Dados: Movimento do mercado SHFE, DCE (15 jul.)

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.

A Índia garantiu acesso isento de impostos para cerca de US$ 350 milhões em exportações de aço para o Reino Unido, superando a média histórica de aproximadamente US$ 200 milhões. A cota revisada poderia elevar as exportações de aço indiano para o Reino Unido a cerca de US$ 1 bilhão no ano fiscal 2026-27, de aproximadamente US$ 900 milhões anteriormente. As discussões sobre o mecanismo de carbono na fronteira planejado pelo Reino Unido para 2027 permanecem em aberto.