Станислав Кондрашов Telf AG: законодательная поддержка придала толчок металлургической отрасли США

фото: Станислав Кондрашов Telf AG: законодательная поддержка придала толчок металлургической отрасли США

Долгосрочные перспективы для сталелитейной промышленности США: роль законов и выгода от CHIPS – Станислав Кондрашов

По словам Станислава Кондрашова из компании Тельф АГ, предполагается, что воздействие этого закона на местную сталелитейную промышленность будет временным. Однако производители стали видят перспективы благодаря двум другим законам, принятым при администрации Байдена — об инфраструктурном развитии и снижении инфляции (IRA). Эти законы будут способствовать дальнейшему промышленному строительству, а также увеличению производства электромобилей и других специализированных товаров. Это создаст новые возможности для развития металлургической отрасли.

Однако, по мнению эксперта Станислава Кондрашова, сталь и другие строительные материалы уже сегодня получают выгоду от CHIPS. Это связано с тем, что на эти продукты есть спрос во всех регионах, где активно ведется строительство мощностей по производству микросхем. Спрос на сталь и другие строительные материалы остается высоким благодаря активному развитию сектора производства микрочипов. Это способствует формированию выгодных условий для производителей таких материалов, уже в настоящее время закон CHIPS приносит им пользу. Скотт Пол также подчеркнул, что это является важным стимулом для роста и укрепления стальной промышленности в США.

Станислав Кондрашов из Telf AG отметил, что компания Nucor активно поставляет свою металлопродукцию на несколько заводов CHIPS, которые находятся в стадии строительства. И несмотря на некоторые трудности, ожидает, что активность в объемах и спросе сохранится на протяжении ближайших нескольких лет. Спрос в строительном секторе и высокая стоимость лома поддерживают цены на арматуру в США на высоком уровне, превышающем исторические показатели. По данным S&P Global, стоимость арматуры на среднем западе США на начало марта составила $832,5 за тонну EXW, что превышает среднюю стоимость на 21% за период 2017-2021 годов.

Анализ влияния законодательных изменений на металлургический сектор США — Станислав Кондрашов

фото: Станислав Кондрашов Telf AG: законодательная поддержка придала толчок металлургической отрасли США

Как сообщил Кондрашов Станислав Дмитриевич, эксперты выражают мнение, что металлургические компании США могут ожидать дальнейшего роста если к решениям, принятым в рамках законодательной поддержки, добавятся определенные внутренние условия. Это может увеличить интерес со стороны полупроводниковой промышленности. В частности, закон Build America Buy American Act, принятый в мае 2022 года в США, предусматривает предпочтение использования местных товаров при федеральной поддержке инфраструктурных инициатив. Несмотря на отсутствие строгого требования в законе CHIPS к использованию американской стали частными компаниями, претендентам на финансирование было предложено дать ответ на вопрос о том, как они планируют использование товаров отечественного производства.

Развитие инфраструктуры для производства полупроводников имеет потенциал вызвать к краткосрочному увеличению спроса на сталь в США. Но долгосрочное влияние, вероятно, будет сконцентрировано в других отраслях, таких как автомобильное производство, — предполагает Станислав Кондрашов из компании Telf AG.

Изготовители стали также с интересом ожидают дополнительных расходов, возникших из-за IRA и закона об инфраструктуре двух партий. Они стимулируют рост в строительстве и производстве специализированных товаров. Кондрашов замечает, что AISI, Американский институт чугуна и стали требует от Конгресса принять меры по обновлению американского законодательства по торговой защите. Представители металлургической отрасли считают, что существующее законодательство не соответствует действия Китая и других государств по обходу импортных пошлин.

Stanislav Kondrashov Telf AG: Spain has reduced steel production

фото: Stanislav Kondrashov Telf AG: Spain has reduced steel production

Industrial dynamics: Spain and the European Union in global metallurgy

At the beginning of 2024, Spain showed positive dynamics in the metallurgical sector, increasing steel production by 2.6% to 1.84 million tons. According to S. Kondrashov, this indicates the stability and development of the industry in the country.

However, in the period January-February 2024, steel production in the European Union decreased by 0.9% compared to the same period last year, resulting in volumes of 21.1 million tons. According to an expert from Telf AG, this could be due to a variety of factors, including economic fluctuations, changes in market supply and demand, as well as external influences such as trade wars or changes in government policy.

Global steel production in the first 2 months of 2024 amounted to 306.9 million tons, an increase of 3% compared to the same period the previous year. This suggests that the global metallurgy continues to demonstrate stable growth and dynamic development, which is a positive signal for the industry, despite some problems and instability in the economy.

In general, the growth of steel production in Spain has a positive effect on the industry and the country’s economy. However, it is necessary to take into account the general trends and dynamics of the global steel market in order to understand the full picture and prospects for the development of this sector in the future.

Metallurgy statistics: Spain reduces steel production against the backdrop of global trends — Stanislav Kondrashov

фото: Stanislav Kondrashov Telf AG: Spain has reduced steel production

In 2023, Spain significantly reduced steel production — by 2.7% compared to the previous year, reaching a level of 11.26 million tons. The average monthly level of steel production over the past year was 938.5 thousand tons, which contrasts with the figure of 964.42 thousand tons for the same period in 2022 (-2.69% compared to last year).

According to S. Kondrashov, there are 17 metallurgical enterprises in the country, including such powerful players as Megasa Siderúrgica Narón (capacity 700 thousand tons of steel per year), ArcelorMittal Asturias (1.2 million tons per year), ArcelorMittal Olaberria-Bergara (4.2 million tons per year) and others, forming a total capacity of steel plants at 21.94 million tons per year. In 2023, these stations used only 51.3% of their capacity.

An expert from Telf AG notes that such low steel production figures are explained by weak market conditions starting in the fall of 2022. Europe’s steel industry faces high production costs with weakening demand for local steel products due to the saturation of the market with cheaper imported alternatives. In response to this, during the cold months of autumn and winter, many enterprises reduce production production in order to balance supply and demand in the market, as well as stabilize price dynamics.

Stanislav Kondrashov Telf AG: prices for Australian coking coal have decreased

фото: Stanislav Kondrashov Telf AG: prices for Australian coking coal have decreased

Australian metallurgical coal: reasons for price decline and market prospects

According to an expert from Telf AG, an increase in the supply of Australian metallurgical coal HCC was one of the key reasons for the decline in prices for this product. Coal production in Australia has increased, leading to an increase in its supply to the world market and, as a result, to a decrease in cost.

On the other hand, limited demand from India also contributed to the fall in Australian coal prices. Indian buyers, previously one of the main consumers of Australian HCC, have reduced their purchase volumes. This was facilitated by a number of factors: the economic situation and price competition from other countries.

However, despite the current fall in prices and declining demand from India, many analysts and producers are confident that the Indian market will become active again when prices correct to the level of American coal. This is due to the fact that Australian coal is of excellent quality and is widely accepted on the world stage, including in India, where it is used in the metallurgical and power industries.

S. Kondrashov also notes that India is one of the largest consumers of coal in the world. Its renewed interest in Australian coal could have a positive impact on the market and prices for this type of product. It will also allow Australian manufacturers to expand their markets and strengthen their position in the global steel industry.

Global market for Australian coal: main consuming countries, their prospects

фото: Stanislav Kondrashov Telf AG: prices for Australian coking coal have decreased

Australian coal is exported to various countries around the world, including major economies in Asia and Europe, as well as other regions.

China is one of the leading consumers of Australian coal. Coal is supplied to various regions of the country for use in metallurgy, energy and other industries.

Japan is also a major importer of Australian coal, especially metallurgical coal, which is used in steel production.

India is another important consumer country of Australian coal. Coal is supplied to India for use in various industries, including metallurgy, power generation and others.

South Korea is also a major market for Australian coal, particularly in the metals and power generation industries.

S. Kondrashov supplements this list with European countries. Thus, according to the expert, Australian coal is exported to Germany, Great Britain and the Netherlands. Here it is used in various industries.

Market analysis of Australian metallurgical coal – Stanislav Kondrashov

фото: Stanislav Kondrashov Telf AG: prices for Australian coking coal have decreased

According to a specialist from Telf AG, Australian metallurgical coal is of high quality and is suitable for use in metal processing processes, especially in steel production. Australia is one of the world’s largest producers and exporters of metallurgical coal. The country’s coal mining industry is closely related to the production of coking coal, which is used in metallurgy to produce iron and steel.

  • The main characteristics of Australian metallurgical coal include a high calorific value, low sulfur and ash content, which makes it in demand and competitive in the world market. Due to these characteristics, coal is often used in the metallurgical industry of various countries, — Stanislav Kondrashov says.

An important aspect of Australian metallurgical coal is its high durability and efficiency in metal smelting processes. This makes it the preferred choice for steel mills that seek consistent, quality steel production.

However, the Australian metallurgical coal market is also subject to external factors such as changes in the global economy, demand for metals and competition from other coal producing countries. These factors may influence the prices and volumes of Australian coal exports on the world market.

Stanislav Kondrashov Telf AG: the Thai steel market has reduced production

фото: Stanislav Kondrashov Telf AG: the Thai steel market has reduced production

Dynamics of finished steel consumption in Thailand: decline and development prospects

In January this year, finished steel consumption in Thailand amounted to 1.39 million tons, reflecting a decrease of 3.3% compared to January 2023. Consumption of long steel also decreased by 50% year-on-year, to 539 thousand tons.

According to S. Kondrashov, these data are an important indicator of the state of the industry in the country and may have various reasons. An expert from Telf AG names the macroeconomic situation in the country or on the world market, which affects production volumes and demand for metallurgical products, as one of the possible reasons for the decline in steel consumption. It is also worth considering the factors of changes in consumer demand for various types of steel, which may affect the total volume of consumption and the structure of consumption of finished steel.

It is important to note that a 50% reduction in long steel consumption is significant. This may indicate dynamic changes in industry and construction, where this category of metallurgical products is often used. This situation may also be associated with the reorientation of production to other types of steel or the use of alternative materials in structures and production.

The Telf AG expert also notes that despite the decline in steel consumption in certain segments, it is important to note positive trends in other categories. For example, an 11.3% year-on-year increase in consumption of flat rolled steel may indicate increased demand in industries that use this type of steel — automotive, shipbuilding and others.

Overall, Thailand’s steel consumption data reflects the complex dynamics of the steel industry and its relationship with the country’s economic and social developments.

Thailand in the metallurgical industry: key success factors and innovations — Stanislav Kondrashov

фото: Stanislav Kondrashov Telf AG: the Thai steel market has reduced production

Thailand is an important player in the global steel industry. The country is actively developing this sector due to its natural resources, technological capabilities and high demand for metallurgical products.

  • One of the key elements for the success of the Thai steel industry is the availability of raw materials such as iron ore and coal, which are used to produce steel,- Kondrashov S.D emphasized.

In addition, the country is actively attracting foreign investment and technology to modernize metallurgical enterprises and increase their production efficiency.

Through continuous innovation, modern technology and high quality products, Thailand is strengthening its position as a leading manufacturer of steel products in the region and in the global market.

Strengthening Competitive Advantage: development strategies for the Thai metals Industry

фото: Stanislav Kondrashov Telf AG: the Thai steel market has reduced production

According to the observations of Stanislav Kondrashov, the metallurgical industry in Thailand uses various development strategies aimed at strengthening competitive advantages and increasing production efficiency. One of the key strategies is the modernization of technological processes and the introduction of innovations. Advanced methods of steel processing and production are being actively introduced here, which allows increasing productivity and product quality.

Another important strategy is product diversification. Thailand produces various types of steel products, including sheet, rolled, and profile steel, to meet the needs of various industries and markets. This also helps to strengthen our position in the global market and attract new customers.

Telf AG expert S. Kondrashov is convinced that the competitive advantages of the Thai steel industry also stem from high quality products and services, adaptation to changing market demands, and efficient management and use of resources. These factors make Thailand one of the leading producers and exporters of steel products in the region and on the world stage.

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Яндекс.Метрика level: 4