【속보 | 센티넬라 파업, 운송까지 확대…노조, 일반 트럭 63% 감소 보고】

[Europe] European hot-rolled coil (HRC) steel prices remained generally stable. With downstream demand persistently sluggish, mills lacked leverage to push offer levels higher, leaving ex-works prices in both Northwest Europe and Italy largely unchanged. Viable market transaction levels were anchored within 740–750 EUR/tonne DDP (~829–840 USD/tonne), while trader quotes broadly hovered around 740–750 EUR/tonne EXW (~829–840 USD/tonne). Downstream margins have been virtually erased alongside elevated distributor inventories, leaving end-user consumption as a persistent source of downward price pressure. On imports, trade defense and tariff rate quota (TRQ) risks continue to mount. As delayed import arrivals surged into customs simultaneously, India's dedicated country-specific quota was rapidly exhausted last week, exposing substantial volumes of landed material to steep safeguard duties. Consequently, several European buyers have opted to withdraw customs clearance applications to defer entry until the January quota reset, while initial cost evaluations for orders targeting the April 2027 quota reset have already commenced. A softer euro against the US dollar in recent weeks has further elevated import landing costs, which, alongside escalating trade protectionism, has significantly narrowed the arbitrage window for foreign steel relative to domestic European material.

[Turkey] Over the past two weeks, elevated freight rates, seasonal weakness in construction demand, and conflict-induced logistical hurdles have constrained global billet trade, confining market activity to localized hubs. With Russian spot allocations effectively cut off, Turkish domestic mills seized bargaining leverage, raising prices and releasing volume to bridge the market shortfall. In pricing, Turkish billet import prices held steady at 520 USD/tonne CFR, while domestic ex-works prices held flat at 570 USD/tonne EXW. On supply and trade dynamics, Turkish buyers remain virtually unable to procure Russian spot cargoes or enforce delivery on long-dated contracts signed in July. Paralyzed Black Sea shipping lanes and worsening congestion at Baltic ports—driven by prioritized grain shipments—have forced major Russian suppliers to defer delivery schedules out to January. Against this backdrop, a major integrated mill in Turkey's Karabuk region opened order books, successfully allocating at least 100,000 tonnes of billet at 565–570 USD/tonne EXW to temporarily plug the supply void left by Russian origins. Overall, however, amid sluggish long steel export demand and ongoing downward corrections in local scrap and rebar prices, buyer acceptance of higher-priced material remains broadly restricted.

칠레 국립지질광업국은 10월 13일 엘 테니엔테의 노스 크레이터 폐석 적치장과 눈사태 또는 지반 이동 위험에 노출된 기타 구역에 대해 일시적 작업 중단을 명령했으며, 이 명령이 사업부 전체를 중단시키는 것은 아니라고 밝혔다. 아메리고 리소시스는 자사의 미네라 바예 센트럴 광미 처리 작업은 영향을 받지 않았다고 별도로 밝혔다. 엘 테니엔테는 2026년 상반기에 몰리브덴 함유량 기준 1,483.1톤을 생산하여 전년 동기 대비 34.9% 감소했다. 지하 채굴, 선광 시설 또는 몰리브덴 회수 공정의 중단은 확인되지 않았으며, SMM은 전망치를 수정하지 않고 있다.