Base Metal Stock Articles

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

September 24, 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

FOCUS: Impact of China's 'Two-High' policy to extend into 2022 for iron ore market

September 24, 2021 / Staff reporter

The impact of China's new "Two High" energy and emissions policy is likely to continue in the iron ore market into the first quarter of 2022, sources told Fastmarkets this week.Sentiment for the coming six months has turned increasingly bearish since the guidelines, coupled with winter production restrictions, were announced in September. New guidance on 'Two-High' projectsThe "Two-High" poli...Read More

LIVE FUTURES 23/09: Al and nickel edge up, copper down 0.1%; Evergrande deadline moves closer

September 24, 2021 / Staff reporter

Base metals prices on the London Metal Exchange were largely up on Thursday September 23; the market continued to cautiously anticipate the outcome for Chinese real estate giant Evergrande while the debt deadline edges closer. "Equity markets have made a steady start so far on Thursday," James Moore, analyst at Fastmarkets said, "even after the United States Federal Reserve signaled that it will s...Read More

IRON ORE DAILY: Prices fall amid soft demand from Chinese steel mills

September 24, 2021 / Staff reporter

Seaborne iron ore prices edged down on Thursday September 23, with concerns over demand growing due to China's steel production curbs, sources said.Fastmarkets iron ore indices62% Fe fines, cfr Qingdao: $108.67 per tonne, down $0.03 per tonne62% Fe low-alumina fines, cfr Qingdao: $109.38 per tonne, down $1.27 per tonne58% Fe fines high-grade premium, cfr Qingdao: $79.54 per tonne, up $3.29 per ton...Read More

COKING COAL DAILY: Seaborne cfr prices retreat amid production cut concerns

September 24, 2021 / Staff reporter

Coking coal prices in the cfr market retreated slightly on Thursday September 23; steel production cuts and winter production curbs led market participants to doubt the sustainability of strong seaborne cfr prices.Fastmarkets indicesPremium hard coking coal, cfr Jingtang: $600.82 per tonne, down $1.51 per tonneHard coking coal, cfr Jingtang: $550 per tonne, down $5.05 per tonnePremium hard coking...Read More

EU steelmakers will exhaust emissions budget 15 years early without new tech, report says

September 24, 2021 / Staff reporter

European steel companies must scale up their decarbonization technologies within the coming decade or risk exhausting their allocated emissions allowances early, according to a report released on Tuesday September 14.The report, "Steeling for Net Zero," by climate researcher Industry Tracker, found that selected European steel companies have less than 26% of their carbon budget remaining and must...Read More

RESEARCH: US HRC prices to remain well above long-term averages in 2022

September 24, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key North American steel forecast highlights:US prices for hot-rolled coil moved in line with our forecasts in August, averaging $1,910 per ton, within 1% accuracy of our forecast of $1,925 per ton. The market has achieved much-needed stability in recent weeks, with prices fluctuating in the range of $1,900-1,94...Read More

RESEARCH: Ferro-alloy prices forecast to maintain momentum through Q3 2021

September 24, 2021 / Staff reporter

The latest forecasts from Fastmarkets' team of analysts are ready to view.This month's key ferro-alloy forecast highlights:Bulk and noble alloys both moved largely in line with our price forecasts globally over the past month, though several markets surprised to the upside, exceeding our forecast gains. Stronger-than-forecast pricing momentum was primarily triggered by supply shortages in numerous...Read More

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

September 24, 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

Turkey's ??emtas starts production at its new stabilizer line

September 24, 2021 / Staff reporter

Turkish alloy steelmaker ??emtas has started production at its new stabilizer line for supplying steel to commercial vehicle producer Man, ??emtas said on Tuesday September 21.Located in Bursa, ??emtas has a crude-steel production...Read More

EUROPE HRC: Poor market expectations limit trading activity

September 24, 2021 / Staff reporter

Domestic prices for hot-rolled coil in Europe were stable to slightly lower on Thursday, while trading activity remained subdued because of bearish buyer expectations amid falling automotive demand, sources told Fastmarkets on Thursday September 23. Buyers across Europe continued to maintain a wait-and-see stance and held back from trading, sources said. The recent slowdown in the automotive...Read More

US copper scrap spreads tighten; new Malaysian regulations cause unease

September 24, 2021 / Staff reporter

Discounts for some copper scrap grades in the United States fell due to continuing strong demand and a well-balanced market. "Demand is pretty good, and is getting better," a copper scrap seller said. "Supply will get tighter by end of the year.""It is a very good market - supply might get tighter," a brass ingot maker said.But scrap flows may change due to the Malaysian government setti...Read More

ENERGY TRANSITION: EC official advises US to consider carbon-pricing measures

September 24, 2021 / Staff reporter

Market-based measures to help efforts to decarbonize would probably work well in the United States, according to the vice president of the European Commission.Frans Timmermans said that he had discussed the concept of the US introducing a carbon-pricing mechanism of some kind with members of the Senate Climate Solutions Caucus in Washington DC on Thursday September 23."I said to the Senators, some...Read More

Community blockade halts zinc, lead, silver mining at Buenaventura mine in Peru

September 24, 2021 / Staff reporter

Peruvian miner Buenaventura's Uchucchacua zinc, lead and silver mine in the center of the country has been put under blockade by members of the local community, halting all mining and logistics activity at the site.Access to the mine has been blocked by members of the Oy??n province community since September 13, with only essential operations still being carried out, Buenaventura said on Wednesday...Read More

Chinese zinc, lead smelters told to cut power usage after energy shortage stretches to autumn

September 24, 2021 / Staff reporter

Major zinc and lead smelters across China received orders from provincial governments on Wednesday September 22 to lower their power consumption, sources told Fastmarkets. One major zinc smelter source in Guangxi was informed by the government to cut their electricity by 20%.'We are not told when power consumption could resume [to] normal at all. Some peers were even instructed to halve electricit...Read More

LIVE FUTURES 23/09: Tin, copper advance the most on LME; 25kt of copper cancelled

September 24, 2021 / Staff reporter

Base metal prices were slightly higher on the morning of Thursday September 23, but stayed close to their closing prices from Wednesday, with worries about Evergrande easing."Investors grew more confident a disorderly default [had been] avoided after a real estate unit of the group managed to negotiate a debt resolution yesterday [Wednesday]," LME Desk analyst at Marex, Anna Stablum, said on...Read More

MORNING VIEW: Base metals mixed, markets reacting to developments at China's Evergrande, US Fed outlook

September 24, 2021 / Staff reporter

Base metals prices were mixed on both the LME and SHFE on Thursday September 23, with the broader markets welcoming the news that Chinese property giant Evergrande has avoided imploding, for now, and not spooked by the US Federal Reserve's more hawkish outlook.Chairman Jerome Powell says the United States Federal Reserve could "easily move ahead" with its decision about when to taperEvergrande sha...Read More

US HRC exceeds $97/cwt for 8th time in 9 days

September 24, 2021 / Staff reporter

Hot-rolled coil prices in the United States were above $97 per hundredweight for the eighth time in the past nine business days, with market participants speculating that tight market conditions will continue during the fourth quarter when mills shutdown for maintenance.Fastmarkets' daily steel hot-rolled coil index, fob mill US was calculated at $97.48 per cwt ($1,949.60 per ton) on Thursday Sept...Read More

German crude steel production up 3.4% in August - WV Stahl

September 24, 2021 / Staff reporter

Crude steel output in Germany increased by 3.40% year on year in August, the German steel federation, WV Stahl, said on Thursday September 23.German crude steel production totaled more than 2.93 million tonnes in August 2021, up from 2.83 million tonnes in August last year."The upward trend in crude steel production in Germany continued in August, but the pace [of growth has slowed]," WV Stah...Read More

PRICING NOTICE: Proposal to amend publishing time of weekly India HMS assessment

September 24, 2021 / Staff reporter

Fastmarkets proposes to amend the publishing time of the weekly India HMS assessment on Friday, from 4:30pm London time to 4:00pm London time, to align better with the publishing time of the India and Pakistan ferrous scrap indices.The shredded indices for India and Pakistan are both published at 4pm London time on a Friday, and the India HMS assessment will be brought in line with this, to offer...Read More

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