Base Metal Stocks Articles

Steelmakers' improvement continues but industry still under pressure

February 06, 2019 / Staff reporter

After suffering for some seven years through to 2015, the world's steelmakers have had cause for cheer over the past couple of years. After some heavy losses and write-downs, they finally appear to have emerged from the wreckage of the global financial crisis. An economic upswing has taken root in most regions of the world, Chinese steel output and export growth has slowed noticeably, and steel pr...Read More

Ilva and the Italian flat steel market - poised for a change?

February 06, 2019 / Staff reporter

For a number of years problems at Ilva, the largest steelworks in Europe, have been casting shadow over the performance of the whole Italian steel industry. Will an acquisition of Ilva by a consortium led by ArcelorMittal, now in its final stage, be a game changer for the market?Following multiple reports of environmental and health problems caused by the Taranto plant, in 2013 Ilva was placed und...Read More

Modest changes in Chinese rebar demand spark acute price rises so can the reverse be true?

February 06, 2019 / Staff reporter

China ended steel production in all of the country's illegal induction furnaces by the end of June last year, it ha claimed.Most operators in China are primarily small private mills that use low-quality scrap to produce substandard rebar. This is mixed with grade III (HRB400) rebar and sold at a discount to construction contractors.For a long period, the government had neither a record of nor cont...Read More

No stopping strong global EV sales growth

February 06, 2019 / Staff reporter

China's month-on-month new electric vehicles (NEV) sales rebounded in August after month-on-month declines in June and July. The drop in sales between May and June was the first drop since September 2016, but Fastmarkets MB had expected Chinese NEV sales to dip temporarily after the June subsidy changes came into effect because consumers and NEV manufacturers would have to adjust to the new subsid...Read More

Higher-grade iron ore prices pioneered the downtrend in the Chinese steelmaking raw material market in November

February 06, 2019 / Staff reporter

Iron ore prices fell sharply in the second half of November after climbing through October, with prices for higher-grade material pioneering the decline.Fastmarkets MB daily benchmark for 65% Fe fines dropped by 22% by Monday November 26 after peaking on October 29. The 62% Fe iron ore index declined by 16% over the period, as some Chinese steelmakers started to seek larger volumes of cheaper ores...Read More

BIR LONDON: US scrap market still depends on Turkey after Section 232

February 06, 2019 / Staff reporter

The steel scrap sector in the United States still depends on exports to Turkey, a member of the Fastmarkets research team said during the ferrous session at the Bureau of International Recycling (BIR) conference in London.This dependence persists despite the changes in the international markets created by the US' imposition of its Section 232 tariffs on imports of steel products, metals analyst Le...Read More

Is there room for China to import MPI once again?

February 06, 2019 / Staff reporter

Seaborne pig iron has become relatively competitive versus ferrous scrap over the past year in most regions, and China is no exception. As the first chart below illustrates, the gap between the MBR's proxy for imported pig iron price in China and the Metal Bulletin's Chinese domestic heavy melt scrap price assessment had shrunk by late 2017. The premium averaged $17 per tonne this year to date, co...Read More

Is China's lean toward scrap sustainable?

February 06, 2019 / Staff reporter

The closure of some induction furnaces in China in 2016 followed by the government's crackdown on all unlicensed IFs in mid-2017 freed up some scrap volumes, albeit arguably of low-quality material. Chinese domestic scrap prices came under pressure from the increased supply, which prevented them from keeping pace with the rise in steel and other raw material markets in the fourth quarter of 2016;...Read More

GULF FLAT STEEL IMPORTS: Prices rise but demand remains slow

February 06, 2019 / Staff reporter

Flat steel import prices in the United Arab Emirates and Saudi Arabia have risen over the past week but demand has remained soft, sources told Fastmarkets on Tuesday February 5.Demand was subdued because stock levels in the UAE were already high and buyers wanted to see which direction prices would move after the Lunar New Year holiday in China, they added.UAEChina-origin HRC was on offer to the U...Read More

Bismuth price rises again on Jinwang raw material shortage but Fanya auction fear remains

February 06, 2019 / Staff reporter

The European bismuth price continued its uptrend in the latest pricing session, boosted by shipment delays that are affecting the delivery of material from China's Hunan Jinwang Bismuth, one of the biggest suppliers in the world. Fastmarkets assessed the European bismuth price at $3.70-4.20 per lb on Friday February 1, slightly higher than in the midweek assessment when the metal stood a...Read More

IN CASE YOU MISSED IT: 5 key stories from February 5

February 06, 2019 / Staff reporter

Here are five Fastmarkets MB stories you might have missed on Tuesday February 5 that are worth another look.Honda Motor Co Ltd aims to electrify around two-thirds of the vehicles it produces by 2030, Honda managing officer Noriya Kaihara said at the 25th Mining Indaba in Cape Town, South Africa.Japan's Panasonic is considering investing in the upstream part of the battery raw materials indus...Read More

MINING INDABA: Honda to electrify two-thirds of vehicles by 2030, exec says

February 06, 2019 / Staff reporter

Honda Motor Co Ltd aims to electrify around two-thirds of the vehicles it produces by 2030, an executive at the Japanese automaker said.The goal is part of the company's electrification strategy, with around half of production to be comprised of hybrid electric vehicles (EVs), Honda managing officer Noriya Kaihara said.Zero-emissions vehicles, either through battery electric vehicles or fuel...Read More

MINING INDABA: Panasonic eyes upstream investment in battery raw materials

February 06, 2019 / Staff reporter

Japan's Panasonic is considering investing in the upstream part of the battery raw materials industry in order to have better oversight of quality, pricing and supply chain responsibility, a company executive said.The move has been led by the company's growing consumption of raw materials for batteries due to rapid growth in demand for electric vehicles (EVs), Kazunori Tanaka, general manager of t...Read More

Strong demand for aluminium products boosts Novelis' fiscal third-quarter sales

February 06, 2019 / Staff reporter

Downstream producer Novelis said in its fiscal-year 2019 third-quarter earnings report on Tuesday February 5 that strong demand for aluminium products helped boost sales.Novelis reported sales of $3 billion in the third quarter, up 3% year on year from $2.9 billion. Shipments of flat-rolled products increased 1% to 800,000 tonnes.The automotive and beverage packaging industries helped drive the in...Read More

MINING INDABA: Eskom woes the biggest risk to South African economy, South32 COO says

February 06, 2019 / Staff reporter

The continuing financial and operational issues at South African power utility Eskom pose the single biggest risk to the country's economy, according to the chief operating officer of mining company South32.Eskom, which supplies South Africa's mining sector with electricity that is largely generated by burning coal, needs a business model which will retain key industrial customers that are already...Read More

PRICING NOTICE: Correction to nickel sulfate China ex-works price publication

February 06, 2019 / Staff reporter

Fastmarkets has corrected its nickel sulfate min 21%, max: 22.5%; cobalt 10ppm max, China ex-works, yuan/tonne price, which was published incorrectly on February 1.The Fastmarkets MB nickel sulfate min 21%, max: 22.5%; cobalt 10ppm max, China ex-works, yuan/tonne price was published on February 1 instead of its scheduled publication date on February 5. This has now been corrected and the price has...Read More

PEOPLE MOVES: Metals fund Commodities World Capital hires ex-UBS trader Connors as CEO

February 06, 2019 / Staff reporter

Base metals trading fund Commodities World Capital has brought in Kevin Connors as its new chief executive officer, it said on Tuesday February 5. He will take on the role to allow founder and co-chief...Read More

EU LONG STEEL OUTLOOK: Producers start raising offers as new EC safeguard quotas begin

February 06, 2019 / Staff reporter

European long steel buyers are facing higher offers from suppliers which hope that prices will increase in the coming weeks, now that the European Commission (EC) has launched its new steel import quotas.The EC imposed import quotas last year as part of its provisional measures in a trade safeguard case involving steel product imports. That regime was launched in July 2018, but it has now been rep...Read More

CIS LONG STEEL EXPORTS: Prices surge after customers accept higher prices, billet increases

February 06, 2019 / Staff reporter

CIS export wire rod and rebar prices increased in the week ended Monday January 4, following the uptrend in the billet segment and after customers in some destinations began accepting higher prices, which rendered additional support to CIS suppliers.In particular, Belarus-origin wire rod offers - with load readiness in April - were heard at $465-470 per tonne fob Black Sea at the end of last week,...Read More

GULF STEEL BILLET, REBAR: Import prices rise, domestic rebar stable

February 06, 2019 / Staff reporter

The import prices for steel billet and rebar in the United Arab Emirates increased this week on higher offers, but domestic prices were unchanged week on week, sources told Fastmarkets on Tuesday February 5.Domestic rebarLocal rebar producers in the UAE announced reduced their prices on January 21 for material to be shipped in February.The country's largest producer, Emirates Steel, was offering r...Read More

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