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在特朗普决定对进口钢铁和铝征收高额关税后，全球金属贸易格局被重新洗牌。欧洲钢铁制造商和金属生产商游说欧盟对废金属出口征税或设限，以应对废金属大量涌入美国的情况。

在全球绿色转型背景下，钢铁行业减碳路径成为关键变量。废钢从“低端回收品”跃升为“绿色关键资源”，其贸易格局发生结构性变化。欧盟计划出口设限，美国靠价格机制吸纳资源，新兴经济体构建本地回收体系，国际流通受制度约束。中国保持出口限制，逐步放开进口，并将推进废钢战略体系布局。

全球绿色转型加速，氢冶金等理想技术路线遇阻，如美国、安赛乐米塔尔相关项目暂停。而废钢 – 电炉路径优势回归，技术成熟、减排显著，废钢战略属性被重估，从价格材料向政策资源转变，为贸易格局ɇ..

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