Data: Pergerakan pasar SHFE, DCE (22 Sep)

[India Export] Indian HRC offers to Europe remained firm at around $640/tonne FOB India and $715–730/tonne CFR North Europe, although trading was slow and no fresh transactions were confirmed. Firm coking-coal prices continued to support mill offers. Chinese HRC was offered at $550–555/tonne CFR India; after adding the 12% import duty and other landing charges, its landed cost would be broadly comparable with the prevailing Indian domestic price of $668/tonne (INR 64,000/tonne) ex-yard Mumbai, limiting the price advantage of imported material. Domestic HRC prices remained supported by steady buying, firm raw-material costs and temporarily lower supply during maintenance shutdowns. A major Indian steelmaker’s HRC mill is currently undergoing maintenance. Such shutdowns typically last 7–10 days and are not expected to materially disrupt deliveries, but the temporary reduction in availability is sufficient to keep domestic prices firm.

Produsen pipa baja asal Arab Saudi, East Pipes Integrated Company for Industry, telah menandatangani kontrak senilai sekitar SAR 20 juta ($5,3 juta), termasuk PPN, dengan Saudi Arabian Oil Company (Aramco) untuk pembuatan dan pasokan pipa baja. Kontrak ditandatangani pada 15 September 2026, dengan durasi empat bulan, meskipun volume dan spesifikasi pipa tidak diungkapkan. Dampak finansial diperkirakan terjadi pada kuartal keempat tahun fiskal 2026-27 perusahaan.

Pabrik baja Jepang Nakayama Steel Works telah menghentikan operasi di pabrik penggilingan strip panas dan pelat di Pabrik Funamachi, Osaka, setelah kebakaran pada 12 September. Kebakaran terjadi sekitar pukul 02.50 dan berhasil dipadamkan sekitar pukul 03.20, tanpa korban luka, tetapi merusak beberapa kabel listrik yang digunakan untuk tungku pemanas dan peralatan lainnya. Penyebabnya masih dalam penyelidikan, dan belum ada jadwal untuk memulai kembali operasi, sementara lini pemrosesan hilir tetap beroperasi normal.