With the week ending on 7^th February, the global Cold Rolled Coil market demonstrates diverse regional trends. In the United States and Germany, Cold Rolled Coil prices have increased, propelled by a combination of supply constraints and strong demand from downstream sectors. In contrast, China has seen a slight decline in Cold Rolled Coil prices, largely attributed to the post-festivity period.

The U.S. Cold Rolled Coil market has recently experienced a 1.5% increase in prices, dur to rapidly evolving industry landscape. According to the American Iron and Steel Institute (AISI), domestic raw steel production recorded a slight decline of 0.2% during the last week of January, indicating low supply levels that strain availability of the product.

On the demand front, the automotive sector emerges as a crucial driver of this upward price movement. January 2025 saw an uptick in new vehicle sales, surpassing figures from the same month the previous year. This growth trend, propelled by solid performances from key manufacturers such as Honda, Hyundai, and Kia, highlights the sector's resilience, particularly as it consistently requires significant quantities of Cold Rolled Coil products for manufacturing vehicles. 

The German Cold Rolled Coil market has recently reported a slight increase in prices by 0.2%, attributed primarily to production adjustments in the industry. A key factor behind this trend is the temporary shutdown of the electric arc furnace (EAF) at Georgsmarienhütte Gruppe's Osnabrück plant, initiated in response to soaring energy costs. This reduction in production capacity has consequently tightened supply levels, putting upward pressure on Cold Rolled Coil prices as demand remains relatively strong.

On the demand side for Cold Rolled Coil, the market is displaying signs of resilience amidst these supply constraints. The Eurozone Construction Purchasing Managers' Index recently suggested a softer contraction in construction activity, hinting at potential recovery and increased demand for construction materials, including Cold Rolled Coil.

The Cold Rolled Coil in China market is currently experiencing a slight decline by 0.2% in prices, attributed to a combination of supply and demand factors that reflect the ongoing dynamics of the industry. Additionally, the post-festivity period typically brings about a temporary surge in inventories of Cold Rolled Coil, which this year mirrored levels seen in the previous year. This increase suggests that manufacturers are proactively managing production rates to align with the seasonal demand fluctuations, indicative of a cautious, strategic approach to market conditions for Cold Rolled Coil.

However, on the demand side for Cold Rolled Coil, several key downstream sectors are signalling signs of weakening, which is contributing to the overall decline in prices. A case in point is the new energy vehicle (NEV) market, which experienced a notable drop in sales during January, with wholesale figures falling sharply. This decrease in demand for NEVs has ripple effects throughout the related supply chains, impacting not only manufacturers but also the Cold Rolled Coil market that supplies materials for vehicle production.

According to ChemAnalyst, sales of Cold Rolled Coil in the U.S and Germany are anticipated to rise, largely driven by supply chain disruptions and fluctuations in demand. In China, however, enhanced supply of Cold Rolled Coil capabilities coupled with declining demand in key sectors suggest the market may be positioned for significant transformation.