Données : Mouvements des marchés SHFE, DCE (15 juil.)

The most-traded HRC contract continued yesterday's rise during the day, closing at 3,327, up 1.12%. In the spot market, cold and hot rolled prices rose 10-20 yuan/mt, with moderate trading. During the off-season, sustained price rises could hardly stimulate a continuous increase in demand, and speculative and spot-futures demand also slowed down. From a fundamental perspective, there were few new maintenance activities for HRC, supply pressure persisted, and as the off-season gradually deepened, end-use demand was unlikely to be released significantly. Phased market movements only led to resource circulation, and inventory continued to slowly accumulate in July. Overall, the current sentiment improved somewhat, but considering that finished steel remains in the off-season, the rise driven by short-term news disturbances might be difficult to sustain, and the pace may still fluctuate. Pay attention to market news developments.

L'Inde a obtenu un accès en franchise de droits pour environ 350 millions de dollars d'exportations d'acier vers le Royaume-Uni, au-dessus de la moyenne historique d'environ 200 millions de dollars. Le quota révisé pourrait porter les exportations indiennes d'acier vers le Royaume-Uni à environ 1 milliard de dollars au cours de l'exercice 2026-2027, contre environ 900 millions de dollars auparavant. Les discussions sur le mécanisme d'ajustement carbone aux frontières prévu par le Royaume-Uni pour 2027 restent non résolues.