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3rd week CIS market review: Active export markets support price increases

Thursday, 25 January 2007 12:01:11 (GMT+3)   |  
       
During the third week of 2007, all CIS-origin products saw a positive correction in the export markets. The activity in scrap purchases worldwide made it possible for CIS scrap exporters to increase their prices, while the very active Middle East and Gulf regional markets supported the continued price rise for CIS-origin longs and flats. Scrap: Black sea scrap market keeps climbing The Black Sea region scrap market was characterized by increased activity on the part of the Russian and Ukrainian scrap exporters in the third week of the year. Although scrap suppliers returned to the market in question during the second week, i.e., following the New Year holidays, it was only last week that their activities saw a full resumption. As for the price trend, the offers of CIS-origin scrap passed the mark of $300/mt CFR. The Turkish steel producers seemed to accept this level, mainly due to the fact that they could still compensate their rising scrap expenditures at the expense of the end users of their products. Besides, due to the rise in scrap prices in the other regional markets, the buyers of CIS-origin scrap in the Black Sea region have no leverage over the CIS scrap suppliers. The Russian domestic scrap market continued its calm trend during the week ended January 21. Although some reports had been heard that the domestic steel mills were to increase their procurement scrap prices last week, no actual changes were seen. Just like the end of December 2006, during the third week of 2007 the scrap prices in the Russian domestic market stood in the range of Ruble 5,500-6,400/mt ($208-242). The Ukrainian domestic scrap market during the week ended January 21 did not experience much change compared to the week before. Although the market still showed some signs of uncertainty regarding the composition of scrap prices, this confusion did not affect the actual price levels. Long Products: Middle East market activities support CIS price increase During the week ended January 21, CIS-origin billets continued to rise in price, reaching $440-445/mt FOB Black Sea levels for the Middle East. However, because of the highly active market, the consumers in the Middle East seemed to accept the CIS offer levels for billets. Besides, the CIS-origin billets were not the most expensive ones in the concerned region during last week, since the Turkish suppliers were offering the same products at $40-45/mt higher. This situation gives CIS billet exporters some room for maneuver. As for long products, the construction boom in the Gulf region was still the main reason for the continued long products price rise in the region during the third week. The large demand for construction steel in the region made it possible for CIS exporters to increase their rebar offers by $10/mt and their wire rod offers by $5/mt. The Russian domestic longs market saw some increase in activities during the course of last week. The unusually mild winter in Russia this year has activated the demand for long products in the domestic market. Consequently, the price for rebar and other longs used in construction showed some upward movements in the third week. In particular, a rise of two percent was seen for rebar and an increase of 0.5 percent was seen for beam. Regardless of the Ukrainian domestic traders' desire to keep up their prices, market prices continued to go down slowly during the third week. Thus, rebar registered a decrease of UAH 10/mt ($2) during last week, while the channel bar price decreased UAH 10/mt($2). Flat rolled: MMK CR absence in Turkish market creates opportunity for Ukrainian suppliers During the third week of 2007, the CIS flats export market experienced high demand for the products offered, therefore giving an opportunity to the Russian and Ukrainian producers to continue increasing their prices. This statement is especially true for the Middle East and Gulf regions, where CIS-origin HR saw a rise of $10/mt while CR prices reached $580/mt FOB Black Sea levels. The Ukrainian cold rolled producers saw a very favorable opportunity present itself in the Turkish market. Since MMK's CR products are not being offered due to last November's accident, the Ukrainian CR producers were able to raise their prices substantially for the market in question. The Russian domestic flats market experienced some minor negative trends during the week ended January 21. Thus, CR decreased in price by on average 0.5 percent while HR dropped by on average 0.3 percent. During the third week, negative price corrections started to be visible in the Ukrainian flats market. In the course of the week in question, HR decreased by UAH 30/mt ($6), CR decreased by UAH 5/mt ($1), while galvanized steel decreased by UAH 35/mt ($7) in the Ukrainian local market.

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