[SMM Kilas Baja Tahan Karat] Tang Eng Taiwan Melaporkan Penurunan Penjualan Baja Tahan Karat untuk 2025

The US International Trade Commission has instituted antidumping and countervailing duty investigations into welded stainless line and pressure pipe from India, Turkiye and the United Arab Emirates, following petitions filed on July 15, 2026 by Bristol Pipe and Tube, Felker Brothers and Primus Pipe and Tube. The cases cover AD and CVD for India and Turkiye and AD only for the UAE, with scope defined as circular welded austenitic stainless line and pressure pipe of any diameter under HTS 7305.31.60, 7306.11.00 and 7306.40.50. Products already covered by the 2016 orders on welded stainless pressure pipe from India are excluded. The ITC must reach a preliminary injury determination by August 31, with Commerce preliminary rulings expected around October for CVD and December for AD.

CSE-listed Bahia Metals said a technical review of its 100%-owned Mangueiros Main nickel-copper-cobalt-PGM sulphide project in Bahia State, Brazil, supports an exploration target of 75-200 million tonnes at 0.20-0.25% sulphide nickel, per an SRK NI 43-101 report. The company stresses this is conceptual: no mineral resource has been defined and there is no certainty it will be. Mineralisation runs about 2 km along strike, up to 500 m wide and 300 m deep, starting at surface, supported by 86 holes for 12,786 m. Preliminary 2023 metallurgy showed sulphide nickel recoveries of 79.7-91.5%. Bahia, which listed in January 2026 raising C$5.75 million, is working toward a maiden resource estimate and possibly a PEA.

Alliance Nickel, pengembang proyek nikel-kobalt laterit NiWest yang terdaftar di ASX dan dimiliki 100% di Australia Barat, menutup penawaran hak yang tidak dapat dialihkan pada kuartal Juni 2026, mengumpulkan sekitar A$2,4 juta pada harga A$0,035 per saham, dengan tingkat partisipasi sekitar 63%. Kas per 30 Juni adalah A$2,3 juta dan fasilitas pinjaman tanpa jaminannya telah ditarik penuh sebesar A$5,20 juta, meskipun pemberi pinjaman memperpanjang fasilitas tersebut hingga 30 Juni 2027. Hal ini bertolak belakang dengan estimasi belanja modal studi kelayakan definitif (DFS) November 2024 sekitar A$310 juta, menggarisbawahi seberapa jauh proyek ini dari kesiapan pendanaan. Belanja jangka pendek diarahkan pada uji coba optimasi pelindian tong dan perizinan air tanah, bukan pada konstruksi. NiWest didukung oleh sumber daya JORC sebesar 93,4 Mt pada kadar 1,04% Ni.