[SMM Acier] Les prix de l'acier domestique en Inde gagnent en dynamisme

[SMM Steel] Market feedback indicates that for Q235B, the EXW price of HRC with specifications of 3.5*1250*C is $507/mt, with the shipping port being Bayuquan.

[India Export] Indian HRC sellers were heard seeking around 660USD/tonne CFR Europe and 530USD/tonne CFR Vietnam. Market participants said India’s EU quota was effectively full after accounting for material already en route and cargoes held at customs warehouses in the EU. They therefore expect Indian HRC cargoes shipped in late October or November to be positioned for January customs clearance and believe these later shipments could secure stronger prices. The Southeast Asian market is meanwhile awaiting price revisions from major Vietnamese mills, which will provide the next direction for regional HRC offers. In the domestic market, HRC prices increased by around 26USD/tonne (2,500INR/tonne) to approximately 630USD/tonne (60,000INR/tonne) EXW Mumbai. IMD’s normal calendar places the beginning of southwest monsoon withdrawal from northwest India around September 17. Market participants expect steel demand to strengthen as the monsoon recedes and the festive season begins, supporting a pickup in construction and infrastructure activity.

[Indonésie] La bille est augmentée de 2 USD/tonne, désormais à 477 USD/tonne FOB. Cela s'explique par le fait que le prix est déjà considéré comme élevé sur le marché, donc l'acheteur va réfléchir à deux fois. Cependant, certaines informations indiquent actuellement que de nombreux acheteurs prennent des positions longues car le prix mondial du charbon à coke semble augmenter, donc l'acheteur essaie d'acheter beaucoup aujourd'hui, craignant que le prix ne monte. C'est pourquoi la demande augmente et les aciéries sont heureuses d'augmenter le prix. Si la demande augmente réellement dans les prochains jours et continue d'augmenter de manière constante, le prix augmentera encore une fois.