6.00 SMM Laporan Harian Baja Global

A Turkish-owned vessel carrying steel billets from India to the United Arab Emirates partially sank near Bandar Abbas in the Strait of Hormuz following a reported structural failure. The ship was transporting a total cargo of around 43,000 tonnes, including billets, copper and industrial components, with market estimates suggesting that a significant portion of the billet cargo may be lost or unrecoverable. The vessel reportedly settled in shallow water, but salvage operations are expected to be extremely difficult due to the regional security situation. Insurance claims may also face delays because damage assessments in the conflict-affected area could be challenging. Market participants said the UAE may need to seek alternative short-lead-time billet supplies to cover the disrupted cargo.

[Indonesia] Penawaran baja kawat SAE1008 Indonesia bertahan di USD 485/ton FOB, di bawah penawaran China yang sebanding sekitar USD 509/ton FOB. Pelemahan musiman di Asia Tenggara terus membatasi pengisian stok, membuat transaksi tetap lesu meskipun Indonesia memiliki keunggulan harga.

[Laut Hitam] Pasar billet baja Laut Hitam secara keseluruhan menunjukkan aktivitas perdagangan yang sepi, dengan penawaran stabil di 480 USD/ton FOB. Tertekan oleh gangguan masa liburan dan permintaan yang lesu, laju pengadaan di pasar Turki tetap lambat minggu ini, dengan penawaran billet Laut Hitam ke Turki saat ini dipertahankan pada 495–500 USD/ton CFR. Khususnya, untuk memaksimalkan pangsa kuota bebas bea masuk ke UE, beberapa pabrik Rusia telah secara proaktif meluncurkan rencana produksi lebih awal.