Données : évolution des marchés SHFE et DCE (13 octobre)

India's Finance Minister Nirmala Sitharaman has called for coordinated international action to address global steel overcapacity, warning that unilateral tariffs merely redirect surplus steel between markets without resolving underlying production imbalances. Speaking at the World Steel Association General Assembly in New Delhi on October 12, Sitharaman emphasised the need for greater transparency and multilateral disciplines on subsidies that sustain uneconomic steelmaking capacity. She noted that India's steel industry continues to expand on the back of strong domestic consumption, with crude steel production rising 10% to approximately 165 million tonnes in 2025, while finished steel consumption reached around 164 million tonnes in FY2025–26. The minister also highlighted the impact of increasing trade restrictions and the European Union's Carbon Border Adjustment Mechanism (CBAM) on global steel trade. The remarks underline India's support for addressing structural overcapacity through international cooperation, although no new import restrictions or tariff measures were announced.

Regulation 2026/2269 of the European Parliament and of the Council, published in the Official Journal of the European Union on October 9, took effect on October 10. Its first annex covers ferro-alloys under Combined Nomenclature heading 7202 and other metal oxides under heading 2825. Qualifying Armenian-origin ferromolybdenum and molybdenum oxides and hydroxides can therefore enter the European Union free of ad valorem import duty. The measure applies until October 11, 2028, subject to origin, documentation, suspension and safeguard provisions. The move from anticipated relief to effective zero-duty access strengthens the competitiveness of Armenian molybdenum products, while any increase in trade volumes remains to be confirmed.

[Indonésie] Les prix des bobines laminées à chaud (HRC) sont restés stables à 515 USD la tonne métrique FOB aujourd'hui, après avoir chuté de 10 USD la tonne métrique, passant de 525 USD vendredi (9 octobre 2026) à 515 USD lundi (12 octobre 2026). Des offres importantes en provenance du Vietnam sont signalées, ce qui accentue la pression concurrentielle sur les aciéries indonésiennes. La demande globale restant faible, les aciéries manquent de pouvoir de négociation pour maintenir les prix. Pour l'avenir, les prix des brames ont baissé pendant deux jours consécutifs, de 8 USD la tonne métrique lundi et de 2 USD supplémentaires aujourd'hui, pour atteindre 480 USD la tonne métrique FOB. Les brames étant la matière première des HRC, cela pourrait exercer une pression baissière supplémentaire sur les prix des HRC si la demande ne s'améliore pas.