El mercado de NPI se mantiene estancado en niveles altos, persiste la divergencia entre oferta y demanda

Concrete figures on the EU safeguard successor's country-specific steel import quotas have begun to surface for the first time, with an Asian industry minister reportedly indicating that individual countries may have been granted significantly higher quotas than previously assumed, suggesting Trade Commissioner Šefčovič may have made greater concessions than anticipated. The minister reportedly stated that nothing had been offered to the EU and warned the measure could violate free trade agreements, with countermeasures possible. Data remains unverified and markets await official publication.

Chinese Taiwan's upstream mills including Yusco and Tang Eng repeatedly raised stainless steel prices in H1 2026, supported by a nickel price rebound and Indonesian supply policies. However, momentum is fading as downstream processors and distributors report sluggish orders and difficulty passing costs on to end customers, with buyers adopting a cautious, hand-to-mouth purchasing approach. For H2, analysts see prices caught between a firm cost floor, underpinned by Indonesian refined nickel capacity and Asian billet prices, and a demand ceiling where EU CBAM levies and a disappointing global manufacturing recovery are suppressing export orders. A mild restocking pickup is possible around October as seasonal demand improves, but mill-buyer price negotiations are expected to remain tense throughout the period.

Japón planea imponer derechos antidumping provisionales a partir de julio sobre chapas y bobinas de acero inoxidable laminado en frío a base de níquel procedentes de Taiwán. El Ministerio de Asuntos Económicos de Taiwán declaró el 22 de junio que el daño global a las exportaciones es limitado: China Steel Corporation no fabrica los productos investigados; el principal exportador, Yusco, obtuvo la tasa más baja del 3,86 %, preservando su posición competitiva; y Walsin Lihwa exporta a Japón principalmente productos no investigados. Los fabricantes locales señalan que Japón representa una pequeña porción de las exportaciones totales de acero inoxidable de Taiwán. Funcionarios del gobierno se comprometieron a mantener el diálogo con sus homólogos japoneses y a apoyar a las industrias locales en la adopción de tecnologías de inteligencia artificial y bajas en carbono.