타타모터스 PV, 스텔란티스 글로벌 차량 개발 협력 확대

[Europe] European hot-rolled coil (HRC) steel prices continued their upward trend today. With buyers facing highly constrained procurement choices and elevated raw material input costs providing baseline support, domestic mills maintained strong bargaining leverage and successfully pushed offer levels higher. The majority of European producers have either filled or are close to completing their fourth-quarter order books, enabling them to selectively accept business at higher price points. Producers are holding back official first-quarter allocations while awaiting an upcoming key industry event next week to better gauge market reaction. On the pricing front, the Northwest European HRC ex-works price edged up to 743 EUR/mt EXW (~831 USD/mt), while the Italian domestic price matched the gains, rising to 739 EUR/mt EXW (~826 USD/mt). Broadly speaking, underlying fundamentals remain largely unchanged with weak downstream end-user demand, leaving supply contraction and cost pressures as the primary drivers of current price momentum. On imports, market participants are actively tracking the precise duty calculations and quota drawdowns for October import arrivals, particularly regarding Turkish and Indian shipments.

[Turkey] As the domestic market is widely seen as having completed its final wave of concentrated restocking for the year, coupled with lingering pessimism in overseas markets, dual weakness in domestic and export demand has forced prices into a downward trend. In terms of pricing, Turkish rebar FOB export prices fell by 5 USD/tonne to 610 USD/tonne FOB, while domestic ex-works prices held temporarily flat at 610 USD/tonne EXW (excluding VAT). On the procurement side, EU buyers have yet to return to book November shipments, while buyers in other regions remain largely in wait-and-see mode given the slowdown in Turkish domestic demand, holding out for deeper export price cuts. Regionally, a Marmara mill reduced its rebar ex-works price by 10 USD/tonne to 630 USD/tonne EXW; an Izmir mill conceded to 613 USD/tonne EXW; and reference prices in Iskenderun hit lower levels at 605 USD/tonne EXW. With buyers retaining residual stock from September purchases and regional construction activity slowing down, mills are broadening discounts to accelerate destocking, yet overall market demand remains fundamentally constrained.

[베트남] 베트남 수입 열연코일 시장은 10월 13일 업데이트에서 약세를 보였으며, ASEAN 열연코일 평가 가격은 톤당 1달러 하락한 CFR 베트남 기준 톤당 540달러를 기록했다. 인도네시아 생산업체는 SAE1006 열연코일 오퍼 가격을 CFR 기준 톤당 542달러로 유지했으며, 트레이더들은 10월 9일 톤당 538~540달러에서 하락한 톤당 535~540달러 수준을 거래 가능 가격으로 제시했다. 일부 트레이더들은 CFR 기준 톤당 532달러에 매수 의사를 보였다. 인도네시아 생산업체는 공업용수 공급 제약으로 인해 오퍼 가격 인하에 여전히 소극적인 반면, 매수 관심은 신중한 상태를 유지했다.