Report Period: April 8 โ 15, 2026
Coverage: Vietnam | Philippines | Thailand | Indonesia | Malaysia
๐ 3 Core Insights
- ๐ย Vietnamโs 27.83% anti-circumvention duty on Chinese wide-width HRC takes effect April 17ย โย ๐ย The duty applies to HRC 1,880-2,300mm for 120 days, benefiting domestic mills Hoa Phat and Formosa Ha Tinh. Importers have until April 17 to clear shipments. [5โ L5-L9]
- ๐ย Severe port congestion across Southeast Asia โ Jakarta 13.4 days, Manila 8.4 days waitingย โย ๐ย Vessel diversions from the Middle East have overwhelmed regional ports, extending lead times and increasing demurrage costs. [1โ L6-L7]
- ๐ย Chinese billet CFR Southeast Asia surges 17-19% to $480-490/tย โย ๐ย Driven by Middle East freight hikes and Iranโs 13-15 million tpy capacity loss, Southeast Asia faces a 2.3 million tonnes billet supply vacuum. [2โ L5-L7]
๐ก What You Get in the Full Report
For Procurement Managers (Buyers)
- CFR price benchmarks for HRC, billet, rebar, CRC, HDG across 5 countries
- Vietnamโs 27.83% duty exemption list and alternative origin strategies (Japan, Korea, India)
- Indonesia HRC sunset review tracking (4.2-50.2% AD rates may change)
- Malaysia CRC anti-dumping provisional duties (3.86-57.9%) and retroactive risk
- Port congestion updates and freight cost modeling for Hai Phong, Manila, Jakarta, Port Klang
For Export Sales Managers (Sellers)
- China export price trends ($480-500/t FOB) vs Southeast Asia CFR benchmarks
- Trade remedy heat map โ where Chinese material faces barriers (Vietnam, Indonesia, Malaysia)
- Philippine dumping risk alert โ accelerated procurement window before new AD cases
- Thailand TISI certification requirements (mandatory, no CE/CCC substitution)
- Iran supply gap (2.3 million tonnes billet vacuum) โ export opportunities for non-Chinese suppliers
๐ฅ Ready to make smarter steel decisions in Southeast Asia?
Download the complete Southeast Asia Steel Weekly Reportย โ covering Vietnam, Philippines, Thailand, Indonesia and Malaysia with price benchmarks, trade policy alerts, port congestion tracking, and actionable buy/sell advice.
๐ง amy@amyinsights.com
๐ amyinsights.com
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