Page 1 - Hot-Rolled News 10/2025 EN

HOT ROLLED NEWS

EDITION 10/25 BÖLLINGHAUS HIGHLIGHTS

CURRENT BUSINESS SITUATION

The global market remains challenging, yet our company has kept

production running - a rare achievement among competitors. Strong order

intakes during peak months show that customers continue to trust our

brand even in tough times.

In the USA, tariffs add complexity, but sectors like defense, aerospace,

medical, semiconductors, and oil & gas perform well. Engineering steels

exceed expectations, and stainless steel is recovering, driven by demand

from food, defense, and luxury industries. Smaller new projects (500kg

orders) also offer growth potential.

All in all, sales activity is strong, with rising inquiries and a growing

agent network.

Still, production delays and weak expedition have limited results, causing

missed opportunities and frustration for time-critical orders. Political

unrest and market volatility complicate planning, and the mechanical

engineering sector remains weak until at least mid-2026. High distributor

stocks and cheap imports from outside the EU - often 30% lower in price

- continue to pressure margins.

CBAM progress and new safeguard measures,

expected by mid-2026, may lower quotas and raise

tariffs, helping us to win back market shares from

low-cost imports. Despite global uncertainties, Q4

should remain solid. Our focus is on stabilizing

orders, improving delivery performance, and

increasing efficiency. We’ll achieve this through

closer teamwork, faster decisions, and a strong

focus on quality and customer satisfaction. New

leads and upcoming contract talks offer real growth

potential - and with commitment and collaboration,

we can turn challenges into opportunities.

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