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

Pakistani ferrous scrap importers booked several containers on Tuesday to restock material. In the latter half of the day, however, prices showed signs of softening with a decline in rebar prices in Turkey and steel futures in China.   

 

The daily Davis Index for containerized shredded, Tuesday, rose by $3.75/mt to $536.25/mt cfr Port Qasim. Containerized trades for the UK/EU-origin shredded were reported in the range of $535-538/mt cfr Qasim. Buyers resisted offers of $540-545/mt cfr Port Qasim. With the Monsoon season near, many small-scale mills could remain away from the market. 

 

In Turkey, the Davis Index for imports of US-origin HMS 1&2 (80:20) on Monday was at $506.97/mt cfr Turkey, unchanged from Friday. Domestic billet prices declined by $7-10/mt while rebar export offers remained above $750/mt fob Turkey on bullish cues from Asian markets. Chinese iron ore prices have shown recovery on tight supply to reach above $222/mt cfr north China for 62pc Fe content. 

 

Offers for UAE-origin HMS scrap continued to strengthen on firm demand. The Davis Index for UAE-origin HMS 1&2 (80:20), Tuesday, settled at $502/mt cfr Port Qasim, up by $4/mt from Monday. Trades for UAE-origin mixed #1 HMS and P&S were reported at $510-515/mt cfr Port Qasim amid tight supply.

The daily index for US-origin HMS 1&2 (80:20), Tuesday, settled at $505/mt cfr Port Qasim, up by $2.36/mt. Already elevated container freights rates, which could rise further on COVID-19-related restrictions at few Chinese ports, including Yantian, could add to landed costs for importers. 

 

Finished steel prices were also firm, and mills in the country eyed further hikes on a continuous rise in ferrous scrap prices. In the domestic market, domestic Bala billet traded at PKR116,700-117,000/mt ex-works, down PKR500-800/mt from a day ago. 

Offers for local rebar were at PKR131,000/mt ex-works. Medium-scale steelmakers sold rebar at PKR145,500-146,000/mt ex-works Karachi and PKR144,000-144,500/mt ex-works Punjab. 

 

Distressed to sell amid liquidity crunchdomestic ferrous scrap sellers reduced offers. Asking prices for Art Q toke scrap (equivalent to a mix of HMS and P&S) and Pure Q toke scrap (equivalent to shredded) were at PKR94,000/mt and PKR95,500/mt ex-yard Lahore, respectively, both down by PKR1,000/mt from Monday. Few are still waiting for clarity on the impact of budget FY2021-22 announced on June 11 especially on the steel and construction industries, keeping steel trades slow again.  

($1=PKR155.87)

 

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