Datos: movimiento del mercado SHFE y DCE (19 de agosto)

[India] As market sentiment strengthened, indicative export prices for Indian steel billet rose to $460/mt FOB India. Indicative prices for US/EU-origin shredded scrap were $420–422/mt CFR Qasim, UAE-origin HMS was $413–415/mt CFR Qasim, and Indian HMS was around $360/mt CFR India. However, scrap prices in the Indian market remain at indicative levels only, with no confirmed deals yet. The strengthening trend also extended to India’s domestic billet market, with prices rising in 16 of the 19 assessed regions, and the overall price range was $406–458/mt (INR 38,800–43,800/mt). Mumbai saw the largest increase, up $12/mt (INR 1,100/mt) to $448/mt (INR 42,800/mt); billet prices in Mandi Gobindgarh, Raipur, Chennai, and Durgapur were $444/mt (INR 42,400/mt), $414/mt (INR 39,600/mt), $458/mt (INR 43,800/mt), and $422/mt (INR 40,300/mt), respectively. India’s domestic HRC prices remained unchanged.

[Turquía] Durante la última semana, con la navegación en el Mar Negro casi paralizada y una planta siderúrgica ucraniana dañada por un ataque, varias acerías turcas han regresado al mercado asiático para adquirir tochos. La evaluación de las importaciones de tochos de Turquía se ha estabilizado en 495–500 USD/tonelada CFR. En cuanto a transacciones concretas, una acería de Esmirna compró 50.000 toneladas de tochos importados a un operador por 495–500 USD/tonelada CFR; anteriormente, un productor de acero para perfiles de la misma región ya había reservado aproximadamente 50.000 toneladas de tochos chinos. Cabe destacar que los frecuentes ataques a las rutas marítimas del Mar Negro han paralizado de facto el envío de materiales regionales a Turquía. Esta interrupción, agravada por los daños en una planta siderúrgica ucraniana y los elevados fletes de alrededor de 45 USD/tonelada desde Rusia a Turquía, ha orientado firmemente hacia Asia la demanda general de reposición de existencias de los compradores turcos.

[India] Indian billet export indications firmed to 460USD/tonne FOB India amid strengthening market sentiment. US/EU-origin shredded scrap was indicated at 420–422USD/tonne CFR Port Qasim, while UAE-origin HMS stood at 413–415USD/tonne CFR Port Qasim and HMS for India near 360USD/tonne CFR India. However, all scrap levels in India remained indicative, with no confirmed trading. The firmer tone extended to domestic billet, with prices rising across 16 of 19 assessed locations and ranging from 406–458USD/tonne (38,800–43,800INR/tonne). Mumbai recorded the strongest increase, rising 12USD/tonne (1,100INR/tonne) to 448USD/tonne (42,800INR/tonne), while billet stood at 444USD/tonne (42,400INR/tonne) in Mandi Gobindgarh, 414USD/tonne (39,600INR/tonne) in Raipur, 458USD/tonne (43,800INR/tonne) in Chennai and 422 USD/tonne (40,300INR/tonne) in Durgapur. Domestic HRC prices remained unchanged.