A significant set of pre-scheduled measures took effect in the European Union today, establishing new tariff quotas and import conditions for grain-oriented electrical steel from China, Japan, and South Korea. This activation of previously loaded rules coincided with a new TARIC update that continued the EU's strong trade defence posture. Regulators loaded future-dated anti-dumping duties on ferro-silicon from China and Russia, signaling a continuation of existing policy, and published new measures targeting cellulose-based chemicals and certain steel articles.

The themes

Today's regulatory activity unfolded on two parallel tracks. The first was the activation of a large, complex package of nearly 380 measures, overwhelmingly focused on implementing new tariff-rate quotas for specialty steel. This represents the culmination of prior regulatory work, with measures loaded in advance now becoming operational.

The second track was the loading of 255 new records, again dominated by trade defence and quotas, with iron and steel products accounting for the vast majority of changes. This included both administrative adjustments to existing duties and the loading of future measures, underscoring a sustained focus on managing steel imports and enforcing trade rules.

Headline items

Today's update included several notable trade defence actions, most of which were loaded with an effective date of 24 September or later:

  • Ferro-Silicon Duties Extended: The EU moved to continue its anti-dumping regime on ferro-silicon (HS heading 7202). While validity changes were made to existing measures on imports from China (at rates up to 31.2%) and Russia (up to 22.7%), new measures under the same regulation (R1794/26) were loaded to take effect on 18 November 2026, locking in these duties for a future period.

  • New Measures on Chemicals and Steel Articles: A series of new trade defence measures were published under information notices. These affect various cellulose products (HS heading 3912) from China and South Korea, as well as certain steel articles (HS heading 7312) from Thailand, India, and Türkiye.

Coming into force

Measures effective today, 25 September:

As flagged in yesterday's briefing, a large package of measures for grain-oriented electrical steel (HS heading 7225) took effect today. These establish a new set of tariff-rate quotas and import conditions for goods originating from China, Japan, and South Korea. The structure imposes high specific duties on imports exceeding quota limits, effectively managing import volumes of these specialty products.

Future-dated measures loaded today:

Beyond the ferro-silicon duties scheduled for November, today's update also included a notable tariff liberalisation. New measures loaded today will reduce the customs duty on cane and other molasses (HS heading 1703) from all countries to zero, effective next week on 1 October 2026.

What to watch

The activation of the electrical steel quotas marks a significant operational change for importers of those products. Looking ahead, the zeroing of duties on molasses on 1 October provides a small but concrete liberalisation. However, the dominant trend remains the EU's intensive management of the steel sector through quotas and anti-dumping duties, a focus that shows no signs of abating as the fourth quarter approaches.

By the numbers

Change records by type Change records by type 2026-09-25 · EU TARIC New measures 193 New requirements / conditions 36 Validity changes 15 Duty rate changes 10 Measures ending 1 Each record is a distinct measure-level change detected that day. Change records by category Change records by category What kind of rule changed Trade defence (AD/CVD/safeguard) 156 Tariff quotas 95 Customs duties 2 Unit changes 2 Trade-defence activity by origin Trade-defence activity by origin Commodity lines hit by anti-dumping / countervailing / safeguard changes Thailand 15 Türkiye 15 India 15 All countries 13 China 6 Korea, Republic of (South Korea) 3 Russian Federation 3 Counts distinct commodity codes per origin loaded that day. Most-affected product chapters Most-affected product chapters HS chapters with the most change records Iron and steel 161 Articles of iron or steel 81 Plastics and articles thereof 9 Sugars and sugar confectionery 4