[SMM Steel] Produksi baja mentah JSW Steel pada Februari menurun di tengah peningkatan tungku Vijayanagar

A planned strike by workers at BHP's Port Hedland iron ore export hub in Western Australia has been temporarily averted, though both sides remain "some way" from a final agreement. Earlier, unions representing approximately 450 port workers voted overwhelmingly in favor of industrial action, demanding pay parity and improved working conditions. Port Hedland is the world's largest iron ore loading terminal, shipping about 1.7 million metric tons of iron ore daily. A full shutdown could cost BHP an estimated $120 million to $126 million per day in lost revenue, alongside $7 million in lost state royalties. The market impact indicates that while an immediate disruption to global iron ore shipments has been prevented, the unresolved labor friction continues to pose a significant supply risk for Australian iron ore exports, which will likely keep seaborne spot prices sensitive to any future negotiation breakdowns.

Tabel berikut menunjukkan pergerakan logam besi dan non-besi di SHFE dan DCE pada 24 Juni 2026

[SMM Steel] Harga penawaran rebar Turki hari ini stabil di 576 USD/ton EXW. Karena situasi geopolitik di Timur Tengah yang sangat tidak menentu (meskipun AS memperpanjang pengabaian sanksi pengiriman minyak mentah Iran hingga 21 Agustus), pembeli maupun penjual umumnya mengambil sikap wait-and-see. Riset SMM menunjukkan penawaran rebar dari beberapa pabrik di kawasan Marmara sedikit lebih tinggi, sekitar 585-590 USD/ton EXW, tetapi biasanya disertai jangka waktu pembayaran yang lebih panjang. Pasar ekspor masih lesu, dengan penawaran ekspor rebar Turki turun 5 USD/ton hari ini ke level 580 USD/ton FOB. Saat ini, biaya pinjaman yang tinggi dan mata uang lira yang lemah terus menekan pasar. Dalam jangka pendek, seiring mendekatnya tenggat pelunasan utang akhir kuartal, perusahaan tetap fokus menghasilkan arus kas, sehingga pabrik kemungkinan akan memberikan potongan harga lebih lanjut dalam beberapa minggu ke depan.