In January-March of this year, ferrous scrap enterprises increased exports of strategic raw materials for steelmaking companies by 32% year-on-year to 80.8 thousand tons.
According to the Ukrainian Association of Secondary Metals (UAVtormet), scrap collectors increased scrap supplies to Ukrainian steelmakers by 16.4% to 401 thousand tons in the period under review, up from 1Q2024.
Technological reserves of ferrous scrap at the enterprises were estimated at 20-25 thousand tons at the end of the first quarter. At the same time, the estimated technological needs of metallurgists for this raw material, according to the Association, are fully met, with an excess of 2.5-7.5%.
In January-March, the volume of ferrous scrap procurement increased by 18.5% to 505.9 thousand tons. According to UVTORMET, this trend is due to the high business activity of metallurgical and foundry enterprises, as well as the active export activities of Ukrainian scrap companies.
“In January-March 2025, there was a further increase in imports of ferrous metals to Ukraine, which amounted to 26.9% (about 336.4 thousand tons of steel products were imported). The main commodity items were coated flat products (≈ 32.9%), hot-rolled flat products (≈ 29.4%) and cold-rolled flat products (≈ 9.8%). The main volumes of steel products were imported from Turkey, Poland and China,” the report states.
Imports of scrap in Q1-2025 amounted to 0.03 thousand tons, in Q1-2024 – 0.25 thousand tons.
In addition, it is stated that steel production in the first quarter of this year amounted to 1.73 million tons, which is 2.7% more than in the same period last year.
As reported, scrap collectors increased scrap exports by 60.6% in 2024 compared to 2023, to 293.1 thousand tons (in 2023, exports amounted to 182.5 thousand tons, in 2022 – 53.6 thousand tons). Last year, they increased scrap supplies to Ukrainian steelmakers by 29.8% year-on-year to 1.343 million tons. Last year, the volume of ferrous scrap procurement increased by 37% to 1.749 million tons. Scrap imports amounted to 1.2 thousand tons in 2024 and 1.1 thousand tons in 2023.
Last year, steel production totaled 7.575 million tons, up 21.6% year-on-year.
According to the forecast, Ukraine will produce 6.5-6.8 million tons of steel in 2025 (6.228 million tons in 2023 and 6.263 million tons in 2022) and 1.450-1.650 million tons of scrap metal (1,277.3 thousand tons in 2023 and 996.7 thousand tons in 2022). Steelmakers are also expected to consume 1.1-1.2 million tons of scrap (1 million 34.7 thousand tons in 2023 and 895.7 thousand tons in 2022), export 300-350 thousand tons of scrap (182.5 thousand tons in 2023 and 53.6 thousand tons in 2022), increasing the export of strategic raw materials for steelmakers. Scrap imports are expected to reach 1.5-3 thousand tons.
In January-March 2025, imports of aluminum and aluminum products increased by 18.5% to $116.75 million, including $42.16 million in March.
Exports during this period increased by 35.5% to $31.7 million ($11.74 million in March). At the end of 2024, imports amounted to $446 million (+21.7%), while exports amounted to $124.4 million (+27.4%).
Aluminum is widely used as a structural material. The main advantages of aluminum are its lightness, stamping resistance, corrosion resistance, high thermal conductivity, and non-toxicity of its compounds. In particular, these properties have made aluminum extremely popular in the production of cookware, aluminum foil in the food industry, and packaging. The first three properties have made aluminum the main raw material in the aviation and aerospace industries (recently it has been replaced by composite materials, primarily carbon fiber). After the construction and production of packaging, such as aluminum cans and foil, the energy sector is the largest consumer of the metal.
In the first quarter of 2025, imports of lead and lead products to Ukraine increased 7.4 times to $2.09 million ($863 thousand in March).
Exports decreased by 25.2% to $2.12 million ($773 thousand in March).
In 2024, imports also increased by 2.4 times to $2.39 million, while exports fell by 22.9% to $11.4 million.
Lead is currently mainly used in the production of lead-acid batteries for the automotive industry. In addition, lead is used to make bullets and some alloys.
In 2025-2026 marketing year, the export of rapeseed from Ukraine may decrease to the lowest level since 2022-2023 MY and will amount to about 2.7-2.8 mln tonnes, down 13% compared to the current season, according to APK-Inform news agency.
The analysts noted that the reason for such a decrease is the expected decrease in oilseed production, as well as a possible increase in demand from the processing industry.
According to experts, in 2025, the production of rapeseed in Ukraine may decrease to the lowest level since 2022 due to the reduction of winter crops area as a result of moisture deficit in the fall of 2024 and poor wintering of crops in a number of major crop producing regions. In addition, cold weather, frosts and snow in the first decade of April may significantly worsen the situation.
According to APK-Inform estimates, the planted areas under rapeseed are 1.34 mln ha (-4%), while the harvested area may not exceed 1.17 mln ha (-10%) and may be even lower due to unfavorable weather conditions. The forecast of oilseed production in 2025 is about 3.35-3.4 mln tons (-8%).
As for the distribution of rapeseed in the new season, analysts believe that the situation will largely depend on the tariff policy of China and the US.
“We are currently witnessing the deterioration of trade relations between the US and China, the US and Canada, and between China and Canada, which will lead to the redistribution of trade flows of canola and processed products, and may change farmers’ plans for sowing this crop in major regions,” the agency said.
Several countries may try to replace Canadian oil and meal on the Chinese market by increasing production of rapeseed/canola, but the question is in the timing – the products are already in short supply and China needs to increase supplies now, not in the new season.
Due to the trade wars, China is expected to increase its demand for Ukrainian rapeseed oil and meal in the new season, which may increase domestic processing, but it will depend on the ratio of the cost of raw materials and oil on the Ukrainian market. In addition, it may be more difficult for Ukrainian companies to build up stocks, as farmers are in no hurry to sell raw materials under forward contracts.
“The trade may remain weak until the impact of frost and snow on the oilseeds in a number of European countries and in Ukraine in particular is assessed. It is also important to keep in mind that if the situation with tariffs does not change before the new season and all duties for Canada remain in force, Canadian canola may increase its presence on the European market, and, therefore, the window for the Ukrainian oilseed remains limited to the first half of the season,” APK-Inform summarized.
In 2024, Milk Alliance Group, one of the leaders in dairy processing in Ukraine, supplied its products to 27 countries, although in the pre-war period the export geography included 38 countries, said Serhiy Vovchenko, Chairman of the Supervisory Board of the Group.
“Last year, we exported products worth only about UAH 1 billion. This is not enough. At the same time, we received about UAH 8.6 billion in revenue,” he said at the Business Wisdom Summit 2025 on Friday.
Mr. Vovchenko noted that to be competitive, a food processing company needs to keep a close eye on three things: innovation, quality, and price.
Speaking about Milk Alliance, he expressed confidence that its products have no problems with innovation and quality. However, its cost is currently higher than in many European countries where producers receive subsidies from the European budget. This makes Ukrainian dairy products uncompetitive in the international arena.
“The cost of raw materials in our dairy industry accounts for 68-70% (of the total cost – IF-U). The state, business, and associations need to work to ensure that we are competitive in the third component, the price. Then we will be known, much more widely and in demand, and the currency will come to the state. After all, what is a billion hryvnias? It’s nothing at all. We used to sell much more, three times more for export. And now, unfortunately, we are at a standstill,” emphasized the Chairman of the Supervisory Board of Milk Alliance Group.
Mr. Vovchenko also said that after a series of trips to international congresses, he became convinced of the non-competitiveness of Ukrainian dairy products in the European market and the biased attitude of European colleagues towards Ukrainian producers. In his opinion, state protectionism can solve this problem.
“The duty-free trade agreement will expire on June 5. This is a very serious challenge for us. If it is not extended, we will lose. If a duty is added, we will not be competitive in the European market at all,” he said, adding that the way out is to increase exports to the Middle East and North Africa.
Milk Alliance Group is a leader in the Ukrainian dairy industry with five powerful dairy processing plants: Yagotynsky Butter Plant, Yagotynske for Children baby food plant, Pyriatyn Cheese Plant, Zolotonosha Butter Processing Plant and Bashtanka Cheese Plant.
The company specializes in the production of milk, fermented milk products, butter, cheese and dried dairy products, which it sells under the brands Yagotynske, Yagotynske for Children, Pyriatyn, Slavia, Zlatokrai, and Milk Alliance.
According to the company’s website, in 2024, the Group’s enterprises harvested 284.22 thousand tons of milk, produced 16.21 thousand tons of cheese, 3.671 thousand tons of butter, 48.6 thousand tons of milk, 53.94 thousand tons of fermented milk products, and 11.89 thousand tons of baby food.
In January-March 2025, imports of tin and tin products increased by 43.5% to $890 thousand ($277 thousand in March).
Exports decreased to $55 thousand (against $81 thousand a year earlier), of which $50 thousand in March.
In 2024, imports amounted to $3.19 million (+16.9%), exports – $389 thousand (+144%).
Tin is used mainly as a safe, non-toxic, corrosion-resistant coating in its pure form or in alloys with other metals. The main industrial applications of tin are in white tinplate (tinned iron) for food containers, in solders for electronics, in house pipelines, in bearing alloys, and in coatings made of tin and its alloys.
The most important tin alloy is bronze (with copper).
