[SMM Acero]

Thailand has extended anti-dumping (AD) duties on hot-dip galvanized cold-rolled flat steel from China, in coil and non-coil form, effective from September 7, 2026, for up to one year pending a review decision. Tax rates remain unchanged at 3.05%, 3.69%, 4.75%, 8.20%, and 37.54% based on CIF value, with a 0% exemption for materials used in automotive, electrical/electronics, and color-coated steel manufacturing.

[Indonesia] Currently, billet prices are in the range of 480 USD/metric ton FOB. This week has been a quiet period for the Indonesian steel market as the market has shown absolutely no movement, and buyers still consider the price too high; they believe the price should be lowered by about 10 USD/metric ton to be considered reasonable. However, steel mills have no intention of lowering prices at this time due to reports from China that the local steel association is working to reduce production, which is driving prices up. This sentiment may be leveraged in the future, but with absolutely no demand, steel mills may lower prices so their products can be sold.

[India Nacional] La actividad del mercado nacional de acero y chatarra se mantuvo lenta. Alang estuvo cerrado por Vishwakarma Puja, mientras que otros operaron parcialmente y los precios se mantuvieron en su mayoría estables, manteniendo el mercado ampliamente estable, aunque los precios de las barras de refuerzo registraron algunos aumentos en algunos mercados como Jalna y Mumbai. Muchos participantes del mercado permanecieron inactivos. Mandi HMS 1&2 (80:20) sin cambios en 410,83 USD/tonelada (39.400 INR/tonelada) entregado en Mandi. El hierro esponja PDRI se mantuvo sin cambios en 307,60 USD/tonelada (29.500 INR/tonelada) EXW Raipur y 326,37 USD/tonelada (31.300 INR/tonelada) EXW Bellary, respectivamente. En Bellary, se reportaron pocas operaciones de hierro esponja en torno a 321-323 USD/tonelada (30.800-31.000 INR/tonelada) el miércoles. Es posible que niveles similares continúen el jueves, aunque los vendedores siguen cotizando más alto, en torno a 326,37-328,46 USD/tonelada (31.300-31.500 INR/tonelada), según los participantes del mercado. La actividad del mercado sigue siendo limitada y los compradores muestran un interés cauteloso. Palanquilla de Raipur sin cambios en 464,02 USD/tonelada (44.500 INR/tonelada) EXW Raipur.