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Shanghai rebar edges off day's high as China steel output jumps again

Published 13/12/2016, 03:05 pm
© Reuters.  Shanghai rebar edges off day's high as China steel output jumps again

* China steel output grows at fastest pace since June 2014

* China industrial output, retail sales grow more than expected

* Dalian iron ore slips after hitting near 3-year peak on Monday

By Manolo Serapio Jr

MANILA, Dec 13 (Reuters) - Chinese rebar futures edged higher on Tuesday but came off session highs after data showed that output from the world's top steel producer increased at the fastest clip in more than two years last month.

China's crude steel production rose 5 percent to 66.29 million tonnes year-on-year in November, the fastest growth since June 2014. marked the ninth straight month of increases in steel output and suggested that Beijing's efforts to tackle a glut by shutting excess capacity has not stopped mills from producing more to chase rising prices.

The most-active rebar on the Shanghai Futures Exchange SRBcv1 was up 0.7 percent at 3,461 yuan ($502) a tonne by midday, but off the session's high of 3,500 yuan.

"For this year most of the capacities that have been cut or closed are non-operating capacity. Some of them have been idle for years so it won't largely impact steel output," said Richard Lu, analyst at CRU consultancy in Beijing.

Lu said the spike in steel production last month showed mills tried to keep up with rising prices. Shanghai rebar futures have surged 94 percent this year.

Rising prices of raw materials have enabled steel mills to increase their prices and pass on the cost to end-users, said Lu.

"Because of the strong market sentiment, physical traders are buying steel in hopes of making money with the price continuing to increase," he said.

Also supporting sentiment on Tuesday was upbeat Chinese data with industrial output and retail sales both growing above expectations in November. will perhaps see a production decline in December. As per our record there will be some scheduled maintenance at some very large steel mills," said Lu.

Iron ore on the Dalian Commodity Exchange DCIOcv1 was off 0.4 percent at 632 yuan a tonne, after rising as far as 643.50 yuan earlier.

The Dalian contract surged to a nearly three-year high of 657 yuan on Monday, lifting bids in the physical market and pushing the spot iron ore price further above $80 a tonne.

Iron ore for delivery to China's Qingdao port .IO62-CNO=MB jumped 2.4 percent to $83.58 a tonne, its strongest since October 2014, according to Metal Bulletin. ($1 = 6.9007 Chinese yuan)

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