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Market Research Report

A Strategic Five Year Market Outlook for the Southeast Asian Steel and Raw Materials Industry

Published by Metal Bulletin Research Product code 312900
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A Strategic Five Year Market Outlook for the Southeast Asian Steel and Raw Materials Industry
Published: May 1, 2014 Content info:
Description

"Metal Bulletin Research contains very insightful information on the steel industry from the emerging markets. I would positively recommend Metal Bulletin Research as a unique provider of steel and raw materials market analysis and forecasts."

Metals Business Strategy, SABIC

"MBR provides valuable market intelligence such as production statistics, forecast and pricing data. I would highly recommend this report."

Akira Nozaki, General Manager, Raw Materials Dept, Sumitomo Metal Mining Co Ltd

Despite a recent slowdown, equally typical for all regional economies, Asia's importance in global manufacturing has still brought the GDP growth rate of the composing economies above the double digit threshold, making it the second most rapidly expanding region globally. The Southeast Asian economy in particular has been gaining vast momentum in terms of both current and projected steel demand. In 2010 the national economies of the member states of the Asia Pacific Economic Cooperation (APEC) saw a dramatic economic rebound fuelled by US "quantitative easing" (QE) policies further emphasized by aggressive credit-driven construction and infrastructure development programmes spurring a hike in the demand for commodities. How sustainable is this longer-term and what will this mean to the regional steel industry

The Southeast Asian construction sector is set to grow on average 6% per annum out to 2020. Indonesia, Vietnam, Philippines in particular will have their construction sectors expanding faster than any time before as a result of governmental stimulus, on-going industrialisation and the expansion of the urban population. New regional emerging markets such as Bangladesh and Myanmar are expected to post strongest growth rates in the region.

However, the spectre of global steel over-capacity we currently face, rising trade protectionism, weak steel mill profitability, and greater market uncertainty surrounding China, has meant that strategic and market intelligence for the region has never been more important than it is today.

The future direction of the Chinese steel industry, its political and economic interactions with its neighbouring markets, and the internal prospects of each of the steel industries within Southeast Asia now suddenly requires much closer examination and potential re-assessment.

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It is precisely why MBR has published this timely strategic long-term market study offering exclusive data, insights and expert support into the following:

  • New and exciting data on the region's emerging markets that steel associations under-report on
  • Up-to-date insights and perspectives into China and how this will affect Southeast Asia steel prices
  • The most accurate and independent assessment of current and future supply, demand and market prices by steel product out to 2020 for each Southeast Asian market
  • Geo-political analysis of each market and how this will determine local and regional steel industry dynamics
  • Steel investment risk profiling for each Southeast Asian market. Southeast Asian Economic Outlook: with key perspectives on China and India
  • The most detailed dissection anywhere of current and future sources of steel demand by country out to 2020
  • SWOT and market share analysis of all the key producers, strategic plans and the future supply-side picture out to 2020
  • Detailed breakdown of steel consuming sectors for each market, including construction, shipbuilding by type and automotive forecasts by vehicle type out to 2020
  • Access to our unique database of regional domestic, import and export market price assessments by product out to 2020

How has Chinese boron steel significantly altered the regional steel market

The 'Boron Steel Loophole Phenomena' has had a significant impact on the region and analysing trade and consumption patterns not being accurately captured by more conventional data associations / agencies. Since 2010 Chinese producers use boron in their carbon steel products to by-pass customs duties and make their products more price competitive

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It is precisely against this backdrop that MBR has produced a unique steel market study. This new report from MBR examines the steel and steel raw material industry in over 13 Southeast Asian countries giving you access to unprecedented on-the-ground market intelligence.

The new study, culminating in 6 months on-the-ground research, provides supply and demand balances for raw materials, long products, flat products, and provides a forecast for steel production, consumption and market prices out to 2020. It examines existing and potential producers and provides a critical analysis of likely developments in the region.

Individual product coverage for each market includes:

Raw materials /crude

  • Scrap
  • Iron ore
  • DRI/HBI
  • Crude

Flats steel products

  • Slabs
  • Plates
  • HR coil/sheets
  • CR coil/sheets
  • Galvanisedsheet/coils(HDG/ELG)
  • Tinplate
  • Colour coated

Longs steel products

  • Billets
  • Rebars
  • Merchant bars
  • Wire rods
  • Sections

We have split our analysis on a regional and by country basis:

Japan, Indonesia, South Korea, Taiwan, Australia, Malaysia, Philippines, Vietnam, Thailand, Bangladesh, Myanmar, Laos and New Zealand.

Each country is analysed on a supply and demand basis by major raw material and steel product basis.

This is provided on an historical basis from 2008-13 and forecasts for 2014 to 2020. Regional summaries are provided, as well as analysis of steelmaking costs. Chapter 15 contains historic, current and forecast prices for major steel products and raw materials.

Company SWOT analysis and profiles

  • Japan
    • Nippon Steel Sumitomo Steel Corporation (NSSMC)
    • JFE Group
    • Kobe Steel
    • Tokyo Steel Manufacturing
    • Nisshin Steel
    • Toyo Kohan
  • South Korea
    • POSCO
    • Hyundai
    • Dongkuk Steel
    • Dongbu Steel
    • SeAH Group
  • Australia
    • BlueScope
    • Arrium
  • Bangladesh
    • Bangaladesh Steel Rolling Mills
    • KYCR Coil Industries
  • Indonesia
    • Krakatau-POSCO
    • Krakatau Steel
    • The Master Steel
    • Gunung Steel
  • Malaysia
    • Lion Corp
    • Kinsteel Berhad
    • Southern Steel
    • Perwaja
    • Ann Joo Resources Berhad
  • Myanmar
    • Posco Myanmar
  • New Zealand
    • Bluescope Steel
    • Pacific Steel
  • Philippines
    • Global Steel Philippines
    • SteelAsia Manufacturing
    • Cathay Metal
  • Taiwan
    • China Steel
    • Yieh Corp
    • Chung Hung Steel
    • Tung Ho Steel Enterprise
    • Sheng Yu Steel
    • Feng Hsin Iron & Steel
  • Thailand
    • The Sahaviriya Group (SSI)
    • G Steel
    • TATA (Thailand)
    • Bangkok Steel Industry (BSI)
    • Siam United Steel
    • BlueScope Steel (Thailand)
    • Nova Steel / PM Steel
  • Vietnam
    • China Steel (Vietnam)
    • Vietnam Steel
    • ThepViet
    • Hoa Sen Group
    • POSCO: Vietnam Steel
Table of Contents
Product Code: MBR0127

Table of Contents

Executive Summary

Total regional market breakdown by product size gauges

1: Macroeconomics and steel end-user consumption analysis

For each country the study offers the following coverage:

  • Key macroeconomic indicators
    • Detailed macroeconomic forecasts and analysis out to 2020 to include GDP, industrial production, exchange rates, population demographic analysis, inflation out to 2020
  • Automotive steel consumption analysis:
    • Production facilities - key locations
    • Production capacity and output forecasts out to 2020
    • Assembly/Production facilities with product range overviews
  • Off-highway (including yellow goods) steel consumption analysis:
    • Off-vehicle production forecasts by country out to 2020
  • Construction steel consumption analysis:
    • Major infrastructure projects
    • Historic and forecast construction output split by residential, non-residential and project-based out to 2020
    • Major operating construction companies - key steel buyer database
  • Shipbuilding steel consumption analysis:
    • List of major shipyard facilities including production capacities and product ranges (e.g. size of vessels and types)
    • Detailed outlook for the shipbuilding sector out to 2020
  • Other industrial steel consumption analysis:
    • Other industrial steel consumption analysis including mechanical, pipe making, white goods

2: China's impact on the wider Southeast Asian Steel Industry out to 2020

3: Japan

  • 3.1 Economic Outlook
  • 3.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 3.2.1 Construction Sector
    • 3.2.2 Automotive
    • 3.2.3 Shipbuilding
  • 3.3 Producer capacity by product and new expansion plans
  • 3.4 Production by product
  • 3.5 SWOT analysis by major producer
  • 3.6 Major producers profiles
  • 3.7 Steel industry competitiveness and risk profile
  • 3.8 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 3.9 Steel raw materials
    • 3.9.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
    • 3.9.2 Ferrous Scrap - Trade, consumption out to 2020
  • 3.10 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 3.10.1 Billet/Bloom
    • 3.10.2 Slab
    • 3.10.3 Hot rolled plate
    • 3.10.4 Hot rolled coil
    • 3.10.5 Cold rolled coil
    • 3.10.6 Galvanized steel
    • 3.10.7 Tinplate
    • 3.10.8 Colour coated steel
    • 3.10.9 Hot rolled sections
    • 3.10.10 Rebar
    • 3.10.11 Wire rod
    • 3.10.12 Merchant Bar

4: South Korea

  • 4.1 Economic Outlook
  • 4.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 4.2.1 Construction Sector
    • 4.2.2 Automotive
    • 4.2.3 Shipbuilding
  • 4.3 Producer capacity by product and new expansion plans
  • 4.4 Production by product
  • 4.5 SWOT analysis by major producer
  • 4.6 Major producers profiles
  • 4.7 Steel industry competitiveness and risk profile
  • 4.8 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 4.9 Steel raw materials
  • 4.9.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
  • 4.9.2 Ferrous Scrap - Trade, consumption out to 2020
  • 4.10 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 4.10.1 Billet/Bloom
    • 4.10.2 Slab
    • 4.10.3 Hot rolled plate
    • 4.10.4 Hot rolled coil
    • 4.10.5 Cold rolled coil
    • 4.10.6 Galvanized steel
    • 4.10.7 Tinplate
    • 4.10.8 Colour coated steel
    • 4.10.9 Hot rolled sections
    • 4.10.10 Rebar
    • 4.10.11 Wire rod
    • 4.10.12 Merchant Bar

5: Indonesia

  • 5.1 Economic Outlook
  • 5.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 5.2.1 Construction Sector
    • 5.2.2 Automotive
    • 5.2.3 Shipbuilding
  • 5.3 Producer capacity by product and new expansion plans
  • 5.4 Production by product
  • 5.5 SWOT analysis by major producer
  • 5.6 Major producers profiles
  • 5.7 Steel industry competitiveness and risk profile
  • 5.8 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 5.9 Steel raw materials
    • 5.9.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
    • 5.9.2 Ferrous Scrap - Trade, consumption out to 2020
  • 5.10 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 5.10.1 Billet/Bloom
    • 5.10.2 Slab
    • 5.10.3 Hot rolled plate
    • 5.10.4 Hot rolled coil
    • 5.10.5 Cold rolled coil
    • 5.10.6 Galvanized steel
    • 5.10.7 Tinplate
    • 5.10.8 Colour coated steel
    • 5.10.9 Hot rolled sections
    • 5.10.10 Rebar
    • 5.10.11 Wire rod
    • 5.10.12 Merchant Bar

6: Malaysia

  • 6.1 Economic Outlook
  • 6.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 6.2.1 Construction Sector
    • 6.2.2 Automotive
  • 6.3 Producer capacity by product and new expansion plans
  • 6.4 Production by product
  • 6.5 Major producers profiles
  • 6.6 Steel industry competitiveness and risk profile
  • 6.7 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 6.8 Steel raw materials
    • 6.8.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
    • 6.8.2 Ferrous Scrap - Trade, consumption out to 2020
  • 6.9 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 6.9.1 Billet/Bloom
    • 6.9.2 Slab
    • 6.9.3 Hot rolled plate
    • 6.9.4 Hot rolled coil
    • 6.9.5 Cold rolled coil
    • 6.9.6 Galvanized steel
    • 6.9.7 Tinplate
    • 6.9.8 Colour coated steel
    • 6.9.9 Hot rolled sections
    • 6.9.10 Rebar
    • 6.9.11 Wire rod
    • 6.9.12 Merchant Bar

7: Philippines

  • 7.1 Economic Outlook
  • 7.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 7.2.1 Construction Sector
    • 7.2.2 Automotive
    • 7.2.3 Shipbuilding
  • 7.3 Producer capacity by product and new expansion plans
  • 7.4 Production by product
  • 7.5 Major producers profiles
  • 7.6 Steel industry competitiveness and risk profile
  • 7.7 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 7.8 Steel raw materials
    • 7.8.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
    • 7.8.2 Ferrous Scrap - Trade, consumption out to 2020
  • 7.9 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 7.9.1 Billet/Bloom
    • 7.9.2 Slab
    • 7.9.3 Hot rolled plate
    • 7.9.4 Hot rolled coil
    • 7.9.5 Cold rolled coil
    • 7.9.6 Galvanized steel
    • 7.9.7 Tinplate
    • 7.9.8 Colour coated steel
    • 7.9.9 Hot rolled sections
    • 7.9.10 Rebar
    • 7.9.11 Wire rod
    • 7.9.12 Merchant Bar

8: Taiwan

  • 8.1 Economic Outlook
  • 8.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 8.2.1 Construction Sector
    • 8.2.2 Automotive
  • 8.3 Producer capacity by product and new expansion plans
  • 8.4 Production by product
  • 8.5 Major producers profiles
  • 8.6 Steel industry competitiveness and risk profile
  • 8.7 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 8.8 Steel raw materials
    • 8.8.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
    • 8.8.2 Ferrous Scrap - Trade, consumption out to 2020
  • 8.9 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 8.9.1 Billet/Bloom
    • 8.9.2 Slab
    • 8.9.3 Hot rolled plate
    • 8.9.4 Hot rolled coil
    • 8.9.5 Cold rolled coil
    • 8.9.6 Galvanized steel
    • 8.9.7 Tinplate
    • 8.9.8 Colour coated steel
    • 8.9.9 Hot rolled sections
    • 8.9.10 Rebar
    • 8.9.11 Wire rod
    • 8.9.12 Merchant Bar

9: Thailand

  • 9.1 Economic Outlook
  • 9.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 9.2.1 Construction Sector
    • 9.2.2 Automotive
  • 9.3 Producer capacity by product and new expansion plans
  • 9.4 Production by product
  • 9.5 Major producers profiles
  • 9.6 Steel industry competitiveness and risk profile
  • 9.7 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 9.8 Steel raw materials
    • 9.8.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
    • 9.8.2 Ferrous Scrap - Trade, consumption out to 2020
  • 9.9 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 9.9.1 Billet/Bloom
    • 9.9.2 Slab
    • 9.9.3 Hot rolled plate
    • 9.9.4 Hot rolled coil
    • 9.9.5 Cold rolled coil
    • 9.9.6 Galvanized steel
    • 9.9.7 Tinplate
    • 9.9.8 Colour coated steel
    • 9.9.9 Hot rolled sections
    • 9.9.10 Rebar
    • 9.9.11 Wire rod
    • 9.9.12 Merchant Bar

10:Vietnam

  • 10.1 Economic Outlook
  • 10.2 Steel Consuming End-Use Sector Analysis & Outlook
    • 10.2.1 Construction Sector
    • 10.2.2 Automotive
    • 10.2.3 Shipbuilding
  • 10.3 Producer capacity by product and new expansion plans
  • 10.4 Production by product
  • 10.5 Major producers profiles
  • 10.6 Steel industry competitiveness and risk profile
  • 10.7 Steel trade protectionist actions now and pending. Relations and prospects with key trade partners
  • 10.8 Steel raw materials
    • 10.8.1 Iron Ore - Capacity, production, exports, imports, consumption out to 2020
    • 10.8.2 Ferrous Scrap - Trade, consumption out to 2020
  • 10.9 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 10.9.1 Billet/Bloom
    • 10.9.2 Slab
    • 10.9.3 Hot rolled plate
    • 10.9.4 Hot rolled coil
    • 10.9.5 Cold rolled coil
    • 10.9.6 Galvanized steel
    • 10.9.7 Tinplate
    • 10.9.8 Colour coated steel
    • 10.9.9 Hot rolled sections
    • 10.9.10 Rebar
    • 10.9.11 Wire rod
    • 10.9.12 Merchant Bar

11:Other Asian countries to include New Zealand, Bangladesh, Myanmar, Loas, and Australia

  • 11.1 Producer capacity by product and new expansion plans
  • 11.2 Production by product
  • 11.3 Major producers profiles
  • 11.4 Finished steel - Capacity, production, exports, imports and consumption (split by end-user sector) out to 2020
    • 11.4.1 Billet/Bloom
    • 11.4.2 Slab
    • 11.4.3 Hot rolled plate
    • 11.4.4 Hot rolled coil
    • 11.4.5 Cold rolled coil
    • 11.4.6 Galvanized steel
    • 11.4.7 Tinplate
    • 11.4.8 Colour coated steel
    • 11.4.9 Hot rolled sections
    • 11.4.10 Rebar
    • 11.4.11 Wire rod
    • 11.4.12 Merchant Bar

12: Steel Operating Cost and Price Forecasts out to 2020

MBR detailed core operating cost data by major steelmaker and detailed price forecasts and analysis out to 2020

13:Appendix Statistical Supplements

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