SMM 8월 10일 주간 유지보수 요약

The most-traded HRC contract started stable then rose, closing at 3,244, up 0.22% DoD. In terms of supply, the impact from maintenance on HRC this week was 216,000 mt, down 39,900 mt WoW; next week’s impact is expected to be 116,100 mt, down 99,800 mt WoW, though production remained relatively low. On the demand side, end-users mainly concluded deals at low prices, the spot-futures price spread narrowed slightly, and some positions were added in the futures and physical markets. Raw material side, yesterday two authorities released the 15th Five-Year Plan for the coal industry, and coupled with the strong reality of a shortage in spot coking coal, bulls in the most-traded contracts aggressively bid up prices, lifting the cost support from coking coal and coke somewhat. Looking ahead, as sheets & plates themselves are still in the off-season, this will cap their rebound. However, considering that cost support from below is solid in the short term, sheets & plates are expected to consolidate on a strong note.

[EU] 유럽 열연 코일 가격은 여름 휴가 기간 제한된 거래 활동에도 불구하고 소폭 상승했다. 북서유럽 열연강판은 공장도 가격 기준 톤당 약 719유로로 올랐고, 이탈리아 열연강판은 톤당 약 719.5유로로 평가됐다. 시장 참여자들은 국내 생산 감소, 물류 제약, 수입 공급 축소로 공급이 제한되면서 9월까지 가격이 추가 강세를 보일 것으로 전망한다. 무역 조치와 빠르게 소진되는 할당량 탓에 가격 경쟁력 있는 수입은 여전히 어려운 상황이다.