Davis Index: Market Intelligence for the Global Metals and Recycled Materials Markets

Softening cues in the global ferrous scrap market kept deals in East and Southeast Asian domestic markets slow this week. 

 

China

The weekly Davis Index for HMS (80:20) went up by CNY250/mt to CNY3,750/mt ($579.16/mt) del mill on Tuesday. 

Domestic billet prices are at CNY4,800 ($741.14/mt), down by CNY150/mt ex-Tangshan, including VAT. 

 

Shagang steel has cut rebar prices for the third time in June. 

 

Iron ore prices were at $206.6/mt cfr North China for 62pc Fe content, down by over $13/mt from the peak on June 17. Government bodies in the country have initiated a probe on the iron ore market on Monday to keep the commodity prices in control in the domestic market. 

 

South Korea

The weekly Davis Index for domestic Heavy A rose by KRW32,500/mt ($28.63/mt) and KRW10,000/mt ($8.81/mt) to KRW540,000/mt ($475.71/mt) del Incheon and KRW525,000 ($462.50/mt) del Pohang, respectively. 

 

The weekly Davis Index for domestic Light A was unchanged at KRW502,500/mt ($442.68/mt) del Pohang.

 

In the domestic market, scrap prices rose due to a supply crunch and a strong appetite for scrap. 

 

Hyundai steel’s bids for bushelling were at JPY60,000/mt fob Japan port, up by JPY3,000/mt amid tight supply. 

 

Taiwan

The weekly Davis Indexes for domestic HMS 1&2 (80:20) remained unchanged at TWD12,300/mt ($439.36/mt) and TWD12,100/mt ($432.22/mt) del Northern and Southern mill, respectively.  

 

Feng Hsin kept domestic scrap purchase prices unchanged this week in a quiet market. 

Prices are unlikely to rise for a while due to wet weather and weak billet demand in the region. 

 

Japan

Tokyo Steel has kept its scrap purchase prices unchanged since May 18. Bids for #2 HMS remain at JPY51,500/mt del Tahara works, JPY50,000/mt del Okayama and Kyushu, JPY48,000/mt del Utsunomiya, and JPY48,500/mt del Takamatsu. Scrap supply is still tight in Japan, but demand has softened. 

Vietnam

 The weekly Davis Index for HMS 1&2 (80:20) in Vietnam increased by VND200,000/mt ($8.69/mt) to VND10,500,000/mt ($456.39/mt) delivered Southern mill.

 Ferrous scrap prices rose due to bullish Japanese offers and tight supply, but the demand stays low. 

 

Thailand

The weekly Davis index for domestic HMS 1&2 (80:20) rose by THB350 ($11.03/mt) to THB13,800/mt ($435/mt) del Rayong mill. Thai mills were silent this week. 

 

Malaysia

The weekly Davis Index for HMS 1&2 (80:20) is flat at MYR1,875/mt ($455.43/mt) del eastern mill and MYR1,750/mt ($425.07/mt) del western mill. 

 Malaysia is under lockdown until June 28. 

 

($1= JPY110.50; TWD28; CNY6.47; THB31.72; MYR4.12; VND23006.49; KRW1,135.13)

 

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