This free sample offers a curated look at a week of sharp reversals and new policy certainty. Subscribers receive the full report, including complete price tables, landed cost calculations under the extended quota system, and a detailed Product Substitution Matrix for all blocked Chinese products.

📌 Sample Core Insights (Excerpt)

📌 China HRC FOB Rebounds Sharply on Pre‑Holiday Restocking – June 9, 2026 – ▲▲ – Chinese HRC offers jumped to $520–525/t FOB**, a **$22–23/t weekly gain, as domestic futures rallied on infrastructure stimulus signals and buyers restocked ahead of the Dragon Boat Festival. [Source: Mysteel]

📌 Brazil Extends Steel Import Quota System Through June 2027 – June 3, 2026 – ▲ – GECEX extended quotas for 19 product categories, set within‑quota duties at 10–16% and maintained the 25% above‑quota rate. Coated steel quotas were increased 15% to prevent double protection with existing AD duties. [Source: GECEX, Metalsinfo]

📌 Santos Port Backlog Hits 120 Vessels After Strike – June 4–9, 2026 – 🔴 – The June 3 nationwide stevedore strike left Santos with a 120‑vessel queue, average waits of 5 days, and shipping lines imposing 15–30% Latin America surcharges. Inland trucking costs rose over 20%. Recovery is expected to take one to two weeks. [Source: SOHU, E‑PORTS]

📌 CSN Signals Further Domestic HRC Price Increase – Early June 2026 – ▲ – With Chinese HRC structurally excluded by definitive AD duties, CSN sees the current domestic‑versus‑import premium at 8–10% and is considering another 5–8% increase this quarter. Brazilian domestic HRC is now assessed at the equivalent of $1,080–1,120/t. [Source: Industry data]

Full report includes 6–8 core insights with detailed analysis.

💰 Sample Price & Trend Comparison (Partial View)

Product	Market	This Week (Jun 3–10)	WoW Change (vs May 27–Jun 3)	Key Driver
China HRC (SAE1006, 2mm) FOB	🇨🇳 China	$520–525/t	▲ +$22–23/t	Pre‑holiday restocking; domestic stimulus rally
China Billet (3SP, 150mm) FOB	🇨🇳 China	$474–475/t	⏸️ Stable	Moderate SE Asian demand; tight spread vs Indonesia
Brazil Domestic HRC (ex‑works)	🇧🇷 Brazil	BRL 5,600–5,800/t (~$1,080–1,120/t)	▲▲	CSN signaling further 5–8% increase
BDI (Baltic Dry Index)	🌍 Global	2,818	▼ 5.9%	Eighth consecutive daily decline; Capesize demand cooling
USD/BRL	🇧🇷 Brazil	5.18	▲ +3.3%	BRL weaker; increases local‑currency import costs

Subscribers receive complete tables for all eight products across five South American markets.

🛡️ Sample Supply Chain & Policy Update (Excerpt)

Quota Extension Through 2027 Removes the Cliff‑Edge Risk

The GECEX decision to extend the steel import quota regime through June 2027 is the most consequential policy move since the HRC anti‑dumping ruling. For 19 product categories, within‑quota tariffs remain at 10–16% and above‑quota volumes at 25%. A targeted 15% increase in coated steel quotas balances AD protection with continued market access. For procurement managers, this provides 12‑plus months of import‑planning certainty. For export sales managers, it confirms that Brazil will remain a quota‑managed market rather than a fully closed one for non‑Chinese flat products. The immediate logistics crisis at Santos, however, overrides any policy benefit in the near term, with vessel backlogs of 120 ships and freight surcharges of 15–30% inflating landed costs.

Full report includes a detailed Product Substitution Matrix mapping every blocked Chinese product to alternative origins with standards, specifications, and end‑user applications.

💡 Sample Actionable Advice (Preview)

For Procurement Managers	For Export Sales Managers
✅ Use quota certainty to negotiate long‑term contracts with Japanese and Korean HRC suppliers – 12‑month policy visibility allows Q3/Q4 planning.	✅ Lock in the current HRC export rebound at $520–525/t FOB – Pre‑holiday restocking is a temporary catalyst; post‑holiday softening is a real risk.
⚠️ Budget for 5‑day Santos waits and 15–30% shipping surcharges – The 120‑vessel backlog will take 1–2 weeks to clear.	👀 Redirect Chinese HRC toward Argentina and Peru – Brazil is structurally closed for Chinese HRC; these open markets offer strong demand growth.

The full report contains six tailored action items for each audience, with specific rationales and target markets.

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