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

Imported ferrous scrap prices in Bangladesh jumped this week amid stable demand. The domestic market showed signs of recovery amid stronger indications from major steel-consuming sectors. Mills raised finished steel prices to offset high input costs. With the floods in most steel-producing regions receding, even small-scale secondary steelmakers have started booking containerized scrap and ramping up their productions. A shortage of containers, mainly due to a mismatch between imports and exports, has also increased the landed cost for many scrap importers. 

 

In the bulk market, offers for US West Coast-origin HMS 1&2 (80:20) were around $335/mt cfr Chattogram with limited buying interest. In the latter part of the week, buyer shied away from trades as bulk freight rates have also increased. Japanese suppliers kept #2 HMS offers at JPY28,500-29,000/mt fob, up by JPY1,000/mt from the prior week. In the small bulk market, offers were at $325/mt cfr Chattogram, a $10-15/mt rise from the prior week.

 

The Davis Index for containerized shredded, Friday, settled at $341.79/mt cfr Chattogram, up by $10.79/mt from the prior week. Buyers for containers of shredded from Europe, Australia, and New Zealand were at $335-340/mt cfr Chattogram. On Friday, offers for containerized shredded from the UK were heard at $345/mt cfr Chattogram against bids of $340/mt cfr Chattogram. While a few yards are hoping to raise it above $350/mt cfr Chattogram next week.

 

The weekly Davis Index for containerized US-origin HMS 1&2 (80:20) Friday settled at $325/mt cfr Chattogram up by $5/mt from the prior week. No major deals reported as the delivery periods are very high. The index for UK/EU-origin HMS 1&2 (80:20) rose by $6/mt to $324/mt cfr Chattogram from the prior week. A few trades for HMS 1&2 (90:10) from the UK were at $325-330/mt cfr Chattogram. 

 

Australian suppliers preferred to sell HMS containers to Bangladesh and Indonesia, where buyers accepted their prices and withdrew offers for the Indian market. Trades for the HMS 1&2 (80:20) heard at $320-322/mt cfr Chattogram in limited volumes.  

 

The daily index for Latin America-origin HMS 1&2 (80:20) settled at $319/mt cfr Chattogram, up by $5/mt. Few offers were active from the region as most Brazilian traders sought $318-320/mt cfr Chattogram due to firm prices in their domestic market. Trades for Latin American HMS #1 were at $323-325/mt cfr Chattogram with prices up by $5/mt from the prior week. 

 

Brazilian P&S scrap containers were offered at $340/mt cfr Chattogram in limited quantities. P&S from the UK and Latin America traded at $340-345/mt cfr Chattogram. The weekly Davis Index for busheling settled at $358/mt cfr Chattogram, up by $6/mt with no major deals reported amid a supply crunch. 

 

Finished, semi-finished steel

The weekly Davis Index for domestic billet Friday settled at BDT41,750/mt ($491.75/mt) ex-works Chattogram up by BDT1,125/mt, with trades at the index price. Major steelmakers in Chattogram sold billets at BDT42,000-42,500/mt ex-works Chattogram.

  

The weekly Davis Index for rebar from medium-scale steelmakers settled at BDT50,500/mt ex-works, up by BDT750/mt, inclusive of VAT. Large steel producers like BSRM and AKS are offering rebar at BDT56,000-57,000/mt ex-works, respectively, with the index rising BDT750/mt to BDT56,500/mt ex-works. Dhaka-based finished steel producers sold rebars at BDT50,000-50,250/mt ex-works, up by BDT500-750/mt from the prior week. A few mills are offering rebar at BDT52,000-53,000/mt ex-works Chattogram amid high input costs and a tight supply of scrap.

  

Domestic and ship scrap

Ship scrap prices increased this week in sync with a rise in domestic scrap prices and low inventory at yards as fewer ships arrived for beaching during the last few weeks.

 

Domestic shipbreaking scrap equivalent to P&S traded at BDT32,500-33,000/mt ex-yard Chattogram with the index settling at BDT32,750/mt ex-yards, up BDT1250/mt from the prior Friday. HMS 1&2 (80:20) was priced at BDT30,000-30,500/mt ex-yard Chattogram. The weekly Davis Index for the grade settled at BDT30,214/mt ex-yards on Friday. 

 

Offers for scrapped vessel imports were stable in the range of $350-360/ldt, with indications of increased arrivals till the end of the year, if supplies remain stable. 

 

($1= BDT84.93)

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