by Novostok
Bonjour Charles
Your pricing intelligence · Week 41
M&Msby Novostok Pricing IntelligenceWeek 41 · 2026 · Charles
Cost pressure · overall
Orange
Pressure developing. Prepare a targeted increase.
01

Price recommendations · this week

As of 2026-10-05
Product familyRecommendationConfidenceStickiness of the trend
Pre-painted galvanized Increase +4 to 6% 72% StickyExpected to hold 8 to 12 weeksDemo
Galvanized Hold 58% ModerateExpected to hold 4 to 8 weeksDemo
Galvalume (Al-Zn) Hold 61% ModerateExpected to hold 4 to 8 weeksDemo
Aluminum Watch +2 to 3% 45% TransitoryMay reverse within 2 to 4 weeksDemo
Tariff assumption: Current duties holdTrack record: none yet (starts with the first approved report)

Why this week

What drove this week's recommendations, from any section below

Coated-steel benchmarks kept rising and the Canadian dollar slipped, so pre-painted coil bought in USD costs more at the next replenishment. US import BOLs show galvanized arrivals falling sharply while pre-painted is stable. Quebec competitors were quiet. No tariff change this week.

06 Raw materialsPre-painted galvanized benchmark up 7.9% over 3 months.Demo
05 FXCAD down 1.9% against the USD over 3 months, so USD-priced coil costs more.Demo
04 Imports & distributorsUS import BOLs, last 3 months vs prior 3: pre-painted -2%, galvanized -41%, galvalume / al-zn -3%. Context only, never a trigger on its own.Real data
03 CompetitorsNo price move seen from Quebec competitors this week.Demo
07 TariffsNo change. Recommendations assume current duties hold.Demo
02

What would change this in the coming weeks

Watched automatically; thresholds configurable, not yet set
03

Direct competitors

Only what changed this week
Alnordica / Moulures 2000QuébecDemoNew product page detected on website.
Products[To research]Recent price movesUnknownKnown suppliersUnknown News and announcementsNone tracked yetSources watchedWebsite, price lists, press, job postingsLast intelligence updateNone yet
Pro-MétalQuébecDemoNo relevant change this week.
Products[To research]Recent price movesUnknownKnown suppliersUnknown News and announcementsNone tracked yetSources watchedWebsite, price lists, press, job postingsLast intelligence updateNone yet
Pliage DCQuébecDemoNo relevant change this week.
Products[To research]Recent price movesUnknownKnown suppliersUnknown News and announcementsNone tracked yetSources watchedWebsite, price lists, press, job postingsLast intelligence updateNone yet
Pliage Bois-FrancsQuébecDemoNo relevant change this week.
Products[To research]Recent price movesUnknownKnown suppliersUnknown News and announcementsNone tracked yetSources watchedWebsite, price lists, press, job postingsLast intelligence updateNone yet
Pliages NovaQuébecDemoNo relevant change this week.
Products[To research]Recent price movesUnknownKnown suppliersUnknown News and announcementsNone tracked yetSources watchedWebsite, price lists, press, job postingsLast intelligence updateNone yet
04

Imports & distributors

Who ships coated steel into the US, what changed, and news on the main distributorsReal data

Pre-painted

HS 7210.70
→Import momentum −2% 3 mo vs prior 3
Nov 25observed tonnes / monthSep 26*
3M trendstable Main sourcing regionAsia 93% Supplier concentrationLOW Importer concentrationLOW Abnormal importer activity6 New supplier relationships13 Trade-flow signalObserved · not weighted
Jul 2026–Sep 2026: 149.6 kt observed vs 152.5 kt in the prior three months (-2%).No shipper-country shift of 10 pp or more between the last 3 and prior 3 months.6 importer(s) took ≥2× their own recent monthly average: Dongkuk International Inc, Dongkuk Steel Mexico SA de CV, KG Steel USA Inc and 3 more. Investigation triggers, not conclusions.
Countries, producers, importers, evidence

Countries

Shipper country is not certified origin.

South Korea68%shipper country
Taiwan19%shipper country
China4%shipper country
Vietnam1%shipper country
Colombia1%shipper country
Spain1%shipper country

Producers

Mill identified for 64% of weight; otherwise the shipper.

Dongkuk Coated Metal Co Ltd27%producer
KG Dongbu Steel Co Ltd11%producer
Yieh Phui Enterprise Co Ltd8%producer
Soon Hong Trade Co Ltd8%trader
POSCO International Corp7%trader
Sheng Yu Steel Co Ltd5%producer

Importers

Genuine consignees only. Not a list of suppliers able to serve Multi-Moulures.

Dongkuk International Inc25%importer
Cascadia Metals Ltd11%distributor
KG Steel USA Inc10%importer
POSCO International America Corp9%importer
Pusan Pipe America Inc4%distributor
Dongkuk Steel Mexico SA de CV4%manufacturer

Evidence

Candidate events for investigation. None carries an explanation yet.

Dongkuk International Inc (importer) received 19,596 t in 2026-09, 2.5x its trailing 6-month mean of 7,706 t122 BOLAbnormal import activity · 2026-09 · e.g. ONEYSELGE6865A01, POBUPUSTPA265014, POBUPUSTPA265018
KG Steel USA Inc (importer) received 6,221 t in 2026-09, 2.6x its trailing 6-month mean of 2,422 t42 BOLAbnormal import activity · 2026-09 · e.g. POBUPUSTPA265007, POBUPUSVAN267099, POBUICHVAN267100
Pusan Pipe America Inc (importer) received 3,554 t in 2026-09, 2.5x its trailing 6-month mean of 1,417 t13 BOLAbnormal import activity · 2026-09 · e.g. SGGHKSHT2608802, SGGHKSHT2608804, SGGHKSHT2608806
Yieh Phui Enterprise Co Ltd (upstream) received 8,528 t in 2026-09, 2.8x its trailing 6-month mean of 3,036 t58 BOLAbnormal import activity · 2026-09 · e.g. POBUKHHTPA260601, POBUKHHTPA260600, SKSMKHHUG2001200
Sheng Yu Steel Co Ltd (upstream) received 5,560 t in 2026-09, 2.3x its trailing 6-month mean of 2,396 t38 BOLAbnormal import activity · 2026-09 · e.g. SKSMKHHUG2002600, SKSMKHHUG2006000, SKSMKHHUG2001900
Prosperity Tieh Enterprise Co Ltd (upstream) received 6,946 t in 2026-09, 4.6x its trailing 6-month mean of 1,522 t28 BOLAbnormal import activity · 2026-09 · e.g. SKSMKHHUG2000800, SKSMKHHUG2003400, SKSMKHHUG2007000
Source: ImportYeti US import BOLs, 4,093 of 4,516 rows accepted. *Sep 26 provisional. US data only, not Canadian supply.

Galvanized

HS 7210.49
↓Import momentum −41% 3 mo vs prior 3
Nov 25observed tonnes / monthSep 26*
3M trendweakening Main sourcing regionAsia 74% Supplier concentrationLOW Importer concentrationLOW Abnormal importer activity1 New supplier relationships5 Trade-flow signalObserved · not weighted
Jul 2026–Sep 2026: 17.1 kt observed vs 29.2 kt in the prior three months (-41%).Shipper-country shifts: Pakistan +24 pp; South Korea -16 pp (last 3 vs prior 3 months).1 importer(s) took ≥2× their own recent monthly average: Cascadia Metals Ltd. Investigation triggers, not conclusions.
Countries, producers, importers, evidence

Countries

Shipper country is not certified origin.

South Korea34%shipper country
United Arab Emirates17%shipper country
Pakistan10%shipper country
Vietnam10%shipper country
China5%shipper country
Thailand5%shipper country

Producers

Mill identified for 68% of weight; otherwise the shipper.

Hyundai Steel Company19%producer
Al Ghurair Iron & Steel LLC17%producer
International Steels Limited11%producer
Mitsui & Co Korea Ltd6%trader
KG Dongbu Steel Co Ltd5%producer
Yieh Phui Enterprise Co Ltd4%producer

Importers

Genuine consignees only. Not a list of suppliers able to serve Multi-Moulures.

Hyundai Steel America Company Inc21%importer
Optima Steel International LLC17%trader
Cascadia Metals Ltd10%distributor
Steel Technologies de Mexico7%distributor
Amalgamated Trade Ltd7%trader
A Summit Global Trade4%trader

Evidence

Candidate events for investigation. None carries an explanation yet.

South Korea share of shipper-country weight fell 16 pp (last 3 vs prior 3 complete months)78 BOLSourcing shift · 2026-09 · e.g. POBUPUSTPA265016, POBUPTKVAN266013, ONEYSELGF8907500
Pakistan share of shipper-country weight rose 24 pp (last 3 vs prior 3 complete months)47 BOLSourcing shift · 2026-09 · e.g. MEDUP6269138, MEDUP6268866, CMDUAKI0647169
JFE Shoji America: main source changed from International Steels Limited (68% of prior 6 months) to Hyundai Steel Company (100% of last 3 months)6 BOLImporter switch · 2026-09 · e.g. POBUPTKLAX265097, POBUPTKLAX265098, POBUPTKLAX265094
Cascadia Metals Ltd: main source changed from KG Dongbu Steel Co Ltd (64% of prior 6 months) to Aisha Steel Mills Limited (75% of last 3 months)26 BOLImporter switch · 2026-09 · e.g. SSBFCL655PTN0005, SSBFCL655PTN0006, MEDUP618382A
Amalgamated Trade Ltd: main source changed from Yieh Phui Enterprise Co Ltd (45% of prior 6 months) to POSCO Coated Steel (Thailand) (100% of last 3 months)21 BOLImporter switch · 2026-09 · e.g. OSTILHVAN2605312, OSTILHVAN2605126, OSTITPVAN2655326
Sti Construction Inc: main source changed from Tianjin ArcelorMittal Steel Trade (80% of prior 6 months) to Atakas Celik Sanayi Ve Ticaret A S (52% of last 3 months)13 BOLImporter switch · 2026-09 · e.g. KYAG2608019691, TXSLHF000085, TXSLHF000084
Source: ImportYeti US import BOLs, 639 of 727 rows accepted. *Sep 26 provisional. US data only, not Canadian supply.

Galvalume / Al-Zn

HS 7210.61
→Import momentum −3% 3 mo vs prior 3
Nov 25observed tonnes / monthSep 26*
3M trendstable Main sourcing regionAsia 86% Supplier concentrationLOW Importer concentrationLOW Abnormal importer activity0 New supplier relationships2 Trade-flow signalObserved · not weighted
Jul 2026–Sep 2026: 8.8 kt observed vs 9.0 kt in the prior three months (-3%).Shipper-country shifts: Indonesia -33 pp; Mexico -27 pp (last 3 vs prior 3 months).Small sample (145 accepted BOLs in 12 months): monthly moves are noisy.
Countries, producers, importers, evidence

Countries

Shipper country is not certified origin.

South Korea31%shipper country
Indonesia19%shipper country
Vietnam15%shipper country
India11%shipper country
Mexico10%shipper country
Taiwan10%shipper country

Producers

Mill identified for 83% of weight; otherwise the shipper.

KG Dongbu Steel Co Ltd19%producer
PT Tatametal Lestari16%producer
Nam Kim Steel JSC15%producer
Ternium Mexico SA de CV10%producer
JSW Steel Coated Products Ltd9%producer
Ajusteel Co Ltd5%producer

Importers

Genuine consignees only. Not a list of suppliers able to serve Multi-Moulures.

Cascadia Metals Ltd21%distributor
Koop Sheet Metal17%unknown
JFE Shoji America15%trader
Solucoes Em Aco11%unknown
Amalgamated Trade Ltd4%trader
Arsa Sistemas Metalicos4%unknown

Evidence

Candidate events for investigation. None carries an explanation yet.

Indonesia share of shipper-country weight fell 33 pp (last 3 vs prior 3 complete months)27 BOLSourcing shift · 2026-09 · e.g. MAEU270963561, MAEU270901410, MEDURQ792901
Mexico share of shipper-country weight fell 27 pp (last 3 vs prior 3 complete months)4 BOLSourcing shift · 2026-09 · e.g. DMALJKTA80689, DMALJKTA80690, HLCUME3260654903
South Korea share of shipper-country weight rose 14 pp (last 3 vs prior 3 complete months)28 BOLSourcing shift · 2026-09 · e.g. CMDUSEL2122094, CMDUSEL2122183, CMDUSEL2123151
Nam Kim Steel JSC -> Koop Sheet Metal: first seen 2026-08, 3,840 t in 1 BOL(s) (upstream also new to this series)1 BOLNew supplier relationship · 2026-08 · e.g. HCPP26189PMBC01
Ajusteel Co Ltd -> Aju Steel USA Inc: first seen 2026-07, 300 t in 1 BOL(s)1 BOLNew supplier relationship · 2026-07 · e.g. POBUPUSESE260020
PT Tatametal Lestari (upstream) received 2,100 t in 2026-06, 8.6x its trailing 6-month mean of 245 t10 BOLAbnormal import activity · 2026-06 · e.g. MAEU270293307, MAEU270293040, MAEU269576527
Source: ImportYeti US import BOLs, 145 of 167 rows accepted. *Sep 26 provisional. US data only, not Canadian supply.

Charles's distributors

Ideal RoofingDemoCoil price-change notice detected.
Imports fromUnknown (needs Canadian data)Change in import patternUnknownUpstream millsUnknown Company newsNone tracked yetOwnership / group[To research]Last intelligence updateNone yet
Agway MetalsDemoNo relevant change this week.
Imports fromUnknown (needs Canadian data)Change in import patternUnknownUpstream millsUnknown Company newsNone tracked yetOwnership / group[To research]Last intelligence updateNone yet
Entreprise Michel DeschampsDemoNo relevant change this week.
Imports fromUnknown (needs Canadian data)Change in import patternUnknownUpstream millsUnknown Company newsNone tracked yetOwnership / group[To research]Last intelligence updateNone yet
Acier LorencoDemoLead time on coated coil lengthening.
Imports fromUnknown (needs Canadian data)Change in import patternUnknownUpstream millsUnknown Company newsNone tracked yetOwnership / group[To research]Last intelligence updateNone yet
Color SteelsDemoNo relevant change this week.
Imports fromUnknown (needs Canadian data)Change in import patternUnknownUpstream millsUnknown Company newsNone tracked yetOwnership / group[To research]Last intelligence updateNone yet
05

FX that matters

Currencies Charles buys in

CAD / USD

0.7312Demo
1W −0.3% 1M −1.2% 3M −1.9% 12M −0.6%
Each 1% fall in the CAD adds about 1% to the CAD cost of coil bought in USD.

CAD / EUR

0.6421Demo
1W +0.1% 1M −0.5% 3M −2.4% 12M −3.1%
Matters only for coil bought in EUR. [Share of purchases in EUR to confirm.]
06

Global raw-material prices

Benchmarks behind Charles's coil costsDemo
Material12MCurrentUnit1W1M3M12M
Hot-rolled coil (HRC)Steel benchmark 812USD/st +0.6%+2.1%+4.8%−6.2%
Galvanized steelCoated steel 1,046USD/st +0.8%+2.7%+6.1%−1.4%
Pre-painted galvanizedCoated steel 1,388USD/st +1.1%+3.4%+7.9%+2.6%
Galvalume (Al-Zn)Coated steel 1,172USD/st +0.4%+2.2%+5.0%−0.8%
AluminumNon-ferrous 2,512USD/t −0.7%+1.3%+3.9%+8.4%
ZincNon-ferrous 2,786USD/t −1.2%−0.4%+2.2%+5.1%
Source: [free price source, pending network access].
07

Tariffs & trade policy

US–Canada and others, on Charles's HS codesNo change this week

In force

[US duties on Canadian steel to source]Applies to: [HS codes] · Since: [date]
[Canadian counter-measures on US steel to source]Applies to: [HS codes] · Since: [date]

Proposed or under review

[Pending measures to source]Status and likely effect on landed cost

Next decision dates

[Date] · [Decision]Scenario effect on landed cost in CAD: [to compute]
When a tariff changes, or a decision date comes close, it appears in "Why this week" and in "What would change this". This section stays here.
08

Main drivers

The forces behind what we observe above

Supply

↑
Mill output, import volumes and lead times. [Analysis placeholder] Shows up in: 04 Imports & distributors, 06 Raw materials

Demand

→
Construction and renovation season in Quebec and Canada. [Analysis placeholder] Shows up in: 03 Competitors

Input costs

↑
Iron ore, scrap, zinc and aluminum feeding coated-steel prices. [Analysis placeholder] Shows up in: 06 Raw materials

Policy & currency

↑
Tariffs and the CAD exchange rate. [Analysis placeholder] Shows up in: 05 FX, 07 Tariffs