Rush for billet in Middle East, Gulf and N. Africa; continuous cash-in for sellers

Friday, 12 January 2007 11:26:20 (GMT+3)   |  
       
The CIS origin billet price was around $430-440/mt FOB Black Sea this week. As the billet purchases from Iran are still continuing, there is no great possibility of finding much billet for export from Russia. Most offers in the market are ex-Ukraine. Offers to the ports of Turkey are around $450-465/mt CFR, varying between north and south. The figures Turkish buyers are willing to offer now are around $430/mt FOB, but it has been heard that some mills can find buyers in North Africa at around $440/mt FOB levels. Meanwhile, it is not possible to obtain any offers for the Gulf below $470/mt CFR. In the Turkish domestic market, the figures mentioned for billet trading are around $470-480/mt. In the beginning of the week, Kardemir sold 25,000 metric tons at $471/mt and then stopped selling. Similarly, it has also been heard that Isdemir sold approximately 70.000 metric tons at around 470$/mt. With these sales, Isdemir seems to have been booked out almost up to April. On the exports side, finding large cargos is not possible. Generally, the mills with excessive billet in hand are consuming their billets in the domestic market. Only a few mills prefer to export billets instead of wire rods, as the wire rod prices have not reached the desired level yet. In the beginning of the week, the export price of Turkey origin billet was at $460-465/mt FOB Turkey Ports. However, after the scrap bookings above the $300/mt CFR Turkey level and the increase in rebar prices, Turkish mills also increased their prices. Indeed, a deal to North Africa at $470/mt FOB level has even been heard. In Italy, the prices were around Euro 370-375/mt delivered to customer's premises throughout the week. The high-priced offers from the CIS ($465/mt CFR Italy and over) and Turkey (over $490/mt CFR) may support the billet prices in Italy. The difficulty in finding billets for prompt shipment from both Turkey and the CIS may also be an advantage for Italian billet producers. Besides, it is not possible to say that the Italian rebar and wire rod markets have become fully active yet. The increase in the period ahead in Italy's long steel market may also lift up billet prices in the domestic market. The current strong movement of the billet market in the Black Sea and the Mediterranean also looks like it will continue in the future. Russia, which cannot supply many billets to the Mediterranean due to the continuing demand in Iran, may withdraw from the market completely when the domestic rebar demand begins to increase in the spring. In the first two quarters of 2006, it was possible to find cargos for prompt shipment from the mills in the CIS; however, because of the incredible increase in Russian domestic demand in the second quarter, most Ukrainian mills started to sell their products off the production line. Recently, most of the rolling mills in the Middle East found it difficult to keep in step with this situation. However, if the billet market continues its strong movement, the rolling mills will have no other option but to get used to making purchases.

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