【SMM Baja】Produksi baja mentah JSW Steel turun 1% pada April

[SMM Steel] India’s state-owned steelmaker SAIL reported net profit of INR16.8 billion ($174.9 million) in Q4 FY2025/26, up 43% YoY, while revenue rose 5.1% to INR308.13 billion ($3.21 billion). However, operational performance remained largely stable, with steel sales slightly easing to 5.32 million tonnes from 5.33 million tonnes a year earlier, while crude steel production edged down to 5.08 million tonnes from 5.09 million tonnes.

[SMM Steel] Vietnam’s VinMetal, a subsidiary of Vingroup, signed a strategic cooperation agreement with Primetals Technologies to develop a large-scale integrated steel complex in Ha Tinh province. The project, located in the Vung Ang Economic Zone, targets first-phase operations in 2027 and will produce both long and flat steel products using advanced low-emission and digitalized technologies. Primetals will support the entire production chain from ironmaking and steelmaking to rolling operations, while also assisting in technical integration, workforce training, maintenance, and digital transformation. VinMetal said the project aims to become one of Southeast Asia’s most modern steel complexes and meet international ESG standards.

[SMM Steel] Pengiriman logam besi kontainer Ukraina melalui kereta api mencapai 10.400 TEU pada Q1 2026, turun hanya 3% YoY, sementara ekspor menyumbang 77% dari total volume. Pangsa perlintasan perbatasan barat melonjak menjadi 96% dari 66% setahun sebelumnya, karena serangan drone terhadap pelabuhan Danube sangat mengganggu rute ekspor selatan. Ekspor baja kontainer melalui pelabuhan Danube turun 93% YoY menjadi hanya 116 TEU pada Q1. Mostyska II di perbatasan Polandia menjadi pusat logistik utama, menangani 45% dari total lalu lintas kontainer logam besi. Logam besi menyumbang 15% dari total pengiriman kontainer Kereta Api Ukraina pada Q1, kedua setelah kargo pertanian.