Dados: movimento do mercado SHFE, DCE (19 de agosto)

[India] As market sentiment strengthened, indicative export prices for Indian steel billet rose to $460/mt FOB India. Indicative prices for US/EU-origin shredded scrap were $420–422/mt CFR Qasim, UAE-origin HMS was $413–415/mt CFR Qasim, and Indian HMS was around $360/mt CFR India. However, scrap prices in the Indian market remain at indicative levels only, with no confirmed deals yet. The strengthening trend also extended to India’s domestic billet market, with prices rising in 16 of the 19 assessed regions, and the overall price range was $406–458/mt (INR 38,800–43,800/mt). Mumbai saw the largest increase, up $12/mt (INR 1,100/mt) to $448/mt (INR 42,800/mt); billet prices in Mandi Gobindgarh, Raipur, Chennai, and Durgapur were $444/mt (INR 42,400/mt), $414/mt (INR 39,600/mt), $458/mt (INR 43,800/mt), and $422/mt (INR 40,300/mt), respectively. India’s domestic HRC prices remained unchanged.

[Turquia] Ao longo da última semana, com o transporte marítimo no Mar Negro quase parado e uma siderúrgica ucraniana sofrendo danos causados por um ataque, várias siderúrgicas turcas voltaram a recorrer ao mercado asiático para aquisição de tarugos. A cotação de importação de tarugos da Turquia estabilizou-se em 495–500 USD/tonelada CFR. Em termos de transações concretas, uma usina em Izmir comprou 50 mil toneladas de tarugos importados de uma trading a 495–500 USD/tonelada CFR; anteriormente, uma produtora de perfis de aço da mesma região já havia encomendado aproximadamente 50 mil toneladas de tarugos chineses. Cabe destacar que os ataques frequentes às rotas marítimas do Mar Negro praticamente paralisaram o escoamento de materiais regionais para a Turquia. Essa interrupção, agravada pelos danos a uma siderúrgica ucraniana e pelos elevados fretes de cerca de 45 USD/tonelada da Rússia para a Turquia, direcionou de forma decisiva a demanda geral de recomposição de estoques dos compradores turcos para a Ásia.

[India] Indian billet export indications firmed to 460USD/tonne FOB India amid strengthening market sentiment. US/EU-origin shredded scrap was indicated at 420–422USD/tonne CFR Port Qasim, while UAE-origin HMS stood at 413–415USD/tonne CFR Port Qasim and HMS for India near 360USD/tonne CFR India. However, all scrap levels in India remained indicative, with no confirmed trading. The firmer tone extended to domestic billet, with prices rising across 16 of 19 assessed locations and ranging from 406–458USD/tonne (38,800–43,800INR/tonne). Mumbai recorded the strongest increase, rising 12USD/tonne (1,100INR/tonne) to 448USD/tonne (42,800INR/tonne), while billet stood at 444USD/tonne (42,400INR/tonne) in Mandi Gobindgarh, 414USD/tonne (39,600INR/tonne) in Raipur, 458USD/tonne (43,800INR/tonne) in Chennai and 422 USD/tonne (40,300INR/tonne) in Durgapur. Domestic HRC prices remained unchanged.