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voda
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Steel consumption slugs in India on poor construction demand

India's steel consumption in the first four months of the current financial year grew by just 0.6 per cent to 25.72 million tonnes.

The country, where around 70 per cent of the steel demand comes from the construction sector, had consumed 25.57 million tonnes steel during the April-July period of last year.

True reflection of the market sentiments and poor off take from the construction and projects steel consumption remained sluggish without any signs of turnaround. The current trend in steel market price levels plummeting steeply over the last 3 months barely leaves any glimmer of hope. Steel price levels in India have declined by 1% and for long products by 2% since July. Ironically this has happened with shortage of long products and iron ore scarcity after the clamp down on illegal mining in Odisha reflecting the acute demand crisis.

Growth in production of crude steel during the period by 0.9 per cent to 27.39 million tonnes compared to 27.15 million tonnes a year ago was very slow.

Future doesn’t hold much promise too with the economic indicators showing discouraging growth in surging to 7.96% in July from 7.46% in June. IIP production slumped to 3.4% in June from 5% in May. With the unlikelihood of lending rate being eased soon the market will gasp for credit and liquidity to generate demand and execute new capital expenditure.

Source - Strategic Research Institute
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Russian mills fill the void of Ukrainian mills with competitive offers

It is learnt that shortage of supply of HRC and CRC from the Ukrainian mills after the political crisis is being filled by the Russian mills having stepped up export volume keeping the price unchanged.

HRC from mills is available to Turkish buyers at USD 580-585 per tonne CFR or USD 550-555 per tonne Fob from Baltic sea. These price levels are roll over from July.

Source – Strategic Research Institute
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US steel June shipments down 1.3pct from May - AISI

The American Iron and Steel Institute announced that for the month of June 2014, US steel mills shipped 8,291,823 net tonnes, a 1.3% decrease from the 8,398,976 net tonnes shipped in the previous month, May 2014 and a 6.2% increase from the 7,806,319 net tonnes shipped in June 2013. Shipments year to date in 2014 are 48,777,146 net tonnes, a 2.9% increase vs 2013 shipments of 47,401,474 net tonnes for six months.

A comparison of June shipments to the previous month of May shows the following changes: hot dipped galvanized sheets and strip up 0.1% hot rolled sheet down 2% and cold rolled sheet down 4%.

Source – Strategic Research Institute
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Updates on weekly raw steel production in USA

In the week ending August 9th 2014, domestic raw steel production was 1,896,000 net tonnes while the capability utilization rate was 78.8%.

Production was 1,858,000 net tonnes in the week ending August 9th 2013, while the capability utilization then was 77.6%. The current week production represents a 2.0% increase from the same period in the previous year.

Production for the week ending August 9th 2014 is down 0.3% from the previous week ending August 2nd 2014 when production was 1,901,000 net tonnes and the rate of capability utilization was 79.0%.

Adjusted year to date production through August 9th 2014 was 58,344 net tonnes, at a capability utilization rate of 76.9%. That is up 0.4% from the 58,101 net tonnes during the same period last year, when the capability utilization rate was 76.9%.

Broken down by districts, here's production for the week ending August 9th 2014 in thousands of net tons: North East: 239; Great Lakes: 675; Midwest: 242; Southern: 660 and Western: 80 for a total of 1,896.

The Raw Steel production tonnage provided in this report is estimated. The figures are compiled from weekly production tonnage provided from 50% of the domestic producers combined with monthly production data for the remainder. Therefore, this report should be used primarily to assess production trends.

The AISI production report AIS 7 published monthly and available by subscription, provides a more detailed summary of steel production based on data supplied by companies representing over Q3 of US production capacity.

Source – Strategic Research Institute
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Dalian iron ore edges up as China port stockpiles down third week

Reuters reported that Chinese iron ore futures ticked higher as stockpiles at the country's ports dropped for a third straight week, reflecting firm demand as buyers sought cheaper cargoes.

According to industry consultancy SteelHome which tracks inventory at 44 Chinese ports, Stockpiles of imported iron ore at China's ports fell by 900,000 tonnes to 110.65 million tonnes. The port stocks, however, remain not too far below a record high of 113.7 million tonnes.

Commonwealth Bank of Australia said last week there needs to be a sharper decline in port inventory to outweigh the increase in supply and spur a stronger recovery in iron ore prices.

Iron ore for January delivery on the Dalian Commodity Exchange was up 0.2% at CNY 674 per tonne by midday, but still well below last week's high of CNY 692.

An iron ore trader in Shanghai said that some mills are preferring to buy cargoes from the ports which are about USD 2 to USD 3 cheaper than new shipments. But some buyers are still facing tight credit conditions, from traders to mills, preventing them from buying shipments.

According to data compiled by Steel Index, iron ore for immediate delivery to China slipped 0.3% to USD 95.70 per tonne on Friday ending last week with a marginal gain.

Source – Reuters
voda
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Hier Aperam toch van weten te "profiteren".

Indonesia nickel rally spurs mine restarts amid ore ban

Bloomberg reported that Indonesia’s ban on nickel ore exports is resonating globally as prices climb to the highest since 2012, prompting companies from Avebury Nickel Mines Limited to Poseidon Nickel Limited to restart operations at idled mines.

According to OAO GMK Norilsk Nickel, avebury, based in Perth, plans to reopen a deposit in Tasmania six years after it was mothballed. Poseidon is preparing to resume production at a mine in Western Australia, while Panoramic Resources Limited may restart mining at its Copernicus deposit in the same state. More producers globally may reactivate facilities as prices extend gains.

Nickel, used to make stainless steel, rallied as much as 56% this year to USD 21,625 per tonne after Indonesia halted ore exports in January to compel investment in local processing plants. While the restarted mines such as Avebury’s will add to supplies, the additional production won’t be enough to prevent the global market from dropping into a deficit, with Goldman Sachs Group Inc to BNP Paribas SA forecasting higher prices.

Source – Bloomberg
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ArcelorMittal head says local price outlook stable in Brazil

Reuters reported that ArcelorMittal does not see any need to cut local steel prices in Brazil despite a weakening economy and a higher level of imports.

Mr Benjamin Baptista head of operations ArcelorMittal in Brazil said that “The company expected the Brazilian real to weaken through to the end of the year, helping local steel makers fend off further rises in imported material. There is no reason at all to move prices at the moment."

Source - Reuters
GVteD
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quote:

GVteD schreef op 11 augustus 2014 22:57:

Reuters

38 minutes ago

ArcelorMittal's Brazil head says local price outlook stable
SAO PAULO (Reuters) - ArcelorMittal does not see any need to cut local steel prices in Brazil despite a weakening economy and a higher level of imports, the company's head of operations in Brazil said on Monday.

Benjamin Baptista told reporters that the company expected the Brazilian real to weaken through to the end of the year, helping local steel makers fend off further rises in imported material.

"There is no reason at all to move prices at the moment," Baptista said.

(Reporting by Alberto Alerigi; writing by Stephen Eisenhammer; Editing by David Gregorio)

oud nieuws Voda
voda
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quote:

GVteD schreef op 13 augustus 2014 17:41:

[...]oud nieuws Voda

Sorry hoor.
Jij hebt blijkbaar een abo daar. Kan je niet wat vaker "couranter" nieuws plaatsen?

Bij voorbaat dank.
[verwijderd]
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quote:

voda schreef op 13 augustus 2014 17:48:

[...]
Sorry hoor.
Jij hebt blijkbaar een abo daar. Kan je niet wat vaker "couranter" nieuws plaatsen?

Bij voorbaat dank.

Ik ben erg blij met je voda!
[verwijderd]
0
[Modbreak IEX: Gelieve elkaar niet persoonlijk aan te vallen, bericht is bij dezen verwijderd. Laatste waarschuwing.]
viermeiden
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L.s.,

ESSEN (AFN) - Het Duitse staal- en industrieconcern ThyssenKrupp heeft de winst in het afgelopen kwartaal bijna zien verdrievoudigen, geholpen door een sterke verbetering van de resultaten bij de Amerikaanse tak Steel Americas. Dat maakte het concern donderdag bekend.

De winst uit voortgezette activiteiten in het derde kwartaal van het gebroken boekjaar kwam uit op 398 miljoen euro, ruim boven de verwachtingen van analisten. De nettowinst bedroeg 39 miljoen euro. Een jaar eerder stond er nog een verlies onder de streep van 395 miljoen euro. De omzet klom in de afgelopen driemaands periode met 8,3 procent tot 10,7 miljard euro.

Het concern uit Essen richt zich steeds meer op zijn industriële activiteiten om zo de zwakte op de Europese staalmarkt te compenseren.

viermeiden
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NALCO plans to build USD 3 billion smelter complex in Iran

Tehran Times reported that India’s National Aluminum Company plans to build a 500,000 tonne smelter and a 1,000 MW captive power plant possibly in Iran at a cost of USD 3 billion.

Mr Ansuman Das chairman of NACL said that “We are facing a massive energy challenge in India. That’s the reason we are looking at countries which have abundant energy resources.”

Building a plant in Iran depends in part on nuclear negotiations between it and six world powers. The talks could lead to an easing of sanctions on the nation, which the US Energy Information Administration estimates holds the world’s second largest natural gas reserves.

Source – Tehran Times
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Global steel producers likely to remain under pressure - HSBC

In its most recent quarterly Global Metals & Mining review, HSBC evaluates the position for steel products and draws some reassuring conclusions for consumers in terms of pricing over the next 18 months.

In terms of supply, the bank sees global crude steel production through May running at 2.4% growth YoY supporting the bank’s earlier growth forecast of 2.7% for 2014. Global overcapacity has kept utilization below 80% resulting in limited power to influence prices and pressure on margins.

After years of either outright recession then near-zero growth among most of the European economies, producers there approached this summer cautiously and inventory levels are said to be reasonable, not lean but certainly lower than in previous years.

North American remains well supplied, imports are up some 50% YoY and domestic production growth rates are positive after recovering from disruptions earlier in the year.

If the planned expansion plans in India’s steel sector come to fruition over the next three years HSBC predicts the country could become a net exporter sometime in 2015 whilst China will continue to release excess production onto the world market as production runs ahead of consumption even as efforts to cut older polluting plant limits overall capacity expansion.

Even with growth in steel consumption half what it was from 2010 to 2013 new capacity is still being added. However, with inventory levels in China apparently back under control and the mini stimulus working its way through the economy demand is likely to remain supported and prices relatively stable for this year and early next.

Meanwhile the wave of optimism in India following the election of the pro business BJP party this spring has yet to translate itself into a noticeable rise in demand among India’s consumers, so the demand side is badly in need of pro growth policies being implemented by the new administration as new production capacity comes on stream.

Demand currently outside of Asia is lower due to the seasonal downturn of the summer months in the northern hemisphere but both Europe and North America are expected to pick up modestly going into the fall to maintain if not build inventory levels. The fall in iron ore prices has taken some cost pressure off producers for the time being and with global GDP growth predicted by HSBC at 2.4% as global steel consumption growth of about 2% is expected, down a few basis points from where they were predicting 2014 would end earlier in the year.

The fall in iron ore costs mentioned above has been accompanied by falls in coking coal prices and contributed to slightly improved margins for producers the bank says, a situation they expect to soften towards year end as consumers demand finished steel prices reflect a medium term lower raw material cost environment.

Although the market remains oversupplied and producers seem reluctant to cut back on production, prices are not expected to significantly drop from current levels with only slight weakness from current levels in H2 this year in North America and China and marginal increases in Europe through early next year. Generally, North America remains better supported than Europe, achieving a price premium and with better growth prospects but vulnerable to imports capping rises next year.

Source – Agmetal Miner
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Nationwide campaign needed to promote use of steel in construction - Mr Barack Obama

Mr Barack Obama president of US has announced USD 300 billion package for improving transportation infrastructure in the country. This would significantly reduce the cost of delay estimated to be USD 40 billion annually in shipments of cargo, passenger travel. It will also raise safety and productivity in logistics.

The stimulus package in the form of fresh investment would be implemented against the backdrop of current interest rate of 2.5%, unemployment level of 6.1% and current account balance of (-) USD 406 billion (2.3% of GDP). For raising the fund, Mr Barack Obama has hinted at tough measures.

The US steel industry is enthusiastic about the development as this massive government procurement in building of roads, rail, shipping and airways with foreign content rule in vogue, would lead to significant rise in indigenous demand for steel. Further, the tariff protection through a spate of anti dumping, countervailing measures has already shut the US market to a good number of steel exporting countries like China, Korea, Japan, Turkey, Russia and India.

In addition, the US transportation department announced a 2 year phase out of the older and weaker legacy Track Cars, which means about 2,28,000 track cars would either be replaced or retrofitted to meet the new standards. It has also advised the US Association of Structural Engineers to find out structurally deficient bridges and suggest best methods of construction of these bridges, including ROBs.

This is a classic example of the government joining hands with the industry to solve the problem of bridge safety. In India, the crumbling of flyovers or damages in base structure prompt the government to reconstruct them but the steel industry, unlike the US, does not feel the urge to convince the government to opt for steel concrete composite bridges.

A study from the Netherlands has revealed that steel is more than twice as sustainable as other construction material and therefore should become a critical factor in selecting construction material.

Source – Financial Express
voda
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Oeps?

ArcelorMittal heeft interesse in Italiaanse staalmaker Ilva - media

AMSTERDAM (Dow Jones)--ArcelorMittal (MT.AE) heeft een niet-bindende motivatiebrief gestuurd naar de Italiaanse staalmaker Ilva, berichtte Reuters donderdag op basis van vakbondsbronnen.

Ilva exploiteert de grootste staalfabriek van Europa, die gelegen is in de Zuid-Italiaanse stad Tarente. Vorig jaar werd de fabriek onder speciaal toezicht gesteld nadat de autoriteiten een beslag hadden gelegd op een bedrag van EUR8,1 miljard van de eigenaren vanwege beschuldigingen over de uitstoot van schadelijke stoffen bij de fabriek.

"Er is een motivatiebrief ontvangen en ArcelorMittal presenteert voor het eind van september een industrieel plan aan de Italiaanse overheid", aldus e e n van de bronnen.

ArcelorMittal en de commissaris die het speciaal toezicht houdt op Ilva waren donderdag niet direct bereikbaar voor commentaar, aldus Reuters.

Door Marleen Groen; Dow Jones Nieuwsdienst; +31 20 5715 200; marleen.groen@wsj.com


voda
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BHP Billiton wil veel activiteiten afstoten

VRIJDAG 15 AUGUSTUS 2014, 09:40 uur | 163 keer gelezen

MELBOURNE (AFN) - Het internationale mijnbouwconcern BHP Billiton gaat waarschijnlijk voor miljarden aan bezittingen afstoten om zich beter te kunnen focussen op de productie van ijzererts, steenkool, koper en aardolie. Dat maakte het bedrijf vrijdag bekend.
Volgens BHP zullen topbestuurders volgende week bijeenkomen om de nieuwe structuur van het bedrijf te bespreken en kan snel een besluit bekend worden gemaakt. Analisten denken dat tot wel 12 miljard dollar (9 miljard euro) aan bezittingen kunnen worden afgestoten, waaronder de activiteiten op het gebied van nikkel, mangaan en aluminium. Die activiteiten waren in de 12 maanden tot en met juni 2013 goed voor ongeveer 14 procent van de omzet van het bedrijf.

Sinds begin 2012 heeft het grootste mijnbouwbedrijf ter wereld al voor 5,2 miljard dollar aan bezittingen verkocht om de organisatie te stroomlijnen.
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