Canada CITT Final Injury Finding — Oil Country Tubular Goods from Mexico, Philippines, Türkiye, and South Korea (NQ-2025-005)

Mechanism

The Canada Border Services Agency (CBSA) initiated a dumping investigation (OCTG5 2025 IN) in August 2025 following a complaint filed by InterPro Pipe + Steel (formerly Evraz) and Welded Tube of Canada Corp., two Canadian domestic producers of oil country tubular goods. CBSA issued a preliminary dumping determination in November 2025; the CITT issued a reasonable indication of injury finding in October 2025 and initiated the full final injury inquiry (NQ-2025-005) in December 2025.

The CITT's 21 April 2026 final injury finding established that dumped imports of OCTG originating in or exported from Mexico, the Philippines, Türkiye, and South Korea have caused material injury to the Canadian domestic industry. The United States investigation was terminated separately prior to the final finding.

Dumping margins (final CBSA determination, 23 March 2026):

Anti-dumping duties are payable on goods released by CBSA on or after 21 April 2026 and remain in force for five years (standard SIMA duty cycle).

Downstream implications

• TAMSA / Tenaris (NYSE: TS): TAMSA is one of Tenaris's largest production hubs for

North American OCTG supply; a 30.7% duty materially impairs Canadian market access and may redirect volumes to US customers or third-country markets.

• Korean steel exports: Hyundai Steel Pipe faces a 13.6% duty, adding to margin

pressure from the concurrent Korea KTC robotics and HRC anti-dumping cycle of 2026.

• Borusan (BIST: BRSAN): 11.0% duty on Turkish OCTG closes another Canadian-market

export route for one of Türkiye's largest steel-pipe producers.

• Canadian energy upstream: OCTG is consumed by oil and gas drillers; the duty raises

input costs for Canadian oil sands and conventional upstream operators.

• Structural peer context: This is the second major Canadian SIMA/CITT instrument filed

on the register in the 2024-26 cycle (peer: 2024-10-01-canada-china-surtax-order on EVs, steel, and aluminium), confirming Canada's active use of trade-remedy mechanisms alongside the US tariff-escalation environment.

Open questions

• Whether the TAMSA / Tenaris duty rate will be appealed to the Federal Court of Appeal

(standard post-NQ litigation path).

• Whether Canada will self-initiate a countervailing duty investigation alongside the

anti-dumping duties (CBSA has this authority under SIMA).

• Duration of duty order: SIMA allows expiry review after five years; in Canadian OCTG

history, expiry reviews have regularly extended duties (see OCTG1 2025 ER from China).