[SMM Aço Inoxidável Flash] Custos Crescentes do Molibdênio Ampliam Diferencial, Diferença entre 304 e 316L de Usina Indonésia Atinge US$ 1.850/t

On April 17, the stainless steel market saw significant shifts. Due to North American supply disruptions and surging defense demand, an Indonesian mill widened the 304/316L spread to $1,850/mt. Meanwhile, Vietnam’s anti-dumping duties (up to 27.8%) on Chinese HRC officially took effect today. Stainless steel futures hit a new high of 15,175 RMB/mt, with China’s spot prices rising by 150 RMB/mt. Supported by Indonesia’s new HPM policy and rising nickel/molybdenum costs, global price floors have moved upward. In Europe, mills have closed June orders early due to high utilization and scrap shortages, maintaining a strong seller-dominant market.

The Nikolai Nickel Project has been added to the U.S. FAST-41 program, which is designed to accelerate permitting and improve interagency coordination. At the same time, continued policy support for domestic critical minerals, including permitting reform, funding support, and supply chain localization, is strengthening the strategic position of U.S. nickel projects.

A AEMC celebrou acordos de cooperação com a RecycLiCo Battery Materials e a Lucid para apoiar testes hidrometalúrgicos e explorar uma cadeia de fornecimento doméstica de níquel mais integrada nos Estados Unidos. Se bem-sucedido, o potencial de refinação a jusante do projeto poderá aumentar ainda mais o seu valor estratégico.