📡 2026.6.10 Free Sample- Southeast Asia Steel Report

Report Period: June 3 – June 10, 2026
Coverage: Vietnam | Philippines | Thailand | Indonesia | Malaysia

This free sample contains selected highlights from the full weekly report. Full subscribers receive complete price tables, all-country coverage, policy deep-dives, port congestion data, and actionable buy/sell recommendations.

📌 Key Insights from This Week (Sample)

• 📌 Vietnam domestic HRC prices cut by $13-23/t** – Hoa Phat and Formosa Ha Tinh lowered July-August offers to **$579-589/t CFR, making Chinese HRC imports $50-60/t more expensive for standard grades. Chinese exporters lose price advantage in Vietnam.
• 📌 Indonesia tightens AD enforcement – Provisional anti-dumping duty on Wugang HRC imposed June 5. January-April HRC imports fell 30% YoY; Japan overtakes China as largest supplier.
• 📌 Malaysia CRC/CRSS AD investigations active – Provisional CRC duties 3.86-57.9% (initiated March 7, 2026). CRSS investigation launched April 14, 2026. Korean and Vietnamese CRC exporters face no duties after termination.
• 📌 Iran supply gap drives billet opportunity – Southeast Asia faces ~2.3 million tonnes billet vacuum. China billet exports surged 28.99% YoY in Q1 2026. Chinese suppliers can capture 30-40% of former Iranian market share.
• 📌 Port congestion severe across Asia – Shanghai waits up to 5 days; Jakarta 3,100 containers backlogged; Singapore/Port Klang 3-6 day delays. Plan 2-3 weeks extra lead time.

💰 Selected Price Tables (Sample)

Key takeaway: Chinese HRC remains highly competitive in Thailand ($220-230/t below local mills) but is priced out of Vietnam due to cumulative anti-dumping duties (23-28% + 27.83% anti-circumvention for wide-width).

🛡️ Selected Policy Update (Sample)

Vietnam – HRC Anti-Circumvention Duty (until August 2026)
MOIT Decision No. 612/QD-BCT imposes 27.83% provisional duty on Chinese wide-width HRC (1,880-2,300mm). Combined with existing AD, total duty reaches ~50-55%. Exemptions: carbon >0.30%, thickness ≥10mm, and specific steel grades (BW450, BS700MCK2, AG700, LG700T).

Implication for buyers: Source wide-width HRC from Japan, Korea, or India. Domestic Vietnamese HRC is now $50-60/t cheaper than Chinese imports.

💡 Actionable Advice (Sample)

For Procurement Managers
✅ Avoid Chinese HRC for Vietnam – Use domestic Hoa Phat/Formosa or Japanese/Korean origins.
✅ Secure billet for Philippines – $495-500/t CFR Manila remains competitive; supply tightens due to Iran gap.
⚠️ Add 2-3 weeks to delivery schedules – Port congestion at Jakarta, Singapore, Port Klang.

For Export Sales Managers
✅ Fill Iran‘s billet gap – Quote CFR Indonesia, Philippines, Vietnam for billet/slab.
👀 Target Thailand aggressively – Chinese HRC $220-230/t below local mills; help buyers with TISI certification.
⏳ Pause CRC quotes to Malaysia – Retroactive AD risk; await preliminary determinations.

🔮 What You Get in the Full Report

• Complete price tables for all 7 product categories (billet, rebar, HRC, CRC, HDG, carbon steel pipe, stainless steel, CRGO) across 5 countries
• Port congestion dashboard with waiting times for 6 major ports
• Currency & FX risk analysis with quantitative landed cost impact
• Policy & compliance matrix – AD duties, certifications, import requirements
• Supply & inventory dynamics – China, Vietnam, Philippines, Thailand, Indonesia, Malaysia
• Scenario planning – Vietnam HRC duty decision (August 2026)
• Forward calendar – Key dates next 30 days

Disclaimer: This free sample is for illustrative purposes only. Data reflects the week of June 3-10, 2026. Full subscribers receive verified, up-to-date intelligence.

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