[SMM Iron & Steel] Impor Bijih Besi Turki Kuartal I 2026 Melonjak 33,9% seiring Norwegia dan Rusia Secara Agresif Merebut Pangsa Pasar

The most-traded HRC contract fluctuated downward today, closing at 3,358, down 0.33% MoM. Spot sheets & plates fell 10-20 yuan/mt MoM, while some markets held steady. Supply side, hot rolling maintenance impact eased this week, weekly production rose 10,500 mt MoM, and supply pressure remains on a short-term uptrend. Demand side, the late-session decline weighed on market sentiment, with end-users buying at low prices and speculative demand weakening. Cost side, the spot market for coking coal and coke remained in a tight supply-demand balance. The sixth round of coke price increases was implemented, and futures prices are currently in the process of repairing losses. There are market talks of a seventh round of increases on the 12th, and cost support remains in place. In summary, based on HRC social inventory data, east China and south China markets saw MoM inventory buildup, while northeast, north China, and central China markets saw MoM destocking. No obvious supply-demand imbalance has emerged yet. However, as the off-season deepens, imbalances will continue to build. The market is expected to remain rangebound in the short term. Keep monitoring disturbances from the raw material side.

Pada 11 Juni, Shagang menerbitkan harga EXW untuk awal Juni, dengan harga baja tulangan dan kawat batang tetap stabil. Harga baja tulangan saat ini adalah 3.400, harga baja tulangan gulung adalah 3.530. Semua harga sudah termasuk pajak, berlaku mulai 11 Juni 2026. [SMM Steel]

【SMM Steel】Atlas Tube, perusahaan Zekelman, telah setuju untuk membentuk usaha patungan dengan Maruichi USA yang menggabungkan operasi tabung baja mereka di Amerika Utara di bawah manajemen Atlas Tube. Usaha patungan tersebut diharapkan akan selesai pada akhir Juni 2026. Zekelman memiliki 17 lokasi produksi di seluruh Amerika Utara dengan lebih dari 3.200 karyawan dan kapasitas tahunan 3,3 juta ton. Maruichi USA mengoperasikan enam fasilitas di AS dan Meksiko yang melayani sektor otomotif, konstruksi, dan infrastruktur. Maruichi Leavitt Pipe & Tube memiliki lebih dari 65 tahun sejarah produksi yang memproduksi spesifikasi ASTM A500, A513, A53, dan JIS G3445.