Friday, 17 August 2012

Iron Ore-Shanghai rebar hits record low, ore at 2-1/2 yr trough

Fri Aug 17, 2012
* Shanghai rebar heading for fifth loss in six weeks

* Vale expects iron ore prices to rebound in Sept

By Manolo Serapio Jr
SINGAPORE, Aug 17 (Reuters)
- Shanghai steel futures fell to record lows on Friday and are heading for their fifth weekly loss in six as slower demand in top steel market China drags down prices, trapping iron ore at 2-1/2 year troughs.

Brazil's Vale, the world's biggest iron ore miner, said it expects prices to start rebounding next month as Chinese steel mills replenish stockpiles, although traders said they were unsure given that the sustained decline in prices since early July has failed to draw buyers back into the spot market.

"The market's still depressed and more traders are trying to offload their material," said an iron ore trader in Hong Kong.

"We are seeing more offers, but buyers are still scarce.

People feel prices can still fall some more," said another iron ore trader in Shanghai.

The most-traded rebar for January delivery on the Shanghai Futures Exchange fell as low as 3,614 yuan ($570) a tonne. By 0600 GMT, it was trading 1 percent lower at 3,621 yuan.

Rebar, or reinforcing steel bar, used in construction, is down 2.5 percent for the week and is on track to stretch its monthly losing streak to a fifth straight month in August.

Spot steel prices in China were falling as well. The price of billet in Tangshan in the country's top steel producing Hebei province stood at 3,150 yuan per tonne on Thursday, down almost 3 percent from a week ago, traders said.

The price of steel rebar in southern China has dropped to about $616 a tonne from March 2 to Aug. 20, Commonwealth Bank of Australia said in a note.

While steel inventory there has also declined to 5.69 days' worth of supply from 7.02 days, the bank said the decrease in stocks could suggest inventory destocking as weak demand conditions encourage running inventory levels down.

"We believe that weak demand conditions will persist in the short term in China," CBA said, citing China's manufacturing purchasing managers' index data which remains subdued.

FURTHER DECLINE

Steel demand in China, the world's biggest consumer and producer, is slowing along with the economy which grew at its weakest pace in more than three years in the second quarter.

Disappointing trade and industrial output data last week suggested the slowdown may have extended to July.

That is hitting China's demand for iron ore, with the country also the top importer of the raw material, buying about two-thirds of the world's output.

Iron ore with 62 percent iron content .IO62-CNI=SI, the industry benchmark, fell more than 1 percent to $111.90 a tonne on Thursday, its weakest since Dec. 24, 2009.

Down nearly 20 percent so far this year, the price of iron ore has dropped in 24 of the past 27 trading sessions.

Sale tenders by miners this week backed the case for a further decline in prices.

Vale on Thursday sold 165,000 tonnes of 64.56-percent grade Brazilian iron ore fines at $121.59 a tonne, including freight, down from the $123.10 at which it sold a similar 64.44-percent grade cargo earlier in the week, traders said.

Rio Tinto sold 61.5-percent grade Australian Pilbara iron ore fines at $113.21 per tonne, lower than a previous deal at $115.13, traders said.

Vale is selling around 95,000 tonnes of 63.1-percent grade iron ore via a tender closing later on Friday, traders said.

  Shanghai rebar futures and iron ore indexes at 0600 GMT

  Contract                          Last    Change   Pct Change
  SHFE REBAR JAN3                   3621    -38.00        -1.04
  PLATTS 62 PCT INDEX             113.75     +0.25        +0.22
  THE STEEL INDEX 62 PCT INDEX    111.90     -1.20        -1.06
  METAL BULLETIN INDEX            112.94     -0.30        -0.26

  Rebar in yuan/tonne
  Index in dollars/tonne, show close for the previous trading day
  ($1 = 6.3658 Chinese yuan)

(Reporting by Manolo Serapio Jr.; Editing by Joseph Radford)

No comments:

Post a Comment