[SMM Ulasan Harian Pelat & Lembaran] Fluktuasi Harga Jangka Pendek Pelat & Lembaran Terbatas

[SMM Steel] India crude steel output reached 168.4 million mt in FY2025-26, up 10.7% YoY. Finished steel exports increased 35.9% YoY to 6.6 million mt, while imports declined 31.7% YoY. Domestic steel consumption rose 8% YoY to 164 million mt, supported by infrastructure demand. Total domestic steel production capacity was estimated at about 220 million mt.

[SMM Steel] Steel Authority of India Limited (SAIL) plans to introduce hydrogen injection at its Bokaro blast furnace to reduce carbon emissions and advance green steel production. The project aims to partially replace coke and coal with hydrogen, which emits water vapor instead of CO₂. The initiative involves support from RDCIS and Primetals Technologies, and is expected to lower emissions, enhance low-carbon steel competitiveness, and support export demand.

[SMM Steel] India sedang menyusun Kebijakan Baja Nasional 2025, yang bertujuan mengurangi emisi sektor baja sekitar 25% dan meningkatkan kapasitas baja mentah menjadi 400 juta ton pada 2035-36. Rencana tersebut menargetkan penurunan emisi menjadi 2 ton CO₂ per ton baja jadi, sekaligus mengurangi ketergantungan pada batu bara dan mendukung pertumbuhan produksi jangka panjang.