[SMM Aço]

Thailand has extended anti-dumping (AD) duties on hot-dip galvanized cold-rolled flat steel from China, in coil and non-coil form, effective from September 7, 2026, for up to one year pending a review decision. Tax rates remain unchanged at 3.05%, 3.69%, 4.75%, 8.20%, and 37.54% based on CIF value, with a 0% exemption for materials used in automotive, electrical/electronics, and color-coated steel manufacturing.

[Indonesia] Currently, billet prices are in the range of 480 USD/metric ton FOB. This week has been a quiet period for the Indonesian steel market as the market has shown absolutely no movement, and buyers still consider the price too high; they believe the price should be lowered by about 10 USD/metric ton to be considered reasonable. However, steel mills have no intention of lowering prices at this time due to reports from China that the local steel association is working to reduce production, which is driving prices up. This sentiment may be leveraged in the future, but with absolutely no demand, steel mills may lower prices so their products can be sold.

[Índia Doméstico] A atividade do mercado doméstico de aço e sucata permaneceu lenta. Alang ficou fechada devido ao Vishwakarma Puja, enquanto outras operaram parcialmente e os preços ficaram praticamente estáveis, mantendo o mercado amplamente estável, embora os preços do vergalhão tenham registrado alguns aumentos em alguns mercados como Jalna e Mumbai. Muitos participantes do mercado permaneceram inativos. Mandi HMS 1&2 (80:20) estável em 410,83 USD/tonelada (39.400 INR/tonelada) entregue em Mandi. Ferro-esponja PDRI inalterado em 307,60 USD/tonelada (29.500 INR/tonelada) EXW Raipur e 326,37 USD/tonelada (31.300 INR/tonelada) EXW Bellary, respectivamente. Em Bellary, poucos negócios de ferro-esponja foram relatados em torno de 321-323 USD/tonelada (30.800-31.000 INR/tonelada) na quarta-feira. Níveis semelhantes podem continuar na quinta-feira, embora os vendedores ainda estejam cotando mais alto, em torno de 326,37-328,46 USD/tonelada (31.300-31.500 INR/tonelada), segundo participantes do mercado. A atividade do mercado permanece limitada, com compradores demonstrando interesse cauteloso. Tarugo de Raipur estável em 464,02 USD/tonelada (44.500 INR/tonelada) EXW Raipur.