Morgan Stanley: Recent Middle East Developments Substantially Impact Iran's Steel and Iron Ore Supply Chain

Deep News04-06

Analysts at Morgan Stanley stated in a report that recent developments in the Middle East have had a material impact on Iran's steel and iron ore supply chain, with potential spillover effects on the shipping market. The report indicated that Iran's direct reduced iron (DRI) production in 2025 accounts for approximately 25% of the global total, equivalent to about 37 million tons, while its iron ore supply represents around 3% of the world's total, or roughly 68 million tons. In 2024, Iran exported approximately 800,000 tons of DRI and about 22 million tons of iron ore. Regarding steel production, an estimated 13 to 15 million tons of Iran's annual steelmaking capacity, representing about one-third of its total capacity, has been disrupted. Consequently, a significant decline in Iran's exports of steel and raw materials is expected, which will likely compel buyers in the Middle East and Asia to seek alternative sources of supply.

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