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US cold-rolled coil, galvanized base prices get boost from mill increases

November 02, 2019 / www.metalbulletin.com

US cold-rolled and galvanized base prices have risen due to a round of price increases that has been partially accepted by the domestic market.Fastmarkets' weekly price assessment for steel cold-rolled coil, fob mill US was assessed at $35 per hundredweight ($700 per ton) on Thursday October 31, up 2.9% from $34 per cwt the week prior - its lowest since April 2016 - but down 4.1% from $3...Read More

Domestic rebar up in Brazil on persistent increase

November 02, 2019 / www.metalbulletin.com

Brazilian rebar prices climbed further in October as a previously attempted increase from producers is slowly being implemented, according to market participants.Fastmarkets assessed the price for steel reinforcing bar (rebar) domestic monthly, delivered Brazil, at 2,220-2,320 Reais ($555-580) per tonne on Friday November 1, up in comparison with 2,165-2,300 Reais per tonne a month before.Although...Read More

Will the Vale Malaysia fire cause more iron ore supply disruption?

February 15, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.On Friday 15th February 2019, Vale announced there was a fire affecting a conveyor belt system at its distribution centre in Malaysia. Vale anticipate this will result in a 10 to 15 day halt in operations and note that a planned 10 da...Read More

The Majors and US tight oil

October 30, 2018 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.What does tight oil have in common with Facebook, Apple, Amazon, Netflix and Alphabet's Google stocks (known as FAANG stocks)? Answer: tight oil is arguably the upstream equivalent of these tech sector leaders. It's the hot investment...Read More

Brazilian slab export prices stable on high costs, low supply

November 02, 2019 / www.metalbulletin.com

Brazilian slab export prices were stable in the week ended Friday November 1, as producers had limited ability to reduce their offers due to iron ore costs.Fastmarkets' weekly assessment of steel slab exports, fob Brazil, was unchanged at $355-360 per tonne on Friday.Offers from Brazil were within the range of $350-360 per tonne fob, level with the previous week, and latest deals have been closed...Read More

Indian domestic billet prices up $7 per tonne

November 02, 2019 / www.metalbulletin.com

Indian domestic secondary billet prices gained 500 rupees ($7) per tonne in the week to Friday November 1 due to long steel producers increasing their semi-finished steel buying.Fastmarkets' price assessment for steel billet domestic, ex-works India, rose by 500 rupees per tonne to 26,500-26,700 rupees per tonne on November 1, compared with last week's 26,000-26,200 rupees per tonne...Read More

TURKEY FLAT STEEL: Import prices slip on still-weak demand

November 02, 2019 / www.metalbulletin.com

Demand for flat steel was soft in Turkey in the week ended Friday November 1, with import prices for both hot-rolled coil and cold-rolled coil going down, although domestic and export prices remained unchanged.Flat steel buyers wanted to see if producers will insist on high prices when demand is weak and whether any increases will stick, given the poor demand from final-product users. They were ex...Read More

India's renewables to contribute 13% of power generation mix in five years, double the amount today

October 15, 2018 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.India's renewables target of 175 GW capacity (100 GW of solar and 75 GW of wind) by 2022 is an ambitious endeavour. Even with significant cost declines, Wood Mackenzie expects about 76% of the target to be met by 2022 and this would s...Read More

TURKEY COATED FLAT STEEL: Prices stable, demand remains weak

November 02, 2019 / www.metalbulletin.com

Turkish prices for hot-dipped galvanized coil (HDG), and color-coated coil or pre-painted galvanized iron (PPGI), were stable in the week ended Friday November 1 with demand remaining weak, sources told Fastmarkets.A recent increase in raw material prices had given rise to the possibility of higher coated flat steel prices, but buyers said they believed this would not be accepted by the market due...Read More

Comstock takes Haynesville lead with US$2.2bn Covey Park deal

June 11, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Comstock Resources today tightened its grip on the Haynesville basin with a US$2.2 billion cash-and-stock deal to buy privately-held Covey Park.Robert Clarke, director, US Lower 48, at global natural resources consultancy Wood Mackenz...Read More

Saudi attack, geopolitics and oil markets

September 20, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Perhaps a false sense of security had crept in. Plentiful oil supply, carefully stewarded in 2019 by OPEC+ to get the market closer to balance, and moderate prices. Rising geopolitical tension,even around Iran, seemed a nebulous...Read More

CHINA HRC: Prices flat but pessimism emerges on lower PMI

November 02, 2019 / www.metalbulletin.com

Domestic hot-rolled coil prices in China remained flat for a fifth day on Friday November 1, but sentiment in the market has deteriorated following the release of the country's latest manufacturing purchasing managers' index (PMI). DomesticEastern China (Shanghai): 3,500-3,520 yuan ($497-500) per tonne, unchangedNorthern China (Tangshan): 3,500 yuan per tonne, unchangedChina's manufacturing PMI fo...Read More

Mining industry needs investment or metal shortages are inevitable

July 03, 2019 / www.woodmac.com

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.The time is right for the mining industry to invest in new projects. The fundamentals are clear: we forecast supply gaps across a number of key commodities by 2028.Investors are understandably concerned that the mining industry will r...Read More

Petra Diamonds establishes second artisanal mining initiative

October 31, 2019 / www.miningweekly.com

London-listed Petra Diamonds on Thursday launched its Artisanal Small-scale Mining (ASM) initiative in the Free State.The launch follows a process of consultation and cooperating with relevant stakeholders, including the Department of Mineral Resources and Energy, the Letsemeng local municipality, and the community of Koffiefontein itself.AdvertisementDuring the project, the aim was to create a fr...Read More

Shaft No.2 in final commissioning phase

November 01, 2019 / www.mining-journal.com

Poster South Africa mine regeneration on trackSPONSOREDorion mineralsIn July, the company warned of a cost blowout of as much as US$1.9 billion on the $5.Read More

BHP to fund Samarco pellet plant restart with $44 million

November 02, 2019 / www.metalbulletin.com

BHP will provide $44 million of the necessary funding to resume operations at Brazilian iron ore pellet producer Samarco, the Australia-based mining company said on Friday November 1.Samarco is a joint venture between BHP and Vale and has been closed since late 2015, when a tailings dam failed and flooded the nearby Rio Doce river in southeastern Brazil.On October 25, the pellet producer received...Read More

EUROPE ALLOY STEEL SCRAP: Prices narrow downward on continued weak demand

November 02, 2019 / www.metalbulletin.com

Austenitic alloy steel scrap prices in the UK domestic market narrowed downward this week amid continued weak demand, sources told Fastmarkets on Friday November 1.Fastmarkets' weekly price assessment for stainless steel scrap 18/8 solids, domestic, delivered merchants UK, was ?750-780 ($970-1,009) per tonne on November 1, down by ?20 per tonne on the high end.Similarly, Fastmarkets' price...Read More

Vale to restart Alegria mine, keeps 2019 sales guidance unchanged

November 02, 2019 / www.metalbulletin.com

Brazilian mining company Vale will resume operations at its Alegria mine through dry stacking to produce 1 million tonnes of iron ore in 2019, the company said, as it maintained its full-year sales volumes guidance of 307-332 million tonnes.The restart was authorized by Brazil's national mining agency, ANM, which reverted a March decision that had halted the unit, the company said on Friday Novemb...Read More

INDIA IMPORT SCRAP: Prices continue upward surge

November 02, 2019 / www.metalbulletin.com

The price of ferrous scrap imported into India has risen for the fourth consecutive week, mirroring a similar trend in nearby Pakistan, sources told Fastmarkets on Friday November 1Fastmarkets' calculation for the steel scrap, shredded, index, import, cfr Nhava Sheva, India, was $276.57 per tonne on Friday, up from $268.23 per tonne a week earlier.Deals for shredded material into India t...Read More

COKING COAL DAILY: Seaborne prices plunge

November 02, 2019 / www.metalbulletin.com

Seaborne coking coal prices plunged on Friday November 1 on trades involving premium mid-volatility cargoes procured by end-users in China and India.Fastmarkets indicesPremium hard coking coal, fob DBCT: $132.38 per tonne, down by $11.07 per tonnePremium hard coking coal, cfr Jingtang: $145.08 per tonne, down by $16.45 per tonneHard coking coal, fob DBCT: $128.84 per tonne, unchangedHard coking co...Read More

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