Base Metal Stock Articles

RESEARCH: Bullish factors could underpin US HRC prices into Q3 2021

July 30, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key North American steel forecast highlights:?EUR?  US sheet prices hit record highs again in May, with upward momentum persisting into June. Actual US hot-rolled coil prices averaged $1,553 per ton in May, largely in line with our forecast of $1,540 per ton. Prices remain supported by strong underlying sup...Read More

RESEARCH: HDG, tinplate contract prices set for big hike

July 30, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts is ready to view.As we approach the end of the first half of 2021, steel markets in Europe and the United States continue to heat up. This six-month period is largely unprecedented, with both steel prices and steelmakers' margins hitting a number of new record highs throughout.The rally is likely nearing its end, however, with global steel ou...Read More

TURKEY STEEL BILLET: Falling scrap costs push down prices

July 30, 2021 / Staff reporter

The prices of billet in Turkey have weakened in the week to July 29 due to falling scrap import values, sources told Fastmarkets.The Turkish deep-sea scrap import prices fell in the week because steel mills resisted for lower prices amid limited steel trade. Fastmarkets' daily index for steel scrap, HMS 1&2 (80:20 mix), US origin, cfr Turkey was calculated at $475.96 per tonne on July 28, down by...Read More

RESEARCH: EU set to impose import duties on Indian, Indonesian stainless steel

July 30, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts is ready to view.Stainless steel prices and margins for stainless steel producers have risen notably over the past few months in both Europe and the United States, but there are now signs that the rally is petering out.A clear reason for the halt to rising prices comes from the near 20% drop in nickel prices seen in late February/early March,...Read More

Henan's impaired railway restricts aluminium delivery

July 30, 2021 / Staff reporter

Aluminium delivery from northern China through central China remains restricted due to flooding in Hennan, with a section of the Longhai Line railway under repair, sources told Fastmarkets."Aluminium ingot in Northern China cannot be delivered to the south because they cannot pass through the Longhai line. So local areas can only consume current stocks... [aluminium] stocks in [the] Wuxi warehouse...Read More

EUROPE HRC: Domestic prices stabilize despite competitive import offers

July 30, 2021 / Staff reporter

Domestic hot-rolled coil prices in Europe held fairly firm on Thursday July 29 despite a higher number of competitive import offers, market sources told Fastmarkets.Demand in Northern Europe has been weak due to the seasonal summer-holiday slowdown across the EU.The number of offers from European mills has been limited anyway. Suppliers in Germany were reported to be holding back from making new o...Read More

New Peru president will not nationalize economy, pledges new ways of mining

July 30, 2021 / Staff reporter

Former schoolteacher and union leader Pedro Castillo said it was not his intention to nationalize Peru's economy and pointed that the country needed a "new way of doing mining in its territory" in his inaugural speech as president on July 28. Castillo was elected Peru's new president after a contested second round of elections held in June. His left-wing party, Peru Libre, won 50.13% of valid vote...Read More

AT A GLANCE: Anglo American H1 copper production up by 5% but nickel output down by 5%

July 30, 2021 / Staff reporter

A summary of the first-half production results from Anglo American.In brief Anglo American attributed an overall increase in copper production by 5% to the continued strong performance at Collahuasi and planned improved water availability at Los Bronces in Chile. Copper production at Los Bronces increased by 9% to 163,200 tonnes due to higher water availability owing to water management...Read More

AT A GLANCE: Lundin lowers copper, zinc guidance as lower ore grades hit H1 output

July 30, 2021 / Staff reporter

Lundin Mining's copper production was down during the first half of the year because planned lower grades at its Chapada mine reduced its output.The company's profit in the first half was up by 160% at $835.2 million, boosted by higher gold, copper and zinc prices.In brief: At 120,811 tonnes, copper production was down...Read More

RESEARCH: Stainless prices continue rise despite falling nickel costs

July 30, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts is ready to view.With nickel prices down by almost 20% over the space of around ten days during late February and early March, one might have been expecting us to be reporting sharply-lower prices of stainless steel, at least for the most common nickel-containing grades of stainless steel.This is not the case, at least in Europe and the Unite...Read More

COKING COAL DAILY: Prices strong amid continuous supply tightness

July 30, 2021 / Staff reporter

Seaborne coking coal prices inched up in both the cfr and fob markets on Thursday July 29 amid supply tightness and firm buying interest, sources said.Fastmarkets indicesPremium hard coking coal, fob DBCT: $216.04 per tonne, up $0.49 per tonnePremium hard coking coal, cfr Jingtang: $317.22 per tonne, up $1.46 per tonneHard coking coal, fob DBCT: $183.25 per tonne, up $0.84 per tonneHard coking coa...Read More

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

July 30, 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

LIVE FUTURES 29/07: Aluminium at two-month high, all LME prices strengthen before month-end

July 30, 2021 / Staff reporter

The London Metal Exchange's base metals prices were robust at the close of trading on Thursday July 29, supported in part by a US Dollar Index that reached its lowest since June 29 and fundamental factors affecting the metals themselves.The dollar index bottomed at 91.87 on Thursday, having reached a year-to-date high of 93.19 on June 21, following the US Federal Reserve bank's renewed dovish stat...Read More

FOCUS: China's copper scrap import has almost doubled, so why does secondary output lag?

July 30, 2021 / Staff reporter

Chinese importers have been buying double the copper scrap from overseas under the category of 'recyclable copper material', yet its growth in secondary copper production is relatively modest. The country's import volume of copper scrap (HS code: 7404) almost doubled in the first half of 2021 to 821,376 tonnes. It is up 90.8% year on year from a base number affected by outbreak of Covid-19 in 2020...Read More

AT A GLANCE: Terrafame H1 net sales up 7.2%; battery chemical plant deliveries begin

July 30, 2021 / Staff reporter

A summary of nickel and zinc producer Terrafame's financial results for the first half of the year to June 2021.Net sales in the first half of 2021 were ?,?185 million ($219 million), an increase of 7.2% year on year.The company said its battery chemical plant had ramped up production in June and deliveries of product to consumers began in July."Our new...Read More

PEOPLE MOVES: Tom Bird becomes chief trading officer at Chinese recycler Chiho

July 30, 2021 / Staff reporter

Recycling firm Chiho Environmental Group (CEG) has appointed experienced scrap industry figure Tom Bird as chief trading officer, the company announced on July 27. The appointment was effective from July 1.Chiho is China's largest scrap metal recycling company, running 700 yards globally with extensive operations in the recycling of ferrous and non-ferrous metals scrap. CEG also owns both German f...Read More

Vale expects higher iron ore output in H2 '21; premium to remain strong

July 30, 2021 / Staff reporter

Brazil-based miner Vale expects to increase iron ore output in the second half of the year, because of advances in its capacity resumption plan, and expects the premium for high grade iron ore to remain strong.Vale has reiterated its guidance to produce between 315-335 million tonnes of iron ore in 2021.Production is expected to reach at least 89 million tonnes in the third quarter and at least 85...Read More

RESEARCH: Ore and alloy prices forecast to maintain momentum through Q1

July 30, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key ferro-alloy forecast highlights:?EUR?In a strong start to the year, January saw ore and alloy pricing gains across all markets priced by Fastmarkets - with the exception of Chinese silicon metal export prices, which retreated slightly last month after posting impressive gains in December 2020.The combination...Read More

RESEARCH: Drop in global auto output causes steel scrap price spreads to widen

July 30, 2021 / Staff reporter

The latest forecasts and analysis of the ferrous scrap and iron metallics market from the Fastmarkets research team are ready to be viewed.Stifled automotive output this year, driven by a supply shortage of semiconductor chips used in vehicles, has tightened prime scrap availability and widened the spreads between this grade of steelmaking raw material and obsolete scrap.While wide prime-over-obso...Read More

RESEARCH: H2 stainless steel outlook

July 30, 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

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