Datos: movimiento del mercado SHFE y DCE (15 jul)

The most-traded HRC contract continued yesterday's rise during the day, closing at 3,327, up 1.12%. In the spot market, cold and hot rolled prices rose 10-20 yuan/mt, with moderate trading. During the off-season, sustained price rises could hardly stimulate a continuous increase in demand, and speculative and spot-futures demand also slowed down. From a fundamental perspective, there were few new maintenance activities for HRC, supply pressure persisted, and as the off-season gradually deepened, end-use demand was unlikely to be released significantly. Phased market movements only led to resource circulation, and inventory continued to slowly accumulate in July. Overall, the current sentiment improved somewhat, but considering that finished steel remains in the off-season, the rise driven by short-term news disturbances might be difficult to sustain, and the pace may still fluctuate. Pay attention to market news developments.

India ha conseguido acceso libre de aranceles para exportaciones de acero al Reino Unido por unos 350 millones de dólares, superando el promedio histórico de aproximadamente 200 millones. La cuota revisada podría elevar estas ventas a cerca de 1.000 millones de dólares en el ejercicio fiscal 2026-27, desde los 900 millones anteriores. Las negociaciones sobre el mecanismo de ajuste en frontera por carbono previsto por el Reino Unido para 2027 siguen sin resolverse.

Outokumpu ha encargado a Primetals Technologies la modernización de la instalación de tratamiento de cuchara en su planta de acero inoxidable de Calvert, en Alabama, con un horno de cuchara gemelo de 180 toneladas, cuya puesta en marcha está prevista para marzo de 2028. El proyecto mejorará el control de temperatura, la flexibilidad y la productividad, al tiempo que reducirá el consumo energético y las emisiones.