[Vietnam] Formosa Ha Tinh Perluas Tenaga Kerja di Tengah Tekanan Pasar Ekspor yang Berkelanjutan

[Malaysia] Recent Malaysian rebar transactions show T12 at around MYR 2,330/tonne, while T16 and T20 were both traded at approximately MYR 2,230/tonne. Compared with around MYR 2,200/tonne last week, transaction levels for T16 and T20 have increased by about MYR 20–30/tonne, indicating a modest upward shift in the market, while T12 continues to command a clear premium over larger sizes.

[Vietnam] Construction steel prices held at around 531 USD/tonne EXW, while HRC prices remained at approximately 515–522 USD/tonne CFR Ho Chi Minh City. Although HRC offers from Indonesia have increased, persistent weakness in downstream demand continues to offset higher raw-material costs, keeping buyers cautious and limiting price upside. Meanwhile, Taiwan launched an anti-dumping investigation on cold-rolled stainless steel imports from Vietnam on August 14, covering 20 Vietnamese enterprises including Vnsteel, Posco VST, YGS Vina and Nam Thuan Phat, with the applicants alleging a dumping margin of up to 31.36%. The latest investigation, together with Turkey’s anti-dumping measures, adds to growing trade-remedy pressure on Vietnamese steel exporters and could further constrain overseas sales, shifting greater attention toward the domestic market. Domestic steel demand is expected to benefit from accelerating urbanisation, infrastructure development and project-linked sales, providing support for construction steel consumption.

[Turki] Didukung oleh output produksi yang rendah dan margin keuntungan yang tipis, produsen baja menaikkan harga penawaran rebar domestik. Sementara itu, gudang dan pedagang dengan persediaan rendah saat ini hanya membeli sesuai kebutuhan dan belum memulai pengisian stok dalam skala besar. Secara regional, pasokan di wilayah Marmara paling ketat; terdampak oleh jadwal ekspor Agustus dan rendahnya utilisasi kapasitas, beberapa spesifikasi rebar masih kekurangan pasokan, sehingga mendorong harga naik dari 585–600 USD/ton minggu lalu menjadi 590–605 USD/ton EXW. Pabrik-pabrik utama di Izmir menaikkan penawaran mereka menjadi 580 USD/ton EXW, sementara harga dari beberapa pabrik di Iskenderun berkisar 575–580 USD/ton EXW. Di sisi ekspor, biaya angkutan laut yang tinggi terus menekan harga FOB, sehingga aktivitas perdagangan lesu. Penawaran ekspor saat ini bertahan di 580–585 USD/ton FOB, sedangkan tawaran pembeli sebagian besar masih di bawah 575 USD/ton FOB.