GMS Weekly – Week 31 Recap: Tariff Tensions, LNG Arrivals in India, and Pakistan Leads Pricing

In this Week 31 edition of the GMS Weekly Podcast, we examine the latest market shifts as global tariffs ripple through recycling sentiment. India stays active with steady arrivals of high-value tankers and LNGs. Pakistan leads on pricing and continues to secure dry tonnage. Bangladesh remains quiet, grappling with steel backlogs and regulatory hurdles. Turkey sees no change, with a soft Lira and minimal port activity.

We also track HKC procedural clarity, regional delivery updates, and what market participants can expect through August.

We cover:

• India’s Activity: Tankers and LNGs continue arriving at Alang. Despite currency pressure, HKC-certified infrastructure and strong non-ferrous demand keep India in focus.

• Pakistan Leads: Firm pricing and consistent steel fundamentals support new arrivals. The Rupee strengthens and provisional DASR yard upgrades add momentum.

• Bangladesh Slows: Minimal activity at the waterfront. Yard readiness remains mixed, and monsoon delays continue to affect operations.

• Turkey Stalls: The Lira weakens again. No new arrivals or sales reported.

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