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

Imported ferrous scrap trades resumed in Pakistan this week with Eid holidays coming to an end. Mills in India and Bangladesh, however, slowed down container bookings.  

 

South Asia 

India 

A Kandla steelmaker was heard to have booked a bulk cargo comprising 10,000mt of HMS1&2 (80:20) and 20,000mt of shredded at an average price of $280/mt cfr Kandla. The trade indicates that market sentiment is turning positive. A shortage of domestic ferrous scrap also gave prices a lift. Shredded in containers was offered at $285/mt cfr Nhava Sheva after the bulk booking with no trades reported at those levels on Tuesday.

In containers market, the daily Davis Index for containerised shredded settled at $279/mt cfr Nhava Sheva, down by $1/mt from the prior day. The index, however, has been calculated before the bulk trade concluded. 

Traders bid at $275-280/mt cfr Nhava Sheva for P&S cargoes. The daily Davis Index for UAE-origin containerised HMS 1&2 (80:20) settled flat at $260/mt cfr Nhava Sheva on Tuesday. The daily index for US-origin HMS 1&2 (80:20) was at $258/mt cfr Nhava Sheva, up by $2/mt from the prior day. Offers for HMS 1&2 (80:20) were reported at $260/mt cfr Nhava Sheva depending on origins.  

 

Pakistan 

Domestic steel prices dropped by PKR500/mt from the prior week. 

Pakistan currency depreciated late last week to PKR165 against $1 from PKR160.60 on last Wednesday, which dampened the market sentiment. The Davis Index for US-origin containerized shredded settled at $284/mt cfr Port Qasim, up by $1/mt from Tuesday. Shredded offers from the UK and European suppliers rose to $285-290/mt cfr Qasim as they anticipate demand to improve in the coming days. 

The Davis Index for UAE-origin HMS 1&2 (80:20) settled at $263/mt cfr Qasim, down by $1/mt from Monday. The daily index for US-origin HMS 1&2 (80:20) was at $260/mt cfr Qasim, unchanged. Offers were at $265/mt cfr Qasim but bids at $255/mt cfr Qasim. 

 

Bangladesh 

The Davis Index for containerised shredded settled at $288/mt cfr Chattogram, up by $1/mt from Tuesday. Offers for shredded were in the range of $285-290/mt with no bids in the market. 

The index for Latin America-origin HMS 1&2 (80:20) inched up by $2/mt to $255/mt cfr Chattogram. Brazilian traders raised offers due to increased enquiries by Indian mills. Some traders were interested to take a position for high sea cargoes offered in the range $255-260/mt cfr Chattogram.

The index for US-origin HMS 1&2 (80:20) settled unchanged at $263/mt cfr Chattogram. 

 

East Asia

Taiwan 

Imported ferrous scrap prices in Taiwan inched up by $1/mt on Tuesday with the index for US HMS 1&2 (80:20) settling at $231/mt. Offers for US HMS 1&2 (80:20) were at $235-237/mt cfr Taiwan due to increased global prices driven by bulk bookings by Turkish mills. Ongoing rains and weak finished steel sales kept trades low. Bids from steelmakers were heard $218/mt cfr Taiwan for US-origin HMS 1&2 (80:20).  

A mill in north Taiwan raised purchase price for HMS 1&2 (80:20) by NT$200/mt to NT$6,700-6,900/mt. Demand for ferrous scrap is slowing down. The rise in price is merely on the back of increased imported scrap offers. 

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