Billet market heating up

Wednesday, 17 May 2006 09:49:11 (GMT+3)   |  
CIS and Turkish origin billet prices showed a slowdown since the first week of April till the beginning of May. Turkish billet was sold to Middle East, Northern Africa and Europe at $405/mt FOB Turkey late April/early May. CIS origin billet was at $380-390/mt FOB Black Sea level. However, after the first week of May, billet prices indicated an upward trend with the movement in scrap prices. Last week, CIS billet suppliers' offers of $390-395/mt FOB Black Sea ports were accepted by the market. Middle Eastern and Gulf region markets accepted these levels and the rolling mills in Europe concluded bookings at these levels largely due to the rapid increase in Euro/US Dollar exchange rate. CIS origin billet was sold to Italy at $410-415/mt CFR Italy last week, for July shipment. This week, CIS origin billet has increased to $400-405/mt FOB Black Sea levels. The major reasons for the increase in billet prices are both the demand in the market and the CIS origin billet, which exceeded $400/mt level in FOB Far East ports. The new offers are $10-15/mt higher, but the high level of Euro/US Dollar exchange rate and the continuous increase of rebar prices in the local Italian market may support these levels to be accepted. Turkish producer Isdemir concluded 85,000 mt of sales to the domestic market through its campaign last week. Furthermore, Turkish producer Kardemir sold 45,000 mt in the local market. Later, Kardemir closed its billet sales on Friday. This week, there has been no billet available below $435-440/mt ex-works in the melt shops. Export offers were at $425-430/mt FOB Turkey. If the scrap and long product markets continue their strong movements, we can hear sales concluded even at $430-440/mt soon. In the Turkish imported billet market front, the weak demand for billet could have picked up with the revival of merchant bar and rebar exports. However, Turkish rolling mills did not show any interest to imported billet purchases due to the CIS origin billets, which exceeded $400/mt FOB Black Sea level because of strong demand from Europe and Middle East. Since Kardemir closed its sales and the expectations for billet prices keep on increasing, Turkey's demand for imported billet may increase in the coming days. Consequently, the current increase in billet prices seems more realistic than it was at the beginning of April. At the beginning of April, CIS origin billet increased to $400/mt FOB while Turkish origin billet rose to $440/mt FOB; however, there were no bookings concluded at these levels. However, the strong movement of scrap and long product markets worldwide, the billet requirement in the Americas due to the strike in Mexico and the increasing billet prices in Far East appear to prove that the price increases in CIS and Turkish origin billets are realistic.

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