Iron and Steel Industry Report

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PHILIPPINES

Iron and Steel Industry Report

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 3 3 34 56

I II III

1. 2. 3. 4. 5.

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Malaysian Steel Industry

I

58 71

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 #EK 1 #EK 2 #EK 3 #EK 4 #EK 5 #EK 6 #EK 7 #EK 8 #EK 9 #EK 10 #EK 11 #EK 12 #EK 13

 E CกกXY ""Y  : F ก!กกกXY ""Y  "ก#ก"#XY ""Y  " >ก?ก#  "5#![ XY ""Y  ? "\ 2008 C! ก?ก#  ? ก![ XY ""Y  ? "\ 2008 C! ก?ก4! EC  C (HRC) ? ก![ XY ""Y  ? "\ 2008 C! ก?ก4!   (HRP) ? ก![ XY ""Y  "\ 2008 C! ก?ก4! EC  (CRC) ? ก![ XY ""Y  ? "\ 2008 C! ก?ก4! `กE (Galvanized) ? ก![  XY ""Y  ? "\ 2008 C! ก?ก4! `CEก (Tinplate) ? ก![ XY ""Y  ? "\ 2008 C! ก?ก4! `` K [ (Other Coated) ? ก![  XY ""Y  ? "\ 2008 C! ก?ก# ? ก![ XY ""Y  ? "\ 2008 C! ก?4 5>f ก? ก![ XY ""Y  ? "\ 2008

Malaysian Steel Industry

II

5 35 39 41 42 45 46 47 48 49 49 49 50

ก   กกกก  กกก!"#$#

  

 "#EK 1 "#EK 2 "#EK 3 "#EK 4 "#EK 5 "#EK 6 "#EK 7 "#EK 8 "#EK 9 "#EK 10 "#EK 11 "#EK 12 "#EK 13 "#EK 14 "#EK 15 "#EK 16 "#EK 17 "#EK 18 "#EK 19 "#EK 20 "#EK 21 "#EK 22 "#EK 23 "#EK 24 "#EK 25 "#EK 26 "#EK 27 "#EK 28 "#EK 29

ก   4 5>f   "#XY ""Y  ! "ก ก F!ก"#XY" "Y  C!  !ก กก# "#XY ""Y  " >ก Fก6 กXY ""Y  "\ 2004-2008 " >ก4  59กXY ""Y  "\ 2005-2008 " >ก F9กXY ""Y  "\ 2004-2008 " >ก!ก9กXY" "Y  "\ 2004-2008 " >ก FX C XY ""Y  "\ 2003-2008 " >ก!กX  C XY ""Y  "\ 2003-2008 " >ก4  594 5>f กกKF;"XY ""Y  "\ 2003-2008 " >ก4  5 XY ""Y  "\ 2003-2008 " >ก F XY" "Y  "\ 2003-2008 " >ก!ก9กXY" "Y  "\ 2005-2008 " >ก 5กF;"XY ""Y  "\ 2003-2008 " >ก4 ก 5ก XY ""Y  "\ 2003-2008 " >ก4 ก 5ก CXY ""Y  "\ 2003-2008 " >ก4 ก 5ก"6>XY ""Y  "\ 2003-2008 " >ก4 ก 5ก4!  XY ""Y  "\ 2004-2008 " >ก4 ก 5ก4! EC  C XY" "Y  "\ 2003-2008 " >ก4 ก 5ก4! EC  XY ""Y  "\ 2003-2008 " >ก4 ก 5ก4! `กEXY ""Y  "\ 2004-2008 " >ก4 ก 5ก4! `CEกE ก$gC  XY ""Y  "\ 2003-2008 " >ก4 ก 5ก4! ``K [XY ""Y  "\ 2005-2008 " >ก Fก XY ""Y  "\ 2004-2008 " >ก!กก XY ""Y  "\ 2005-2008 " >ก Fก CXY ""Y  "\ 2003-2008 " >ก Fก"6>XY ""Y  "\ 2003-2008 " >ก!กก"6>XY ""Y  "\ 2005-2008 " >ก Fก4!  XY ""Y  "\ 2004-2008

Malaysian Steel Industry

III

1 2 3 6 7 7 8 9 9 10 11 12 12 13 14 15 15 16 17 17 18 19 19 20 21 21 22 23 23

ก   กกกก  กกก!"#$#

"#EK 30 "#EK 31 "#EK 32 "#EK 33 "#EK 34 "#EK 35 "#EK 36 "#EK 37 "#EK 38 "#EK 39 "#EK 40 "#EK 41 "#EK 42 "#EK 43 "#EK 44 "#EK 45 "#EK 46 "#EK 47 "#EK 48 "#EK 49 "#EK 50 "#EK 51 "#EK 52

" >ก Fก4! EC  C XY ""Y  "\ 2003-2008 " >ก!กก4! EC  C XY ""Y  "\ 2006-2008 " >ก Fก4! EC  XY ""Y  "\ 2003-2008 " >ก!กก4! EC  XY ""Y  "\ 2004-2008 " >ก Fก4! `กEXY ""Y  "\ 2004-2008 " >ก!กก4! `กEXY ""Y  "\ 2003-2008 " >ก Fก4! `CEกE ก$gC XY ""Y  "\ 20032008 " >ก Fก4! ``K [XY ""Y  "\ 2005-2008 " >ก!กก4! ``K [XY ""Y  "\ 2005-2008 ! "ก4 5>f   XY ""Y  C! ก 5ก ก! `K? "\ 2008 " >ก 5กF;"XY ""Y  "\ 2003-2008 4 5>f   "#? 5กก!XY ""Y  "\ 1996-2008 6`i #EK 3!กก!5ก XY ""Y  "\ 1996-2008 C Eกก! `KXY ""Y  ? "\ 2000-2008 C! ก?ก#  "5#![ XY ""Y  "\ 1999-2008 C! ก?ก# "5#![ XY ""Y  "\ 2004-2008 " >ก Fก4! EC  CกCกC` iF  ? "\ 2000-2008 C Eก4 ก`K;กก`K?$XXj #E ก"\ 2000 " >ก!กกF;"กกKF;" $# $" XY ""Y  "\ 2002-2009 " >ก!ก $# ก!ก$" XY ""Y  "\ 2002-2009 " >ก F"#XY ""Y  "\ 2002-2008 " >ก F"#XY ""Y  "\ 2002-2008 " >ก4  5 XY ""Y  "\ 2003-2008

Malaysian Steel Industry

IV

24 25 25 26 26 27 28 28 29 30 31 32 32 33 40 43 44 46 52 53 54 54 55

ก   กกกก  กกก!"#$#

&9%:&;ก ;?> !D "C:: 4,000

400 3,507 3,374

350

3,500

3,127 2,935

3,000

2,764

53.5%

31.6%

14.9%

2007

54.2%

31.6%

14.2%

2006

54.2%

31.7%

14.2%

2,578 2,311

2,360

2,455

2,500 2,000 317

299

250

231

211

197

100

185

150

272

200

1,500

USD per Capita

250

178

Unit: Billion USD

300

2008

2000

52.0%

32.3%

15.8%

1,000 500

50

1990

43.6%

34.5%

21.9%

0

0 2000 2001

2002 2003 2004 2005 2006 GDP at PPP

2007 2008

0%

20% Services Sector

GDP per capita at PPP

40%

60%

Industry Sector

80%

100%

Agriculture Sector

 1: ก !  "  #$$%&! '"&(%"ก)   : Asian Development Bank

"5 2000 "J   KK   " 89 ""9  $FL ?I ! E? :ก 178 L  > ? 7.5% RF> ก F! KK   !"ก89 ""9  ก$FL ?I :ก 2,316 > ? 5.3% !  !$กF! KK   !"ก89 ""9  89 ""9  E !?Gก E?"> #> ก $# #>? 8,000 > ? $FFก 4.8 L  > ? 4.0% ก!ก#F K HRX #>?#G:ก#F 2.7% K HRX "9>  2.5% 30

5

20.9 15.3

14.5

14.6

20.1

21

21.2 16.7

19.7 16.8

19.1 17.7

17.1 19

21.2

14.3 18.8

12.4 20.3

14.2 24.8

10

14.6 24

15

17.3

20

14.5 22.5

Unit: % of GDP

25

0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Saving

Domestic Capital Formation

 3: ก '"ก:%"  #$$%&!   : Asian Development Bank

ก! ก F กY;=ก :"#L  "9  "J >ก"# ?#>?>กก E :ก!"# LE?# D "# #GD"C:: "#""CI !"##>?>:G ก #GD =>HKกL Z : $!Fก# H D "#$F D >กF  ? ก Philippines Steel Industry

2

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ก กK กG:" D ก!KK กG:"89 ""9  !ก$F"J 2 ก! ! E KK  ก#  ก# F  > FKK #I 2 ก! >ID กก"# 89 ""9  >F!$" >I  K HRX ก#  89 ""9  >K"กกD ก!ก#   ! 25  D :G >I"J KK #>? ก $F 15  >กGกK   4.3   F > ;# Steel Asia "J KK 

D?F >KK #>?K ก"LR$F 7  >กGกK   0.42   ก:ก >I89 ""9  KK #>?K ก F$F 4  >กGกK   0.7   F > Cathay Pacific Steel "J KK  D
Philippines Steel Industry

3

ก   กกกก  กกก!"#$#

 K HRX ก# 89 ""9  >K"กกD ก!ก# #IF 12  D :G >I"J KK #>? ก>F #I F L>  1  E Global Steel >กGกK  1.7   !"5 D RF> ก 89 ""9  >KK #>?K กK! >F  $F 3  E  ;# Global Steel  ;# Steel Corp  ;# Core Steel F >กGกK   1.21   !"5 Gก!KK กK! Eก>D 89 ""9  >ก 14  >"J กGกK    1.4   !"5 F Union Galvasteel Corp "J KK #>?>กGกK F ก:ก >I 89 ""9  >KK กK! EF>ก/> ก$WF >ก 1  >กGกK  0.21   !"5 >KK กE>>ก#IF 4  >กGกK   0.17   !"5

Philippines Steel Industry

4

ก   กกกก  กกก!"#$#

 1: " JMK&I:&;ก ; F F  - กL กกL :กL ! 89 ""9  $!>กK กI    F $!>#IกK กL ก (Pig iron) กL (DRI/HBI) W?กDกL กกL > :G"J #>?:>ก G:ก!"# Pig Iron Import Breakdown 2007

Pig Iron Import (unit : ton)

Other 22%

3,150 2,060

2004

1,803

2005

China 25%

3,202 Germany 8%

1,154 2006

India 9%

2007

Japan 19% Thailand 17%

2008

 4:  ก%H I ;?: SEAISI, WTA

89 ""9  >ก GกL กD " R$!ก ก F  !#>? 2,060  D "5 2004 :ก I

Fก GกF: E 1,154  D "5 2006 ก! #>?:L ?I "J 3,150   3,202  D "5 2007  2008 GF F ! GกL ก#>?G W?>F!  25% ก G#IF Gก GกL > !  ก :ก  #>?  :$F L ! 89 ""9  >ก GกL  HBI :G 75  D "5 2006  25  D "5 2007 #! I ! F ก!ก $!L  ก!กกL กL ก89 ""9  ! !DF Philippines Steel Industry

6

ก   กกกก  กกก!"#$#

2,500

Domestic supply and consumption of scrap (unit : thousand tonnes) 1,973

1,916

2,000

1,585 1,488 1,500

1,000

825

817

642 541 500

0 2005

2006

2007

Domestic Supply

2008

Scrap Consumption

 5:  ก'")MK ;?: SEAISI, WTA

 E?:ก"#89 ""9  $!>กGกK กI    #GD#GกK  กF :ก;ก"J  !89 ""9  :>กK ;กH D "# 1.5-2.0   !"5 W?$!กE?"> #> ก"#E? [W> ! E?89 ""9  > H;ก H D L>  500,000-900,000  #! I #GD89 ""9  > D ก!ก;ก$F F E !89 ""9  "J !!ก;ก#>?G?I !D H H W>  ก@> D Scrap Import (unit : ton) 63,336

Scrap Import Breakdown 2008 63,028

Hong Kong, 3% Singapore, 4% Indonesia, 4% S.Korea, 8%

24,415 13,294

2005

Taiwan, 9%

2006

2007

2008

 6:  ก%H I ;?: SEAISI, WTA Philippines Steel Industry

7

Other, 9%

China, 51%

Japan, 12%

ก   กกกก  กกก!"#$#

89 ""9  :"J K!ก;ก#Z !ก >ก G;ก !D " R ก  F D "5 2005  "5 2006 89 ""9  >ก G;ก#IF 12,104   22,762  GF D R#>?ก G"5 2007  2008 $FL!I "J 98,703  63,028  F กก !? ?"J ก G;ก:ก"#:> Scrap Export Breakdown 2008

Scrap Export (unit : ton) 1,274,379

Singapore, 4% Japan, 6%

1,147,946

947,491 767,759

China, 10% Bangladesh, 11%

2005

2006

2007

Other, 7% Taiwan, 19% S.Korea, 16%

Thailand, 12%

Indonesia, 13%

2008

 7:  ก&(ก ;?: SEAISI, WTA

F ก!ก 89 ""9  "J !!ก;กG  ก@>  D F

Fก!ก;ก$FL ?I :ก 947,497  D "5 2005 L ?I : :FF#>? 1,274,379  D "5 2006 ก! #>?:! [FE 767,759  D "5 2008 F F!กก ;ก:ก89 ""9  $Fก! $ ก>D  F W> $#

- 8  8  "J F  ! ?#>?DD ก กK กก  !" RกD :$!กE?"> #> ก F ก ! ;ก EกL ก !ก"J  ?#>?F$!$FD กK  G"#89 ""9  $!>กK 8  D "# #GDก H: L?L ก G"J G
?$!ก !>  L ?I #ก"5 F D "5 2008 89 ""9  >ก G8  F #IF 15,631  F ! D
  D F กK  Semi-Finished Consumption (unit : thousand tonnes) 2,500

2,245

2,000

1,830 1,380

1,500

1,590

1,805

1,681

1,000 500 0 2003

2004 Production

2005 Import

2006 Export

2007

2008

Consumption

 10:  ก'")MK  ! ; กกK กก?G:"ก>กL ?I ! ก ! !$กกK กก? G:"89 ""9   !D F#>??G E?#> ก กH D "##GD> ก GK HRX ก?G:":ก!"# F @L !

?D F ก# 89 ""9  :L?L ก G" EกK! >F :ก!"##IF  E?:ก$!>กGก K "H D "#

Philippines Steel Industry

10

ก   กกกก  กกก!"#$#

Capacity Utilization 2008 (unit : thousand tonnes, %)

Billet Consumption (unit : thousand tonnes) 2,000

1,830

1,500

1,260

1,744 1,497 1,380

1,554 1,404

711

1,000

56%

500 0 2003

2004

2005

Production

2006

2007

Production Production

2008

Consumption

Capacity Capacity

Billet

 11:  ก'")MK) #$$%&! \ 2003-2008 #>?: SEAISI

D "5 2003 89 ""9  >ก H  1,830,000  :ก I ก H $FF E 1,380,000 D "5Fก! #>?:L ?I  !! E?: " RF !#>? 1,744,265  D "5 2007 D "5 2008 ก H>ก  !#>? 1,554,497  GF กK  89 ""9  >กK  D " R#>? $!ก กE?#> ก" Rก HกGก K H D "# F D "5 2003 89 ""9  >กK  L>  467,000  #! I ! !$ก กกK  89 ""9  >  L ?I  !! E?: "5 2007 #>?>กK    !#>? 718,000  ก! #>?:Fก  D "5 2008  !#>? 710,669  F  F"J ก DกGกK #>? 56% E?#> กกGกK  #>? 1,260,000  !"5

Philippines Steel Industry

11

ก   กกกก  กกก!"#$#

 ก G-!ก Billet Import (unit : ton)

Billet Import Breakdown 2008

1,405,000 980,000 1,027,130

Malaysia, 4% Turkey, 7% Russia, 7%

1,026,265 853,128

846,442

Other, 3% Ukraine, 15% Brazil, 13%

S.Korea, 7% India, 10%

2003

2004

2005

2006

2007

2008

China, 11%

Taiwan, 12%

Vietnam, 12%

 12:  ก%H I) #$$%&! \ 2003-2008 #>?: SEAISI, WTA

F ก G  89 ""9  >ก G FD "5 2003 F

Fก G 1,405,000  ก! #>?" Rก GD "5:Fก H  !$กF> E?ก H  กLEI  "5 2003 !" Rก Gก$!L ?I  E?:กก#F# F กK   H D "# 89 ""9  > Fก G D "5 2008 #>? 853,128  F ! G  #>?G< $Fก! "#  W   > F  :> $ ! F ก!ก$!>   ก!ก :ก89 ""9  ! !DF Slab Import (unit : ton) 276,278

Slab Import Breakdown 2008

319,079

Ukraine, 4%

250,139 Russia, 32% Brazil, 64%

92,586

2005

2006

2007

2008

 13:  ก&(ก ;?: SEAISI, WTA

Philippines Steel Industry

12

ก   กกกก  กกก!"#$#

G" 89 ""9  $!>กGกK "D "# #GDL?L ก G" :ก!"##IF :ก :89 ""9   ?>ก G"I!"5 2005 F

Fก G 92,686  :ก I Fก Gก$FL ?I ! E?: D "5 2007 89 ""9  >

Fก G"F !#>? 319,079  D "5 2008 ก G F !#>? 250,139  G"#!ก"Dก89 ""9  $Fก! W  W>   F ก !ก $!Lก!ก":ก"#89 ""9  ! ก  ! ; ก "#E? [ D W> ! $#  > F   F W> W> D "5 2003 "J "5#>?89 ""9  >

Fก HกF#>? 3,592,000  :ก I " Rก Hก89 ""9  $FF E 3,040,606  D "5 2004 ก! #>?:L ?I  !! E?: "J 3,560,267  D "5 2008 ก Gก HกD "5 2008   ก Hก#  89 ""9  > F! #>? 62% F @L !

?ก W?>F!  42% ก Hก  89 ""9  !Gก!ก#  กK! E:>F! F F กK! Philippines Steel Industry

13

ก   กกกก  กกก!"#$#

>F F F! 18% 15% ก Hก GF กK! >F  >F! ก HL> ก  E 2%  ก H-กK  ก#  - ก (Bar) Capacity Utilization 2008 (unit : thousand tonnes, %)

Bar Consumption (unit : thousand tonnes) 2,000 1,500

1,355 1,107

1,031

4,300

1,563

1,463 1,130

1,000

1,520

500

35%

0 2003

2004

2005

Production

2006

2007

2008

Production Production

Capacity Capacity

Bars

Consumption

 15:  ก'"ก)MK ;?: SEAISI

ก Hก 89 ""9  "5 2004 >  L ?I ! E? F L ?I :ก 1,030,975  D "5 2004 "J 1,562,545  D "5 2008 D R#>?" RกK ก D "# F"J F! กFกE 100% ก H F กK ก ก$FL ?I :ก 995,000  D "5 2004 "J 1,520,414  D "5 2008 W? F"J กDกGกK  35% E? #> กกGกK ก #IF 4,300,000  !"5

Philippines Steel Industry

14

ก   กกกก  กกก!"#$#

- ก F (Wire Rod) Wire rod Consumption (unit : thousand tonnes) 500

431 377

400 300

316

312

295

263

200 100 0 2003

2004

2005

2006

Production

2007

2008

Consumption

 16:  ก'"ก)MK ;?: SEAISI

 E?:ก89 ""9  $!>กGกK ก FH D "# ก Hก F 89 ""9  :L?L ก G:ก!"#"J ก F D ! "5 2003-2008 ก Hก  F$# $FL ?I :ก 295,000  D "5 2003 "J  377,000  D "5 2008 - ก"LR (Section) Capacity Utilization 2008 (unit : thousand tonnes, %)

Section Consumption (unit : thousand tonnes) 600

420

525

500 393

400

358 321 269

300

215

200

78

100

19%

0 2003

2004

2005

Production

2006

2007

Production Production

2008

Capacity Capacity

Section

Consumption

 17:  ก'"ก)MK ;?: SEAISI

Philippines Steel Industry

15

ก   กกกก  กกก!"#$#

89 ""9  >ก Hก"LR#>?F  !! E? F ก Hก "LR$FF:ก 525,000  D "5 2003 EL>  214,679  D "5 2008 ! F กK ก>กF ก H F กK ก"LR$FF:ก 415,000  D "5 2003 W? F"J กE 100% กGกK  EL>  77,875  D "5 2008 W? F"J กDกGกK L>  19% #! I ก# - กK! >F K!   (Hot Rolled Plate w HRP) Plate Consumption (unit : thousand tonnes) 333

350 300 250 194

200

197

205

150 94

100 50 0

2004

2005 Production

2006

2007

2008

Consumption

 18:  ก'"ก)MK ;  443,470  D "5 2008 ! F กK  89 ""9  $F  ?>ก  ! >กK กK! >F  F IกD "5 2005 F > FกK D "5 กL>  1,264  :ก I $FL ?I :  !#>? 292,006  D "5 2007  215,192  D "5 2008 F  F"J กDกGกK  13% E?#> กกGกK F#>? 1,700,000  - กK! >F   F (Cold Rolled Coil w CRC) Capacity Utilization 2008 (unit : thousand tonnes, %)

CR Coil Consumption (unit : thousand tonnes) 700

610

600

1,210

589

500

457

491

476 378

400 300

184

200 100

15%

0 2003

2004

2005

Production

2006

2007

Production Production

2008

Capacity Capacity

CRC

Consumption

 20:  ก'"ก)MK ;?: SEAISI

ก HกK! Eก>89 ""9  >กF ! E? !! "5 1999 F

F:ก Fก H 500,000  D "5 1999 EL>  151,132  D "5 2006 ก! #>?: กEII #>? 204,710  D "5 2007  !$กก H$F >กID "5 2008 F >" R !#>? 191,342  D R#>?" RกK ก>กF ก H F F :ก F 429,000  D "5 1999 EL>  126,000  D "5 2008 W? F"J กDกG กK L>  9% E?#> กกGกK F#>? 1,408,000 

Philippines Steel Industry

18

ก   กกกก  กกก!"#$#

- กK! EF>ก/>  (Tinplate/Tin-free Steel Sheet) TP/TF Consumption (unit : thousand tonnes) 250

237 220

231 204

197

200

189

150 100 50 0 2003

2004

2005

2006

2007

Production

2008

Consumption

 22:  ก'"ก)MK ;ก ?K HRX #>?89 ""9  $!>กGK  H D "# #GDL?L ก G:ก!"##IF F D ! "5 2003-2008 ก  HกK! EEF>ก> ก$WF 89 ""9  $F! [F:ก 237,000  D "5 2004 "J 189,000  D "5 2008 - กK! EE? [ (Other Coated Steel Sheet) Other Coated Sheet Consumption (unit : thousand tonnes) 300 250

258

241

225 206

200 150 100 50 0 2005

2006 Production

2007

2008 Consumption

 23:  ก'"ก)MK ;?: SEAISI, WTA

Philippines Steel Industry

23

China, 25%

ก   กกกก  กกก!"#$#

F 89 ""9  >  ก GกK!  #>?L ?I F L ?:ก 94,088  D "5 2004 "J 193,558  D "5 2005 ก! #>?:L ?I "J 324,249  D "5 2008 G #>? GกE#IF:"J  Fกก  F > Fกก$  ! 3%-5%  ! GกK!  ก89 ""9  $Fก!"#:> ?"{ ! ก!ก$!> "ก| - กK! >F K!  F (Hot Rolled Coil w HRC) HR Coil Import (unit : ton)

HR Coil Import Breakdown 2008

814,000 688,000

Singapore, 2% S.Korea, 3%

474,318 492,960 384,976

337,813

Other, 4%

China, 10% Japan, 53% Taiwan, 28%

2003

2004

2005

2006

2007

2008

 30:  ก%H I ;?: SEAISI, WTA

Gก!ก 89 ""9  >ก!กกK! >F  F #>?  ก  ?>   ก!กI!"5 2006 "J   F

Fก!กD "5 2006-2008 "J 84,030, 64,310  58,448  GF F D "5 2008  !F!กก $Fก! ก#  F W>

- กK! >F  (Cold Rolled Coil w CRC) CR Coil Import (unit : ton)

CR Coil Import Breakdown 2008

442,118

Other, 7%

380,000

Indonesia, 4% Australia, 6%

314,018 298,301 300,583

Taiwan, 34%

239,734 S.Korea, 11%

China, 11%

2003

2004

2005

2006

2007

2008

Japan, 27%

 32:  ก%H I ;ก!กกK! >F   !F: "5 2005 #! I F  #>?!กกก ! 95% "J  Fกก  D "5 2008 89 ""9  >ก!กก K! >F  46,303  F >F!กก $Fก!  F >W>  > F   F> "J  - กK! EEก> (Galvanized Steel Sheet ) Galvanized Sheet Import (unit : ton) 78,148

80,108

71,935

Galvanized Sheet Import Breakdown 2008

78,260

China, 10%

63,405

Other, 5%

Taiwan, 12%

S.Korea, 20%

2004

2005

2006

2007

2008

 34:  ก%H I ;ก!กกK! Eก> 12,441  F

#IF"J กK! Eก> F HDG ! F!กG?: SEAISI, WTA

กK! EF>ก> ก$WF "J >ก ?K HRX #>?89 ""9  $!>กGK  H D "# #GD89 ""9  L?L ก Gก F >I F D ! "5 2003-2008 89 ""9  >   ก GกK! EF>ก> ก$WF #>?#  !D !  190,000-240,000  ! F ก G! DD $ ! ก!ก$!> "ก| - กK! EE? [ (Other Coated Steel Sheet) Import Breakdown 2008

Other Coated Sheet Import (unit : ton)

Other, 7% Vietnam, 6%

70,838 54,399 39,514

S.Korea, 17%

30,344

Australia, 5% China, 13%

Japan, 52%

2005

2006

2007

2008

 37:  ก%H I ;?: SEAISI, WTA

F ก!ก 89 ""9  > Fก!ก 18,490  D "5 2008 F  #>?!ก! D
3. &9%ก!:&;ก IxqI ;ก ?"##>?>" Rก Hก$!ก ก F ก Hก!"5  3-4   !"5 W?>:ก#;=ก :"#89 ""9  #>?L?L Hก  ก"J ก F !#;=ก :H ก F"J F!  49% K HRX    #I"# GHกกK  :>!#;=ก : 26%  K HRX    !กกK ก89 ""9  :"J ก:"ก   ก# ก "J ก #GD>ก HกD กกK $!ก ก D R#>?H กก!89 ""9  ก>F! L>  4% K HRX   #I"#

Philippines Steel Industry

30

ก   กกกก  กกก!"#$#

Apparent Steel Consumption (unit : thousand tonnes) 4,000

3,592

3,397

3,500 3,041

3,000

3,076

Steel Consumption by Product 2008 Coated Pipe&Tube Sheet, , 3% Sections, 8% 18%

3,560

3,141

CR Sheet, 2% HR Sheet, 6% Plates, 9%

2,500 2,000 1,500 1,000 500

Wire Rods, 12%

0 2003

2004

2005

2006

2007

Bars, 42%

2008

 40:  ก)MK ;
Philippines Steel Industry

31

ก   กกกก  กกก!"#$#

3.1 :&;ก ก(&I GDP in Construction Sector at 1985 constant price

70,000

40%

26%

60,000

30%

Value (million Peso)

21% 16%

50,000

20%

11%

10%

40,000

8%

3%

10%

-4% -1%

-2% 30,000

0%

-6% -10%

-10%

20,000

-23%

10,000

-20% -30%

0

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 GDP: Construction

Growth

 41:  !  "  x%Kกก(&I#$$%&! \ 1996-2008 #>?: CEIC

Hกก!"J Hก#>?>ก Hกก#>?FD 89 ""9  F D "5 2008 Hกก!89 ""9  >!#;=ก : 4% K HRX   #I "# E F"J ! 65,674  "W F!#>?D "5 1985 F "5 2005 "J   Hกก!89 ""9  >ก I  !F: F ก  13% !"5 F

L ?I :ก 44,853  "WD "5 2005 "J 65,674  "WD "5 2008 F  F!#>? D "5 1985 ! ก Private Construction (,000 sq.m.)

93,607

99,493

82,213

65,893

61,706

62,827

50,000

62,269

75,000

94,290

100,000

113,428

125,000

85,917

14,878 14,234 13,608 12,781

122,211

16,612

150,000

16,267

132,062

(mil.Peso)

18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000

25,000

2,000 0

0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

Value (mil.Peso)

Area (,000 sq.m.)

 42: sy%:%z'" K(กก(&IK กq%#$$%&! \ 1996-2008 #>?: CEIC Philippines Steel Industry

32

ก   กกกก  กกก!"#$#

Gกก!Hก ก>  #>? ! ก F !กก! Hก #>? F"C:: $FL ?I ! E?:ก F 61,706  "WD "5 2000 "J 132,062  "WD "5 2008 E F"J ก  10% !"5 ก:ก >I :กLEI #>? กก!#>?> !D ! "5 2002 w 2008 กL ! LEI #>?กก!Hก ก>  L ?I D # #F> ก 3.2 :&;ก ก Industrial Production Index

(Index)

year 2000 = "100"

200 Machinery

180

Electrical Machinery

160

Transport Equipment

140 120 100 80 60 40 20 0 2000

2001

2002

2003

2004

2005

2006

2007

2008

 43: Jq%:&;ก :&;ก ( %s#$$%&!x%\ 2000-2008 #>?: CEIC

GF กกK 89 ""9  :>ก Hก#>?$!ก ก F

กกK 89 ""9  #>?>ก Hก#>?> G< $Fก! กI "ก ก:HRX W?>ก Hก F"J F!  18%  4% ก H ก#I"# :กF >กK Hก L ! กK D ก!E I !

  -E?D$88V>  # F F ก!E   (Transport Equipment) W?"J KDกFD ก! >I >!F >กK D "5 2008 #>? 91 :FF:ก!F > #>? 100 :FD "5 2000 W?# D ! กK D D ก >I>   ก 

D R#>?D กE?:กE?D$88V (Machinery & Electrical Machinery) >   F  !F: F D "5 2008 !F >กK  กE?:ก Philippines Steel Industry

33

ก   กกกก  กกก!"#$#

E?D$88V !#>? 27 :F 59 :FGF W?#IF >IกFก  ก Hก # 89 ""9  #>?F! E?

Philippines Steel Industry

34

ก   กกกก  กกก!"#$#

4. {'JI :&;ก 4.1 %M)K '"  กก89 ""9  D "C:: $Fก"ก"V   :ก= 89 ""9  K!  [ ก ! F> ก"#E? [D ก!W> F @L !

?: กF =  G กกก =  =89 ""9  F G ก =   ก# กก (Bureau of Product Standard, Department of Trade and Industry) $Fก= LE? D  #>?K  G :G ! D "#89 ""9  :>R "J $"=  กG F$  #I >IกF KF    "FH RHL> " F G ก =  ก= GG D ก!กกก $ #IF 9 @ W?:ก!  ก ก>FK! >F กK! >F  กK! Eก>  >   Fก #!ก !KD  G ก#>?ก!  :$Fก= :ก !  #>?G ก =  Dก  #>? 2: = G ก!กกก89 ""9  Product name

BI/GI steel pipes Deformed steel bars Rerolled steel bars Steel sheet cold reduced carbon Steel sheet continuous hot dip aluminum alloy coated Steel sheet continuous hot dip zinc 5% aluminum alloy coated Steel sheet hot dip zinc coated Steel sheets and coils Steel wires low carbon

Related Standard PNS 26:2003 PNS 49:2002 PNS 211:2002 PNS 127:2004 PNS 1993:2004 PNS 2003:2004 PNS 1990:2004 PNS 67:2006 PNS 113:2005

#>?: Bureau of Product Standard, Department of Trade and Industry (http://www.bps.dti.gov.ph)

Philippines Steel Industry

35

ก   กกกก  กกก!"#$#

ก#F H;> 89 ""9  กG FD>ก> กกH;>:ก กกก#>? G:ก !"# F H;> G#>?89 ""9  > กก: !D !  1% - 10% I ก"H# #>? G >ก ก  H;> GD  G F $Fก! ;ก! ก#! (Slab) กK! EF>ก #GDHL H;> G#>?89 ""9  > กก:ก  ก GE ! !D F#>?$!ก

?$"ก ! I L ! H;> GG ก!กกก:>  F  !! E? #I >I>ก:กก  กก> (FTA) "# 89 ""9  W?>กD89 ""9  "##>?! #Gก:FH;> GD  ก! ![ W? กกกF F @L !

? ก ! ;=ก :89 ""9  ?"{ (JPEPA) W?กG FD89 ""9  FH;> Gก:ก"#?"{ D?Gก !H;> G"ก D ก Gก>F ก>F  กEF>ก #>? !D " K! EK!   GDD 6 ก!ก $Fก! 1. 2. 3. 4. 5. 6.

E?D$88V  E?:ก"กR #$88V    I !   :HRX E?FE E  I ! E E?:ก   I ! "กR E?:ก K GKK ก#>? G$"DD กI  ( 1-5)

ก:ก >I =89 ""9  > :G"J #>?: ก กH;> G?  G  ก F #I >I E?:กKK ก89 ""9  $!K ก $FL> Lก  กH D "# #GDก!ก! E?> กD>ก ก กH;> G F

!F =89 ""9  กGL :R ก กH;> GGกK! >F G  E?:ก KK กK! >F L>  F> "#$!K  $FL> Lก ก ก!ก! E?

Philippines Steel Industry

36

ก   กกกก  กกก!"#$#

MK&I %H I&%KI ; E? [ !D F กDกL ! 89 ""9  >กDก #ก! >I  ก F @L !

?D  D ก!กกก F "C:: 89 ""9  >กDก"ก"VF (Safeguard) ก ก! steel angle bars L> #! I F > > FF!$" >I  ก"ก"VF (Safeguard) ก ก! steel angle bars (HS code 7216.21.00, 7216.50.11  7216.50.91) กG FD> กกก Safeguard #>? GD  7,700 89 ""9  "W! ( 166 > ? G:ก#ก"#W?>! !ก Gกก ! 9% F D>K"J   3 "5 I! #>? 10 >  2009 #I >ID> ก##  E?"##>? !D ! #>?:> กก#ก["5 ( > F:ก Customs Memorandum Order No. 42-2009) ก#ก ก  ก#ก"#89 ""9  ! DI89 ""9  #G ก ! ;=ก :ก"#?"{ (JPEPA) >กF

Philippines Steel Industry

38

ก   กกกก  กกก!"#$#

 3: &:IกกKI"  #$$%&! " 

%

)K)xqI

) K ( s

2004

2005 (2007, 2010)*

2006

2008

2007

2007 (2009)** 2009 2010 2010

ก ก ก ก# ก    ! E#;=ก : กL‡ ก! "# กW> D! ก ก ก ก# > กก #L  #"C กก ก > กก ก ก ก ก# >  กก

W> -:> (ACFTA) 89 ""9  -?"{ (JPEPA) W> -ก>D (AKFTA) W> -?"{ (AJCEP) W> - F> (AIFTA) W> -> / W> F (AANZFTA)

2008 2009 2009

#>?: Philippines‰s Department of Trade & Industry, Association of Southeast Asian Nations

Philippines Steel Industry

39

ก   กกกก  กกก!"#$#

5. &9%:&;ก ;?F 2.155   F 0.56% E?#> ก"5 2007 F "C:: ก:กก ก Hก Fก "LR>F W?F  12%  21% GF D R#>?ก Hก 89 ""9  > ก   7% E?"> #> ก"5 2007 #I >Iก"> #> F! "H# D ก!ก#  F 10 "5#>?K!  L ! ก!ก >F! FE?#> กก Fก"LR>F >  L ?I  !! E?F @L !

?D ! "5 2002-2008 W?>F! ก H L ?I :ก 58% "J 73% R#>?F! ก Hก F89 ""9  #  !D !  14-20% F!  10 "5#>?K!  Gก Hก"LR>F >  F  !! E? F @L !

?D ! "5 2003-2008 W?F! ก Hก"LR >F $FF :ก 23% EL>  10% #! I #I >I# D " Rกก!   ?ก!#>?Dก"J ก#>?F 100% 17%

16%

17%

15%

80%

23%

24%

23%

13%

21%

18%

15%

18%

64%

64%

68%

2005

2006

2007

20% 18%

14%

18%

58%

62%

59%

2002

2003

2004

10% 18%

60%

40% 66%

68%

1999

2000

73%

20%

0% 2001 Bar

Wire rod

Section

 44: &J&(%กxqI ;? กDก D กE? [ > !  ก #I >IL ! 89 ""9  >ก Gก  F กก$ กก:EL>  33,055  W? F"J F! L>  2% กD ก #IF GK HRX ก F#>?F89 ""9  D! DF #>?F !! E?I!"5 2003 "J   D R#>?ก Gก "LR>F 89 ""9 # >  L ?I ก 

#I >IKK D "# K ก"LR Fก$F#! >I #GDF$F !ก"LR>F #>?89 ""9  G ! :"J ก"LR FD
?ก"LR>F #>? G :ก"#ก>D ?"{ W?>F! 27%  4% ก G#IF F กD D ก" # F ! กD ก"LR>F  93% : !D Hกก! #ID ! ก"LR FD?DD กก! Philippines Steel Industry

41

ก   กกกก  กกก!"#$#

 ก"LR Fก Fก#>?DD  ก!#? $" Gก"LR>F ! #>?E>ก 7% F ! "J กD D ก!EW!EW?:>กDก "LR Fก Fก"J  IG ก E  5: &J&(%กxqI ;   Fก   OO กW!E!E Fก กDE? [ Gก F กก:E

#>?: H;R ก  F ISIT

Philippines Steel Industry

42

ก   กกกก  กกก!"#$#

2.  ! ;
Gก HกK! >F 89 ""9  D "5 2008  F"J " R 0.443   #IF:กกK  215,192  ก G 286,726  ก!ก" R 58,448  :กกก;L ! กDก>F 89 ""9   48% "J กDD ก ก! ! กDกK! >F "J F D กK ก"LRI "  กK  ก  กDD กก!#? $" P&O HRC Imports 400 333

Thousand Tonne

350 300

254

250

272 242

259

239 200

200 150 100

71 43

50 0 2000

2001

2002

2003

2004

2005

2006

2007

2008

 46:  ก%H I ;F GK กK! >F  กDE? [ Gก F กก:E

100%

#>?: H;R ก  F ISIT

Gก HกK!  89 ""9  D "5 2008  F"J " R 0.333    :ก" RกK  5,714  " Rก G 327,249  F $!>ก!ก :ก กก;L ! กDกK!  89 ""9   69% :"J กD D ก ก! ! ก G$"K "J ก ก"LRI "  #! FD
ก;R D ก!E89 "9  :"J  W!"J ! D?ก> !E  !ก 

!ก:GกF !@Lก!EF  Fก#>?DF # !ก 89 ""9  #! I ก:ก >I >กK!   Fกก$ กก:E>ก 2% W?

$!"กD $F !F: F !:"J กD D ก E?:กกก!  !$ D ! "5 2007  ;# Hanjin Heavy Industries and Construction (HHIC)$F ก!!!E!D!D 89 ""9  F !!E?! >I : ?ก!ED ! " "5 2007 W?"J  ?D #>?#GDก HกK!  "#89 ""9  L!I :กF 0.205   D "5 2007 "J 0.333   D "5 2008 !!E! >I"J !!E FD กGกK   220,000 DWT !"5  ;#$F>ก  กGกK D"J 670,000 DWT !"5D "5 2009 #GD!E#>?> FD?FF VLCC (Very Large Crude Carrier) W?> F 320,000 DWT !G Philippines Steel Industry

45

ก   กกกก  กกก!"#$#

 7: &J&(%กxqI ;
ก:ก >I 89 ""9  >กDกK! >F  >ก 5% D ก    E?D W?! DF  GK E? 8 : ก:ก >I89 ""9  >กDก K! >F  >ก 1% #>?DD กK : IG "9> >กF

 !$ก    กกK! >F  89 ""9  >  F ! ! E?I!! "5 2002 #I >I E?:กKK E?D$88V DF    กK! Eก> EG :กกE?D$88VF  8: &J&(%กxqI ;?: H;R ก  F ISIT

ก HกK! E89 ""9  D "5 2008  F"J " R 429,428  !"J ก K! EF>ก กK! EE? [ F กK! EF>ก#IF:กDD ก :HRX #IF F @L !

?:HRX ก"Œ ! K$ "ก"Œ E "# ! GกK! EE? [ ! DD กK E?D$88VE?DD  E W? F"J F! 5% F กDกK! E> $WF G: HRX >ก 2% D R#>?>กK! E#>?$! Fก;RกD $F>ก 18% ก HกK! EE? [

Philippines Steel Industry

48

ก   กกกก  กกก!"#$#

 10: &J&(%กxqI ;?$!"H#  53,520 100% #>?: H;R ก  F ISIT

#I >Iก" กD K HRX ก# ก!ก:L ! 65% : ก G$"DD กก!  F"J " Rก H 826,277  $Fก! ก: HRX F F! 15% E F"J " Rก H 196,720  F ก!E ก   E?D W?>F! ก H 8% Dก> ก  !$ก > K HRX # #>? $!"กD  !F:  51,530  W? F"J F! 4% ก Hก# #IF  12: &J&(%กxqI ;
F  ก "#89 ""9  >  L ?I :ก:F?GFD "5 2004  >     ! E?D !  2-3 "5   E?:กก   Hกก! #I >IF ! กก!89 ""9  !:   :ก#I กH=  Hก F =89 ""9  >K ก#   "#>ก#G ก EI#G : D R#>?กก!Hก ก>  ก   :ก ก!#>? ! ก!L   ก!G ก W?:!KD กก ก!  L ?I D    !"C:: L  ""9  :กDกGกK  #>? $!#>? >;ก H D "##>? # ?G:G ก  !$กกL ? FกK  H D "# 89 ""9  #G$F ! กGก  E?:ก!$88V89 ""9  #>?ก ( 6 #!  ! #> ก!$88V$# #>? 3 #! ! ) #GD # กK  89 ""9  ! E?"> #> ก  G ก:ก >IH "##>?"J !ก89 ""9  #GD ก !  !ก89 ""9  ก G :ก!"#> F ก !D:! D ก !$!!ก ก ก F  >I #GDF 89 ""9  "9Fก GK!ก  !"# KK ก$#

ก:ก >Iก G 89 ""9  ก#>?:     กH D "#89 ""9  >กF

Philippines Steel Industry

56

ก   กกกก  กกก!"#$#

5.4 )&:( 89 ""9  "J >ก"# ?#>?>" Rก Hก#>?! ?G E?"> #> ก ก!"#W> 6 "#ก L !ก Hก89 ""9  :ก !"#  " L> "#F> #! I F >Hกก!"J ก#>?>ก Hกกก ! #>?F GHกก!"#89 ""9  D !  "5E !D ! #>?#  ! กก!Hก :>ก" D # ##>?F>I  !! E?I!! "5 2000 #I >I E?:ก H=W?"J K>##G HL = #GDกก!D HL 89 ""9  >ก   $!ก ก : ! "5 2-3 "5 Hกก!89 ""9  :ก    ! F >กI:กL ?"Rก # H=O >  #>?:   ! E?F!  2-3 "5  D RF> ก ก!EW!E89 ""9  "J >ก ?ก#>?: KกF  กกD   #I >I E?:ก"C:: ก!E89 ""9  กG ! D ! LEI  :กH WW D R#>? ;#!E D  L ?I !กF$F ! KK กD "#89 ""9  :$FKF>#>?ก FI $F !$!#>? E?:ก> # ก K !  "กก=89 ""9  >   "9Fก Gก G ก:ก !"# "C:: >ก ก กH;> GG ก ["H# D R#>?=ก >     กก> !! E? F  >I#GDFก89 ""9  D  :"9Fก GK!ก:ก!"#กI E? [ F !" Rก G ก89 ""9  ก:>ก   L ?I  กก89 ""9  D   Philippines Steel Industry

57

ก   กกกก  กกก!"#$#

K%ก ก  %H I&%KI ;