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Monday Market Monitor - CIS (WEEK 17) - Longs strengthening

It is reported that a rise in scrap prices and severe production cuts have kept billet prices supported in the Black Sea. Situation is bettering as for longs market and stagnating/stable for flats.

For longs demand at Middle East improved seriously and now it looks like there is no enough supply at Black sea export market. Some mills have sold their production for rebars and WR till end of May others were not ready for increased demand and stopped mills for maintenance or freed stocks of semis before May holidays at the region. As a result billets are totally sold out for May, for finished longs there are still possibilities to place the orders, but there is no certainty for the situation after celebrations (starting next Friday).

Traders said that the rise was vulnerable to a correction as the credit to finance construction projects remained tight in the target markets in Middle East.

Traders reported that the FOB, Black Sea prices have been hovering around USD 360 to USD 385 pmt, almost unchanged from early April, when buoyant Egyptian steel demand also underpinned the market. The sustainability of this buoyancy depends on continued production cut and increased credit to fuel demand keeping the market balanced

Item

Grade

Size

Change

Billets

3-5 sp/ps

125-150 mm

20

Rebars

A300C-A500C

12-32 mm

10

Wire rod

mesh

5.5-6.5 mm

10

HRC

ST1-ST3 kp/sp/ps

2-8 mm

0

HRC

ST1-ST3 kp/sp/ps (Russian)

2-8 mm

0

Plates

A36

8-30 mm

-10

CRC

08 kp (Ukrainian origin)

0.5-1.5 mm

0

CRC

Russian origin

0.5-1.5 mm

0

Change is on April 24th 2009 as compared to April 17th 2009
Change is in USD per tonne
Delivery FOB Black sea

The gap between Black Sea port prices and Chinese Main port prices maintained corrective course and the former prices improved whereas as later prices remained largely stable:

Item

27-Mar

03-Apr

10-Apr

17-Apr

24-Apr

Billet

-128

-100

-100

-90

-70

Rebar

-140

-100

-80

-80

-70

Wire rod

-140

-100

-80

-80

-70

HRC

-120

-90

-60

-80

-70

Plates

75

40

40

40

30

CRC

-150

-90

-90

-90

-80

In USD per tonne
Delivery on FOB basis

Apr 28, 2009 13:00
Number of visit : 699

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