2026€5.3k

CBAM at a glance

2026 delivered imports.

97.5% free
Exposed tCO₂e YTD
9.90
After 97.5% free allocation. EUA @ €92/t.
Free allocation phase-down
  • 202697.5%
  • 202795%
  • 203051.5%
  • 20340%
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