On the afternoon of May 28, the stainless steel leader in Taiwan, China opened its June stainless steel plate prices.Among them, the sales of 304 units have risen by 12,000 yuan per ton (New Taiwan dollar), and the 430 series rose 6,000 yuan per ton, and the 316L price has risen by 2,000 yuan per ton; the export 304 is rising $ 400 ~ $ 450 per ton, 430 is ton.150 ~ 200 US dollars, 316L At the price of $ 60 per ton.联 said that the price increase is mainly because: nickel, chromium and scrap steel and other protocols high price; Indonesian Qingshan May Rolling stainless steel export offer has nearly 300 US dollars per metric ton; Europe and the United StatesIncreased, the market is about to completely solving, and actively promoting various basic construction, driving steel demand, and the upstream and downstream of stainless steel in Taiwan have recently been fully loaded.
The EU carbon tariff policy is expected to be implemented since 2023 will bring major challenges to companies with high greenhouse gas emissions. Boston Consulting Recently Reported \”How to Subvert the World Trade\” in the European Common Tarification of EU pointed out that EU carbon tariffs will affect the competitive advantage of exporting EU companies, and change the market competition pattern of multiple industries. The report believes that the effect of EU carbon tariffs on different industries depends primarily on two factors: carbon emissions intensity and trade strength. Greenhouse gas effect is an important factor that leads to global warming and other harmful environmental changes, and carbon emissions reflect the relative law of greenhouse gas emissions in different industries, and measure the equivalent of the carbon dioxide emission equivalent. Trade intensity reflects the size of commodity import and export trade. The trade strength of producing raw materials is much higher than that of metal products, heavy machinery, and other goods, and merchandise such as metal products, heavy machinery. Reporting believes that coke, petroleum refining products, mining and quarry are the most direct affected by carbon tariffs. Carbon emissions and trade intensities in these areas are high. In the European Union, 85% of the 44 industries that need to be reduced carbon, 85% are related to materials, energy, and industrial production processes. The report pointed out that the carbon tariff will directly affect the competitiveness of the enterprise. If these companies cannot quickly adapt to new policies by reducing carbon footprints, they may lose market share, which is replaced by other EU companies or other companies with other carbon efficiency. Since some European companies have undertake high expenditure costs for more environmentally friendly production technology, they have more than 10 years of understanding, managing carbon emissions, they may have a strongest competitiveness in the local market. It seems that greenhouse gas emission reduction technology, process and strategy may turn into its advantages. Non-EU companies facing extremely carbon emissions need to quickly build such capabilities, and catch up with the head to keep the competitiveness in the European market. This is especially important for companies in emerging markets because their competitiveness is mainly from lower labor costs and environmental compliance costs, and these advantages will weaken because of carbon tariffs. The report suggests that enterprises CEOs should consider the following related initiatives to deal with the impact of EU carbon tariffs: assess the risk exposure, understand their own carbon emissions, to the EU competitors, establish corresponding accounting and reporting ability; Carbon pricing, by tracking carbon pricing, measuring carbon prices on products and other related costs, and incorporate information into management cost accounting report; preparing instruction manuals, more flexible management of supply chains, understanding the internal mining Row line, clear and specific road map. (Economic Daily)