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

May 06, 2020 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Tuesday May 5 that are worth another look.US President Donald Trump is threatening to abandon a preliminary trade deal leading to an easing of trade tensions with China, citing the Covid-19 virus.Employees at the Kroondal chrome mine in South Africa have been informed the facility will not restart after lockdown measures are relaxed b...Read More

YDD Corp to start shipping ferro-silicon to North America from June

May 06, 2020 / www.metalbulletin.com

Kazakh company YDD Corp is targeting sales of ferro-silicon into North America this year, with the first shipments planned for next month, according to its output distributor on the project, Swiss trading house Helvetia Resources. YDD started cold commissioning three furnaces at its new Karaganda ferro-silicon operation in Kazakhstan at the end of 2018, with the aim of exporting ferro-silicon...Read More

Price spread widens further for European ferro-chrome

May 06, 2020 / www.metalbulletin.com

The price spread for Europe-origin high-carbon ferro-chrome widened by a couple of cents per lb to $0.17 per lb in the week ended Friday May 1.This came after deals were reported at higher prices following the increase in the ferro-chrome and charge chrome benchmark for shipments in the second quarter of 2020. The gap was $0.20 per lb between the highest and lowest reported deal prices in the week...Read More

HOTTER ON METALS: Auto supply chain gets harsh wake-up call from Covid-19

May 06, 2020 / www.metalbulletin.com

If ever there was a masterclass in the need to disaster-proof a supply chain, then the Covid-19 pandemic has provided a harsh reminder to the automotive sector that it's failing. It's a wake-up call for the industry, which, after a massive earthquake and tsunami hit Japan in March 2011, had vowed to end its "just in time" production philosophy and diversify its supply chain in orderto limit a repe...Read More

EU CARMAKER CLOSURES 05/05: PSA begins progressive restarts

May 06, 2020 / www.metalbulletin.com

Car manufacturer Groupe PSA - maker of the Peugeot, Citroen, Opel and Vauxhall brands - has announced a "progressive and secured restart of Groupe PSA manufacturing sites."The restarts would be guided by the resumption of commercial activities, the company said on Monday May 4.Its various sites across Europe closed from March 18 because of the disruption affecting its majo...Read More

NLMK foresees double-digit steel demand slump in home markets

May 06, 2020 / www.metalbulletin.com

Russia's largest steelmaker, Novolipetsk Steel (NLMK), which also runs assets in Europe and the United States, expects steel demand to show a double-digit drop in home markets in the second quarter of 2020 and for the full year, the company said on Thursday April 30."In Russia, we expect a double-digit decline in steel consumption in May and June, with potential recovery starting in July," chief e...Read More

Egyptian government plans 10% duty on finished steel

May 06, 2020 / www.metalbulletin.com

The Egyptian parliament has this week requested the government add a 10% import duty on finished steel products to protect local steel production, Egyptian market sources told Fastmarkets.The government has not yet approved or rejected the proposal but, if accepted, flat steel producers will benefit from the new duties, sources said.Egypt already imposes a definitive safeguard duty of 16% of the c...Read More

AT A GLANCE: Kl??ckner & Co optimistic despite Q1 earnings dip

May 06, 2020 / www.metalbulletin.com

A summary of the financial results of German metals distributor Kl??ckner & Co for the first quarter of 2020.In brief Continued weakness in the automotive, machinery and energy sectors, especially in Germany and the United States, weighed on Kl??ckner's results for the first quarter of 2020 Around 90% of Kl??ckner's branches are still operational, with the majority of closures in France&...Read More

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

May 06, 2020 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Tuesday May 5 that are worth another look.US President Donald Trump is threatening to abandon a preliminary trade deal leading to an easing of trade tensions with China, citing the Covid-19 virus.Employees at the Kroondal chrome mine in South Africa have been informed the facility will not restart after lockdown measures are relaxed b...Read More

HOTTER ON METALS: Auto supply chain gets harsh wake-up call from Covid-19

May 06, 2020 / www.metalbulletin.com

If ever there was a masterclass in the need to disaster-proof a supply chain, then the Covid-19 pandemic has provided a harsh reminder to the automotive sector that it's failing. It's a wake-up call for the industry, which, after a massive earthquake and tsunami hit Japan in March 2011, had vowed to end its "just in time" production philosophy and diversify its supply chain in orderto limit a repe...Read More

WEEKLY BASE METAL PREMIUMS REPORT: 05/05

May 06, 2020 / www.metalbulletin.com

A summary of base metals premiums from across the globe for the week to Tuesday May 5.Please click...Read More

NLMK foresees double-digit steel demand slump in home markets

May 06, 2020 / www.metalbulletin.com

Russia's largest steelmaker, Novolipetsk Steel (NLMK), which also runs assets in Europe and the United States, expects steel demand to show a double-digit drop in home markets in the second quarter of 2020 and for the full year, the company said on Thursday April 30."In Russia, we expect a double-digit decline in steel consumption in May and June, with potential recovery starting in July," chief e...Read More

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

May 06, 2020 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Tuesday May 5 that are worth another look.US President Donald Trump is threatening to abandon a preliminary trade deal leading to an easing of trade tensions with China, citing the Covid-19 virus.Employees at the Kroondal chrome mine in South Africa have been informed the facility will not restart after lockdown measures are relaxed b...Read More

HOTTER ON METALS: Auto supply chain gets harsh wake-up call from Covid-19

May 06, 2020 / www.metalbulletin.com

If ever there was a masterclass in the need to disaster-proof a supply chain, then the Covid-19 pandemic has provided a harsh reminder to the automotive sector that it's failing. It's a wake-up call for the industry, which, after a massive earthquake and tsunami hit Japan in March 2011, had vowed to end its "just in time" production philosophy and diversify its supply chain in orderto limit a repe...Read More

HOTTER ON METALS: Currencies and oil - miners' unexpected saving grace

May 06, 2020 / www.metalbulletin.com

The sharp decline in emerging market currencies combined with a collapse in oil prices are providing a twin saving grace for many metals and mining companies during the Covid-19 pandemic. For producers of energy-intensive metals like aluminium, and in particular the low-cost ones, the benefit is even greater. It's an emerging trend that is starting to be reflected in the earnings of corporates in...Read More

HOTTER ON METALS: Freeport may get Indonesia smelter reprieve

May 06, 2020 / www.metalbulletin.com

The Covid-19 pandemic may well provide Freeport-McMoRan with a silver lining it had never expected. The US copper producer is discussing with the government of Indonesia what should be done with the planned smelter in the Gresik region in the province of East Java. It has been forced to delay the completion timeline of December 2023 for the plant, due both to Covid-19-related disruptions to the wo...Read More

China's preference for cheaper iron metallic, semi imports continues into Q1

May 06, 2020 / www.metalbulletin.com

The trend for China to actively import relatively cheap iron metallics and semi-finished steel products seen in 2019 continued into the first quarter of this year, but can this be sustained? The answer to this question will come down to the price-competitiveness of the products, as Fastmarkets' research team detailed in the 2020 preview series earlier in the year. As the chart below illustrat...Read More

LIVE FUTURES REPORT 05/05: LME base metals rise despite China market absence

May 06, 2020 / www.metalbulletin.com

London Metal Exchange three-month base metals prices rose on Tuesday May 5, buoyed by increasing optimism for an increase in demand amid expectations that Covid-19 trade restrictions will continue to be eased in some parts of Europe while China's restart gathers momentum. China's market absence - due to the Labor Day public holiday from May 1 to May 5 - failed to dampen upward price momentum acros...Read More

IRON ORE DAILY: SGX 65% Fe contract registers robust trading volumes

May 06, 2020 / www.metalbulletin.com

The Singapore Exchange's (SGX) 65% Fe iron ore derivatives contract registered another strong month with 3.3 million tonnes traded in April, according to SGX data published on Tuesday May 5. Fastmarkets iron ore indices 62% Fe fines, cfr Qingdao: $84.04 per tonne, unchanged. 62% Fe low-alumina fines, cfr Qingdao: $86.70 per tonne, unchanged. 58% Fe fines high-grade premium, cfr Qing...Read More

COKING COAL DAILY: Gloomy outlook for Indian demand despite easing restrictions

May 06, 2020 / www.metalbulletin.com

Seaborne coking coal prices were unchanged on Tuesday May 5 in the absence of Chinese market participants observing a holiday for Labor Day, but pessimism is growing amid a negative outlook for Indian demand.Fastmarkets indicesPremium hard coking coal, fob DBCT: $107.12 per tonne, unchangedPremium hard coking coal, cfr Jingtang: $117.33 per tonne, unchangedHard coking coal, fob DBCT: $93.26 per to...Read More

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