데이터: 상하이선물거래소(SHFE), 다롄상품거래소(DCE) 시장 동향 (10월 13일)

India's Finance Minister Nirmala Sitharaman has called for coordinated international action to address global steel overcapacity, warning that unilateral tariffs merely redirect surplus steel between markets without resolving underlying production imbalances. Speaking at the World Steel Association General Assembly in New Delhi on October 12, Sitharaman emphasised the need for greater transparency and multilateral disciplines on subsidies that sustain uneconomic steelmaking capacity. She noted that India's steel industry continues to expand on the back of strong domestic consumption, with crude steel production rising 10% to approximately 165 million tonnes in 2025, while finished steel consumption reached around 164 million tonnes in FY2025–26. The minister also highlighted the impact of increasing trade restrictions and the European Union's Carbon Border Adjustment Mechanism (CBAM) on global steel trade. The remarks underline India's support for addressing structural overcapacity through international cooperation, although no new import restrictions or tariff measures were announced.

Regulation 2026/2269 of the European Parliament and of the Council, published in the Official Journal of the European Union on October 9, took effect on October 10. Its first annex covers ferro-alloys under Combined Nomenclature heading 7202 and other metal oxides under heading 2825. Qualifying Armenian-origin ferromolybdenum and molybdenum oxides and hydroxides can therefore enter the European Union free of ad valorem import duty. The measure applies until October 11, 2028, subject to origin, documentation, suspension and safeguard provisions. The move from anticipated relief to effective zero-duty access strengthens the competitiveness of Armenian molybdenum products, while any increase in trade volumes remains to be confirmed.

[인도네시아] HRC 가격은 오늘 FOB 기준 톤당 515달러로 보합세를 보였다. 지난 금요일(2026년 10월 9일) 톤당 525달러에서 월요일(2026년 10월 12일) 515달러로 톤당 10달러 하락한 것이다. 베트남발 대규모 오퍼가 보고되면서 인도네시아 철강업체들에 경쟁 압력을 가하고 있다. 전반적인 수요가 여전히 약세를 보이는 가운데, 철강업체들은 가격을 유지할 만한 협상력이 부족한 상황이다. 향후 전망을 살펴보면, 슬래브 가격은 이틀 연속 하락했다. 월요일에 톤당 8달러 하락한 데 이어 오늘 추가로 톤당 2달러 하락하여 FOB 기준 톤당 480달러를 기록했다. 슬래브는 HRC의 원자재이므로, 수요가 개선되지 않을 경우 HRC 가격에 추가적인 하방 압력으로 작용할 수 있다.