August shipments seem to be the determining factor of billet market situation

Friday, 26 May 2006 09:07:00 (GMT+3)   |  
Export offers of CIS origin billets early this week almost remained unchanged over last week. Offers circulating in the market were ranging between $400-405/mt FOB Black Sea. Producers and exporters were aiming to increase offers to $410-415/mt. They partly achieved their purposes through the mid-week and $410/mt FOB levels were heard in the market. Italian rolling mills showed interest to CIS origin billets, which were at around $405-410/mt for July shipment. However, Italian rolling mills show abstention to offers for August shipment due to the fact that their domestic market usually slows down in August. Turkish origin billets were at $440-450/mt ex-works in domestic market this week. Rolling mills show interest to billet purchases since the product prices continue strong in both export and domestic market. Last week and the beginning of this week, offers of CIS origin billets made at $420-425/mt CFR have not seen much of interest; however, Turkish rolling mills started to consider these offers through the end of the week. In case bookings at such levels are heard, billets below 405/mt FOB Black Sea port level might become unavailable. In fact, some exporters are already making offers at $430/mt CFR levels to Turkish ports this week. Turkish origin billets are being offered at $425-430/mt FOB for export. Last week, small tonnage bookings have been heard. The narrow gap between CIS billet and Turkish billet provides advantage to the Turkish origin billet in export. Northern Africa and Europe, which are in the market now, may support the Turkish origin to be sold in huge tonnages at these levels. Generally, market seems strong in Mediterranean, Black Sea and Middle East. However, with the possibility that Europe, US and Gulf may withdraw from the market slowly for August product and billet shipments, some concerns remain in the market regarding which direction the billet market might go. However, this year things may turn out to be different. The US domestic market is still strong and despite the holiday, it will continue to remain in the market during August. Gulf region is still active and they are particularly in need of rebar. This situation may help billet market to survive in Gulf region. Despite the holiday in August, if Europe, especially Portugal, Spain and Italy, keeps its domestic market and imports strong, the expectations for the end of the summer may have a positive outlook.

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