[SMM Ferro e Aço] Índia considera retirada retaliatória de concessões do TLC em resposta às políticas de salvaguarda siderúrgica do Reino Unido

[Turkey] Turkish domestic rebar prices extended their upward trajectory, with mills continuing to push up asking prices amid moderately active market conditions. Domestic rebar prices increased by 10 USD/tonne to 605–610 USD/tonne ex-works (excluding VAT). Regionally, major mills in the Marmara area quoted 620–625 USD/tonne ex-works, while primary producers in Izmir and Iskenderun offered at 600 USD/tonne ex-works. Although terminal demand remained only moderately active without heavy inventory stockpiling by downstream buyers, steady procurement flows were supported by a reviving construction sector and tight supply for certain rebar specifications. Concurrently, the domestic wire coil market saw brisk trading, with several mills in Marmara and Izmir securing notable sales at 620–630 USD/tonne ex-works. In contrast, the export market for long steel remained relatively sluggish. Wire coil export offers from Izmir were raised by 15 USD/tonne from the previous week to 620 USD/tonne, though buyers maintained strong resistance; similarly, rebar export offers were recorded at 610 USD/tonne fob, but overall demand was extremely weak as buyers stepped back to wait and see following sharp price surges over the past two weeks.

Em 4 de setembro, os dados mais recentes da SMM mostram que o estoque total de minério de ferro nos 35 principais portos da China era de 143,91 milhões de toneladas, uma queda de 1,7 milhão de toneladas em relação ao mês anterior, com tendência geral de queda. O volume médio diário de retirada nos portos subiu ligeiramente em 55 mil toneladas, para 3,145 milhões de toneladas.

Os contratos futuros de minério de ferro operaram em alta na quarta-feira. O contrato mais negociado I2701 na DCE fechou a 726,5 yuans/t, alta de 1,32% em relação à sessão anterior. Os preços spot no porto de Qingdao subiram em média 12–14 yuans/t, com os traders demonstrando entusiasmo apenas moderado nas ofertas e as usinas comprando conforme a necessidade. A atividade geral de negociação no mercado spot foi fraca.