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

Japanese exporters raised ferrous scrap offers on strong global cues. Most suppliers are waiting for higher bids from Asian steel mills this week. The weekly index for #2 HMS rose JPY1,458/mt ($13.3/mt) to JPY41,833/mt ($380.9/mt) fob with traders raising offers to JPY43,000-44,000/mt fob after Korean mills bought at JPY41,500/mt fob this week. On a fas basis, the index rose by JPY1,625/mt to JPY40,000/mt ($364/mt) fas. 

 

Tokyo steel bids remained flat this week, while suppliers anticipate a rise by JPY1,000-2,000/mt soon due to short supply and increased demand from China and other South Asian countries.

 

The index for P&S 5ft (small bulk) China port settled at $494/mt cfr, up by $9/mt from the prior week on rising offers. Offers for HS or P&S rose to $495-505/mt cfr China while bids rose to $485-490/mt cfr on Wednesday.

 

Production cuts lifted steel prices to a decade’s high in China. Prices of 62pc Fe iron ore rose by $5.5/mt to around $171/mt on Wednesday on recovering demand.

 

Offers for Japanese #1 busheling (Shindachi) rose by over JPY2,000-3,000/mt due to a shortage of scrap and strong global cues.

 

Freight charges have remained high resulting in costlier imports for overseas buyers. The weekly index for the grade rose by JPY2,500/mt to JPY47,000/mt fob Japan, while on a fas basis, the index rose by JPY2,000/mt to JPY45,500/mt fas. Offers rose to JPY46,000-47,000/mt fas, while bids were still lower by JPY1,000-1,500/mt fas on Wednesday.

 

With Turkish mills increasing purchases ahead of Ramadan, the index for HMS 1&2 (80:20), Tuesday, rose by $1.5/mt to $427/mt cfr Turkey from Monday. South Asian buyers are closely watching Turkish and Chinese purchase before negotiations.

 

The weekly Davis indices for HS and shredded, Wednesday settled at JPY45,250/mt and JPY45,125/mt fas Japan, up by JPY2,000/mt and JPY2,125/mt, respectively. Limited trades heard as most mills adopted a wait and watch strategy due to high volatility.

 

Offers for HMS 1&2 (50:50), Wednesday, rose to around $455-460/mt cfr Vietnam, up by $5-10/mt from the prior week with the index for the grade settling at $447/mt cfr Haiphong up by $2/mt on global cues.

 

The index for Japanese HMS 1&2 (50:50) rose by $10/mt to $440/mt cfr Taiwan. Traders indicate prices are supported by rising Chinese steel and iron ore futures. Most offers rose to $445/mt cfr up $10/mt from the prior week.

 

($1=JPY109.8)

 

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