7월 6일 SMM 주간 유지보수 요약

Tata Steel plans to raise capital expenditure to approximately 200 billion INR (2.4 billion USD) for the 2026-27 fiscal year, up 38% from the 145.6 billion INR spent in the previous year. Around 60% will support Indian operations, focusing on downstream facilities, infrastructure, coke ovens, and sustainability projects. The company currently has consolidated steelmaking capacity exceeding 36 million tonnes per year, with 27.35 million tonnes based in India. Long-term plans target expansion beyond 50 million tonnes, primarily driven by adding 12 million tonnes in India to reach a domestic capacity of 40 million tonnes. Key domestic projects include a 4.8 million-tonne expansion at Neelachal Ispat Nigam Limited and a development partnership in the Gadchiroli iron ore hub. Tata Steel also plans to restore full production at its Direct Sheet Plant in IJmuiden and invest in a new EAF at Port Talbot.

Rebar producers in southern Taiwan have stopped issuing official price quotes this week, shifting to flexible individual negotiations to attract buyers. Distributors have lowered retail rates in response to the sluggish market. The trading pause threatens to extend market stagnation to a ninth consecutive week without significant deals. Mills face severe order shortages and rising inventory backlogs from delayed shipments, leaving producers open to any offer without a fixed baseline. Despite this, distributor interest remains minimal. After two months of inventory reduction, most smaller traders are depleted, leaving only large-scale distributors still operational.

US raw steel output reached 1.856 million net tons (approx 1.684 million tonnes) for the week ending July 4, 2026, at an 80.4% capability utilization rate. This represented a 4.3% increase from 1.780 million net tons (78.9%) in the same period last year, and a 0.8% increase from the previous week's 1.842 million net tons (79.8%). Year-to-date production through July 4 totaled 48.112 million net tons (approx 43.65 million tonnes) at 78.8% utilization, up 6.0% from 45.400 million net tons (76.8%) in the same period last year.