Geopolitical Brief

Policy Analysis

EU Safeguard Investigation on GOES Steel Imports

This report covers the European Commission's safeguard investigation into imports of grain-oriented electrical steel (GOES) and steel lamination cores (SLC) used in transformers.

Import Volume & Market Dynamics

It provides import volume data showing a near-doubling of GOES and SLC imports over four years (reaching 191,056 and 60,334 tonnes respectively), estimates of global spare production capacity (~630,000 tonnes, exceeding EU consumption by 64%), and documents the price decline on the EU market.

Trade Defence Instruments

The report explains the EU's three trade defence instruments — anti-dumping duties, countervailing duties, and safeguard measures — and notes that GOES was previously covered only by anti-dumping duties against five countries, while the new standalone investigation signals the Commission considers existing protection insufficient.

Supply Chain Impact

It maps the affected supply chain from steel producers through laminate and core manufacturers to transformer producers, the energy sector and end users — highlighting downstream impact on grid infrastructure, renewable energy connections and data centre power supply.

Regulatory Scenarios & Procedural Timeline

The report outlines possible regulatory outcomes (safeguard tariffs or tariff-rate quotas) with indicative timelines for provisional and definitive measures, and describes procedural deadlines for interested parties to register and submit evidence.

Data Coverage

Import volumes and growth rates

CN product codes

Global overcapacity estimates

Supply chain structure

Existing anti-dumping duty coverage by country

Regulatory scenarios and procedural deadlines

Belgium

Brussels, 1000

Quai des Usines 160

Poland

Warsaw, 00-503

Żurawia 6/12/745

Estonia

Tallin, 10146

Vana-Posti 7

The most complex challenges
require the right conversation.

+32 288 617 47

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© 2026 The Diplomatic Platform. All rights reserved.

Belgium

Brussels, 1000

Quai des Usines 160

Poland

Warsaw, 00-503

Żurawia 6/12/745

Estonia

Tallin, 10146

Vana-Posti 7

The most complex challenges
require the right conversation.

+32 288 617 47

Copy component

Copied

Copied

general@diplomaticplatform.com

© 2026 The Diplomatic Platform. All rights reserved.