[SMM Revue hebdomadaire de l'UE] Une nouvelle politique enflamme le secteur européen ; la traçabilité de la fusion et de la coulée ainsi que les arrêts de brames conduisent à une pleine réalisation

India’s domestic steel market remained mixed during the week (Aug 31-Sep 4), with prices showing both upward and downward movements across semi-finished and finished steel. Overall, buyer activity remained cautious and need-based with demand staying moderate. Mandi Gobindgarh billet up by 1.05USD/tonne (100INR/tonne) to 492.14USD/tonne (46,500INR/tonne) delivered Mandi. Raipur billet down by 9.52USD/tonne (900INR/tonne) to 444.52USD/tonne (42,000INR/tonne) EXW Raipur. Rebar prices moved up by 5.29USD/tonne (500INR/tonne) to 530.24USD/tonne (50,100INR/tonne) EXW Mumbai. Durgapur rebar down by 10.58USD/tonne (1,000INR/tonne) to 478.38USD/tonne (45,200INR/tonne) EXW Durgapur. Mandi Ingot rose by 1.05USD/tonne (100INR/tonne) to 492.17USD/tonne (46,500INR/tonne) EXW Mandi. PDRI sponge iron prices up by 6.35USD/tonne (600INR/tonne) to 315.41USD/tonne (29,800INR/tonne) EXW Bellary. PDRI sponge iron prices down by 5.29USD/tonne (500INR/tonne) to 309.06USD/tonne (29,200INR/tonne) EXW Raipur. Melting scrap prices increased by 6.35USD/tonne (600INR/tonne) to 388.43USD/tonne (36,700INR/tonne) ex-yard Alang. 8Ani (12mm) unchanged at 445USD/tonne (42,100INR/tonne) ex-yard Alang. HMS 1&2 (80:20) rose by 1.05USD/tonne (100INR/tonne) to 401.13USD/tonne (37,900INR/tonne) delivered Mandi.

The Malaysian steel market remained cautious this week, with downstream buyers mainly purchasing on an as-needed basis. For flat steel, offers for locally produced S275JR HRC rose by MYR 20/tonne week on week to around MYR 2,150/tonne ($528/tonne) EXW. No significant price adjustments were reported in the CRC market, with previous offers for SPCC CRC remaining at around MYR 2,750/tonne. For long steel, mainstream transaction prices for B500B rebar held at approximately MYR 2,120/tonne delivered, while some mills continued to offer at the higher level of around MYR 2,200/tonne. C12D wire rod was assessed at approximately MYR 2,250/tonne delivered. Overall demand remained weak, with trading activity progressing slowly. HRC prices continued to recover slightly, while the rebar and wire rod markets remained broadly stable.

[Exportation indienne] Les discussions sur les bobines laminées à chaud indiennes pour le CCG se situaient autour de 520–540 USD/tonne FOB Inde, les acteurs du marché considérant cette fourchette comme réaliste pour conclure des affaires. Les offres vers l'Europe restaient inchangées par rapport à hier, autour de 660 USD/tonne CFR Europe du Sud. Au Vietnam, le récent incident à Formosa Ha Tinh pourrait temporairement affecter la disponibilité nationale de bobines laminées à chaud, permettant potentiellement aux fournisseurs indiens d'intervenir et de combler toute lacune d'approvisionnement qui en résulterait. Le marché intérieur indien des bobines laminées à chaud était également inchangé, autour de 628–649 USD/tonne (60 000–62 000 INR/tonne) départ usine Mumbai.