Forecasts and Latest on Premiums (May 9, 2023)

 

1. ALERT! – US MW PREMIUM. WEAKENS FURTHER: Spot MW premium falls to… cent/lb (From May 5).

2. ALERT! – US BILLET. Q1 EXTRUSION DEMAND: LOWEST SINCE 2014: US spot billet premium reaches… cent/b, contract 2023 premiums at… cent/lb (From May 5).

3. ALERT! – EUROPE PFA. BREWING DEMAND CHALLENGE: PFA demand in Europe strengthening, but long-term demand headwinds emerging (From May 5).

4. ALERT! – EUROPEAN BILLET. UNCERTAIN DEMAND: Demand uncertainty is weighing on Q3 billet contractual negotiations (From May 5). Q3 contractual premium range is now between $… per mton. Spot premiums unchanged for the seventh straight week and trading at a discount to Q3. To see our full European Billet Market Intel and Premiums assessment, please subscribe to HARBOR’s specialized European Billet Intelligence Report.

 

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