[Le Japon actualise les droits antidumping sur l'acier galvanisé chinois et sud-coréen]

[Sheets & Plates] Today, some export prices of hot-rolled coil and other sheets & plates rose $1/mt DoD, with transaction prices of hot-rolled coil at $482-485/mt. In the second half of the week, China’s futures market continued to rise, and domestic export FOB prices followed suit. However, traders reported that after the price increase, actual transactions were relatively limited, but on the steel mill side, there were cases of traders purchasing against earlier orders.

[India] Indian long steel prices registered a slight decline across major markets, with buying activity remaining cautious amid the monsoon season. Mandi Gobindgarh TMT held at 503.10 USD/tonne (47,900 INR/tonne), while primary producer offers remained at 525.15 USD/tonne (50,000 INR/tonne) ex-Durgapur. In the semis market, Mandi Gobindgarh billet was unchanged at 447.43 USD/tonne (42,600 INR/tonne), although billet prices in Durgapur and Raipur slipped by 4.20 USD/tonne (400 INR/tonne) and 1.05 USD/tonne (100 INR/tonne), respectively. Export sentiment remained subdued, with Indian HRC offers heard at 490 USD/tonne FOB to European buyers and 520 USD/tonne FOB to Middle Eastern buyers. But buyers were not interested in these levels amid the availability of lower-priced material from other regions. Domestic raw material prices softened in July, led by lower iron ore and manganese ore prices. NMDC reduced Baila lump (65.5%) prices by 4.4% month on month to 57.10 USD/tonne (5,450 INR/tonne) and Baila fines (64%) by 3.1% to 49.30 USD/tonne (4,700 INR/tonne), while MOIL's 37% Mn lump ore declined 5.0% to 194.20 USD/tonne (18,529 INR/tonne).

[Inde] Le marché du recyclage naval d’Alang connaît une activité commerciale limitée, avec des prix en baisse d’environ 2 USD/tonne (200 INR/tonne) par rapport à la veille. Actuellement, les prix de la ferraille de fusion s’établissent à 346 USD/tonne (33 000 INR/tonne), tandis que ceux de la ferraille HMS sont à 367 USD/tonne (35 000 INR/tonne). La demande reste faible, mais les arrivées limitées de navires n’exercent pour l’instant aucune pression sur l’offre. En raison des incertitudes géopolitiques persistantes et du ralentissement des opérations lié à la mousson, l’activité globale du marché et l’intérêt des acheteurs ont été freinés, et le marché devrait rester stable au cours des 15 prochains jours.