Япония обновила антидемпинговые пошлины на оцинкованную сталь из Китая и Южной Кореи

[Sheets & Plates] Today, some export prices of hot-rolled coil and other sheets & plates rose $1/mt DoD, with transaction prices of hot-rolled coil at $482-485/mt. In the second half of the week, China’s futures market continued to rise, and domestic export FOB prices followed suit. However, traders reported that after the price increase, actual transactions were relatively limited, but on the steel mill side, there were cases of traders purchasing against earlier orders.

[India] Indian long steel prices registered a slight decline across major markets, with buying activity remaining cautious amid the monsoon season. Mandi Gobindgarh TMT held at 503.10 USD/tonne (47,900 INR/tonne), while primary producer offers remained at 525.15 USD/tonne (50,000 INR/tonne) ex-Durgapur. In the semis market, Mandi Gobindgarh billet was unchanged at 447.43 USD/tonne (42,600 INR/tonne), although billet prices in Durgapur and Raipur slipped by 4.20 USD/tonne (400 INR/tonne) and 1.05 USD/tonne (100 INR/tonne), respectively. Export sentiment remained subdued, with Indian HRC offers heard at 490 USD/tonne FOB to European buyers and 520 USD/tonne FOB to Middle Eastern buyers. But buyers were not interested in these levels amid the availability of lower-priced material from other regions. Domestic raw material prices softened in July, led by lower iron ore and manganese ore prices. NMDC reduced Baila lump (65.5%) prices by 4.4% month on month to 57.10 USD/tonne (5,450 INR/tonne) and Baila fines (64%) by 3.1% to 49.30 USD/tonne (4,700 INR/tonne), while MOIL's 37% Mn lump ore declined 5.0% to 194.20 USD/tonne (18,529 INR/tonne).

[Индия] Рынок утилизации судов в Аланге демонстрирует ограниченную торговую активность, цены снизились примерно на 2 долл. США/т (200 INR/т) к предыдущему дню. В настоящее время лом для переплавки стоит 346 долл. США/т (33 000 INR/т), а цены на лом HMS — 367 долл. США/т (35 000 INR/т). Спрос остаётся слабым, но ограниченное поступление судов пока не создаёт давления на предложение. Сохраняющаяся геополитическая неопределённость и связанное с муссонами замедление операций сдерживают общую рыночную активность и покупательский интерес. Ожидается, что в ближайшие 15 дней рынок сохранит стабильность.