Base Metal Stock Articles

RESEARCH: H2 stainless steel outlook

September 29, 2021 / Staff reporter

Stainless steel prices continue to register new highs around the end of the first half of 2021 and steelmakers continue to enjoy outsized margins.They have responded in recent months by increasing their output, which has now pushed above pre-pandemic levels and will eventually restore balance to the market.For now, though, supply gaps are still being filled and buyers find themselves competing aga...Read More

FOCUS: Iron ore price rebound doubtful amid bearish demand outlook

September 29, 2021 / Staff reporter

Market participants are anticipating a very bearish demand outlook for the iron ore market and are doubtful of any form of price rebound until at least the first quarter of 2022.Weak demand for iron ore has been the primary driver of slumping seaborne cargo prices. This is largely due to ongoing steel-output curbs in several provinces in China, an impact that is likely to intensify with the latest...Read More

ENERGY TRANSITION: Ford unveils $11.4bln spend on US electric vehicle, battery sites

September 29, 2021 / Staff reporter

Automotive manufacturer Ford Motor Co plans to spend $11.4 billion on new production sites in the United States for electric vehicles (EVs) and their batteries as part of its push to bring zero-emission auto production to the country.One site will be in Stanton, Tennessee, where the company will build electric versions of its F-Series pickup truck as well as advanced batteries. To be known as Blue...Read More

COMMENT: Plunging iron ore prices, Evergrande and the global steel supply chain

September 29, 2021 / Staff reporter

The collapse of the iron ore market and market turbulence over Chinese property developer Evergrande Group are adding to the economic woes caused by the Delta variant of Covid-19 for much of this year.It is hard to find bright sparks in the months ahead for the ferrous supply chain, which has been buffeted repeatedly in a short span of few months, starting with Chinese Premier Li Keqiang's comment...Read More

CHINA HRC: Spot prices trail behind rising futures

September 29, 2021 / Staff reporter

Spot prices for hot-rolled coil in China gained some strength on Tuesday September 28, with futures rising for a second day amid a drop in production due to a power crunch in the country.DomesticEastern China (Shanghai): 5,720-5,750 yuan ($886-890) per tonne, narrowed upward by 20 yuan per tonneThe most-traded HRC contract on the Shanghai Futures Exchange rose for a second day, recovering some of...Read More

FOCUS: China power shortages to slash demand for imported semis, scrap

September 29, 2021 / Staff reporter

Further reductions in Chinese steel mill operations due to ongoing power shortages are likely to hamper demand for imported semi-finished steel and steel scrap in the country, sources told Fastmarkets this week.Draconian restrictions on power supplies in China have led to a raft of electric arc furnace (EAF) steelmakers and re-rollers in key provinces such as Jiangsu, Yunnan and Zhejiang to either...Read More

FOCUS: Brazilian metals sector faces risk of low energy supply amid drought

September 29, 2021 / Staff reporter

The Brazilian steel and aluminium sectors are preparing for a period of short electricity supply in the coming months due to a persistent drought in a country heavily reliant on hydroelectric power generation.A drought has reduced water reservoirs in Brazil, mainly in southeastern and midwestern states, leading to an electricity cost spike and fears of blackouts or even mandatory power rationing t...Read More

Mexican ferrous scrap prices continue to slide

September 29, 2021 / Staff reporter

Consumers of ferrous scrap in the main Mexican markets of Monterrey and Bajio have applied a series of price cuts, effectively avoiding higher offers and extending the industry downtrend.A large steelmaker near the northeastern Monterrey city was said to have lowered prices by around 1,000 pesos ($50) per tonne, depending on the grade, several market participants said.Other buyers in both regions...Read More

PRICING NOTICE: Proposal to liberalize deal inclusion for steel scrap month-to-date deal weighted average price, cfr Turkey

September 29, 2021 / Staff reporter

Fastmarkets proposes to liberalize the criteria for deals to be included in the calculations for the steel scrap month-to-date deal weighted average price, cfr Turkey.Currently, Fastmarkets' steel scrap, HMS 1&2 (80:20 mix), month-to-date deal-weighted average, North Europe origin, cfr Turkey only includes deals that are classified as confirmed, which means that at least the buyer or the sell...Read More

GLOBAL CHROME SNAPSHOT: Charge chrome prices cif China jump amid tight supply

September 29, 2021 / Staff reporter

An overview of the chrome ore and alloy markets in Asia, Europe and the United States on Tuesday September 28 and their latest price moves.China Imported charge chrome prices continued to rise strongly; consumers who needed spot material in the tight market accepted higher offers.Spot ferro-chrome prices surged in the past week amid strict electricity controls in major production hubs, which tight...Read More

RESEARCH: Brazil's iron ore export volumes recovering; mildly positive outlook for met coal

September 29, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts are ready to view.In the iron ore market, supply issues including heavy rains at the start of the year, followed by staffing problems during the Covid-19 pandemic, have affected exports from Brazil. This has helped Australia gain a larger market share, but since June, Brazilian export volumes have returned to levels last seen before the...Read More

DAILY STEEL SCRAP: Mills book more deep-sea cargoes

September 29, 2021 / Staff reporter

Turkish steel mills continued to book deep-sea scrap on the second working day of the week, market participants told Fastmarkets on Tuesday September 28.A steel mill in the Marmara region booked a European cargo at $426 per tonne cfr for HMS 1&2 (80:20). And a steel producer in the same region booked a Venezuelan cargo at $434 per tonne cfr also on HMS 1&2 (80:20) basis - although this deal...Read More

Zinc production in Yunnan to fully resume by mid-June

September 29, 2021 / Staff reporter

Zinc producers in China's southwestern province of Yunnan should be able to fully resume their operations by mid-June, sources said.Yunnan will remove its power restrictions by the end of June that have stunted local zinc output, the provincial energy bureau said.A few zinc smelters in Yunnan have already resumed production, however, sources that spoke to Fastmarkets said.Production capa...Read More

RESEARCH: Key takeaways from Coaltrans Asia; what to expect for scrap, metallics demand in China

September 29, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts are ready to view.Fastmarkets analysts were invited to present our outlook for the coking coal market at Coaltrans Asia, held online on November 23-25. One of the key topics at the event was the trade tensions between China and Australia, which overtook Mongolia to become the largest coking coal exporter to China this year...Read More

RUSSIA REBAR: Low distributor stocks support prices

September 29, 2021 / Staff reporter

Domestic steel rebar prices in Russia's Central Federal District around Moscow were largely unchanged in the week ended Monday September 27, amid high purchasing interest from distributors with low inventories and an expectation that prices have reached a bottom, sources told Fastmarkets. Fastmarkets' weekly price assessment for steel reinforcing bar (rebar), domestic, cpt Moscow, Russia was...Read More

ENERGY TRANSITION: Ford unveils $11.4bln spend on US electric vehicle, battery sites

September 29, 2021 / Staff reporter

Automotive manufacturer Ford Motor Co plans to spend $11.4 billion on new production sites in the United States for electric vehicles (EVs) and their batteries as part of its push to bring zero-emission auto production to the country.One site will be in Stanton, Tennessee, where the company will build electric versions of its F-Series pickup truck as well as advanced batteries. To be known as Blue...Read More

HOTTER ON METALS: Might the LME ring be about to lose a member?

September 29, 2021 / Staff reporter

Eight of the nine Category 1 members of the London Metal Exchange have indicated their support for continuing to trade official lunchtime prices in the open-outcry ring.Does this mean that one company does not support ring trading? And could one of the exchange's members be preparing to leave the trading floor?The exchange revealed on Monday August 9 that it had majority support for the ring, in a...Read More

RUSSIA REBAR: Low distributor stocks support prices

September 29, 2021 / Staff reporter

Domestic steel rebar prices in Russia's Central Federal District around Moscow were largely unchanged in the week ended Monday September 27, amid high purchasing interest from distributors with low inventories and an expectation that prices have reached a bottom, sources told Fastmarkets. Fastmarkets' weekly price assessment for steel reinforcing bar (rebar), domestic, cpt Moscow, Russia was...Read More

EU GREEN STEELMAKING: Ovako steel to introduce "climate surcharge" as its production goes carbon-neutral

September 29, 2021 / Staff reporter

Swedish special steel producer Ovako is to introduce a "climate surcharge" to support initiatives and new technology investments as its production goes carbon-neutral from January 2022, the producer announced on Tuesday September 28.The company says it has reduced carbon emissions significantly through efficient processes, the use of fossil-free electricity and dedicated investments such as conver...Read More

OUTLOOK: Ferro-chrome market to adapt as tight supply in China runs into Q2

September 29, 2021 / Staff reporter

Inner Mongolia, China's ferro-chrome production heartland, has imposed restrictions on its metallurgical sector in a move that has fueled the high-carbon ferro-chrome markets in China and Europe, and although this may ease off, the gains were unlikely to be lost while alloy ramp-ups continue, sources have told Fastmarkets.The decision to restrict energy consumption in Inner Mongolia since December...Read More

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