[프라이메탈스, 티센크루프 스틸의 뒤스부르크 슬래브 주조기 현대화 완료]

SMC Trading Investment JSC (SMC) plans to issue shares to swap up to VND272 billion of debt and bonds, aiming to reduce cash repayment pressure, lower interest and financing costs, and strengthen its equity base. The move comes as SMC’s H1 2026 steel consumption fell 43% year on year to nearly 144,000 tonnes and net revenue dropped 37.3% to VND2.38 trillion, although the company returned to a net profit of nearly VND42 billion from a loss of VND81 billion a year earlier. The debt restructuring, together with asset disposals and debt recovery, is expected to improve SMC’s financial position and allow the company to refocus on its core steel trading and distribution business.

Domestic iron ore concentrates prices in China showed mixed performance this week. By region, prices edged down by 1-5 yuan/mt in Tangshan, Qian'an, and Qianxi in Hebei; were basically stable in Chaoyang, Beipiao, and Jianping in western Liaoning; and rose by 5-10 yuan/mt in east China. Looking ahead to next week, the cost-performance of domestically produced iron ore is expected to remain at a disadvantage, and the price spread between domestic and imported ore is expected to continue narrowing under steel mill regulation. On the supply side, the willingness to hold prices firm eased somewhat.

리비아가 미스라타에 있는 주요 국영 철강사의 생산 중단을 명령했다. 전력 부족 사태가 심화됨에 따른 조치다. 해당 철강사는 생산 라인을 중단하고 자체 발전소를 국가 전력망에 연결해 전력 수요가 높은 시기에 부담을 덜 예정이다. 철강 생산 재개 시기는 발표되지 않았다. 이 회사의 연간 액상강 설계 생산 능력은 약 170만 톤이며, 장척 및 평판 제품, 반제품, 열간 성형 철(HBI)을 생산한다.