-- EU Steel demand is only forecast to start recovering from
2Q13, says Eurofer
-- Eurofer previously expected EU steel demand to start
recovering in 3Q12
-- EU steel demand to remain subdued due to weak consumer
confidence, credit issues
(adds details)
By Alex MacDonald
LONDON--European Union steel demand is expected to remain
depressed for longer than expected with a recovery now only likely
from the second quarter of 2013, the European steel association or
Eurofer, said Monday.
The association's gloomy outlook echoes comments made by other
European steelmakers such as ArcelorMittal (MT), the world's
largest steelmaker, and Austria's Voestalpine AG (VOE.IE), which
have said that the industry is suffering from excess production
capacity at a time of frail steel demand.
"Weak confidence in combination with liquidity and credit issues
is showing a negative impact on the EU business climate," said
Eurofer's Director General Gordon Moffat. "With global economic
growth currently hitting a soft patch, export growth is also
cooling down, despite the weaker euro. This is bad news for the
manufacturing sector and for steel consumption in the EU," he
added.
Eurofer expects EU apparent steel demand to drop 5% this year to
149 million metric tons compared with its previous forecast in May
for a 2.7% drop to 153 million tons. Normal demand was about 200
million tons prior to the financial crisis of 2008. The current
decline is attributed in part to lower-than-expected automotive and
construction industrial activity which account for more than half
of EU steel consumption, according to Eurofer.
The association now only expects apparent demand to start
recovering on year in the second quarter of 2013 compared to
previous expectations for a recovery starting this quarter.
"Our base case scenario is still a moderate improvement of the
business cycle in 2013 and a corresponding pick-up in real and
apparent consumption. However, confidence and access to finance
need to improve to get the market moving upward again," Mr. Moffat
said.
Europe's top three largest steelmakers, ArcelorMittal (MT), Tata
Steel Ltd. (500470.BY), and ThyssenKrupp AG (TKA.XE), are already
taking steps to curb their production capacity. The first two are
planning to only restart blast furnaces (shut in the current
quarter) if demand picks up.
EU real steel demand is also forecast to only start recovering
from the second quarter of 2013 after dropping 2.6% in 2012
compared to a 1.4% drop in its May forecast. EU real steel demand
will then rise 1.4% in 2013 compared to a previous forecast for a
1.8% rise.
On the international front, EU steel imports are forecast to
drop 23% this year due to a weaker euro against the dollar and
anemic steel demand. At the same time EU exports are forecast to
rise 3.5% for similar reasons, with North African markets,
particularly Algeria, showing greater interest in EU long steel
products.
-Write to Alex MacDonald at alex.macdonald@dowjones.com