Kallanish
(开阑商务信息咨询)获悉,独联体方坯生产商已经开始提供
1
月产品,报价反映出近期废钢价格一周内上涨
25
美元
/
吨左右。
CIS billet producers have started offering January-casting product, with offers reflectingrecent scrap price increases of around $25/tonne in a week,
Kallanish
observes.
一家乌克兰综合钢厂表示,
1
月下旬
/2
月装运的产品价格为
450
美元
/
吨
fob
黑海,而一家俄罗斯沿海生产商表示,
1
月生产和装运的方坯价格为
460
美元
/
吨
fob
。
A Ukrainian integrated mill is indicating $450/t fob Black Sea for lateJanuary/February-loading material, while a Russian coastal producer'sindication is $460/t fob for January-casting-and-loading billet.
本周黑海港口没有达成交易,但需求仍然强劲,而且可能会保持下去,因为废钢价格上涨还没有结束。目前废钢报价在
330
美元
/
吨
cfr
土耳其左右,一些消息人士不排除在下一轮交易中优质
HMS 1/2 80:20
价格将达到
350
美元
/
吨
cfr
。
There were no sales this week from Black Sea ports, but demand remains strong, and islikely to remain so, as the scrap price ascent is not considered to be over.Scrap offers are now circling $330/t cfr Turkey, and some sources do not ruleout prices reaching $350/t cfr for premium HMS 1/2 80:20 in the upcoming roundof sales.
消息人士指出,由于钢厂第一季度的长材订单充足,尤其是盘条,土耳其必然会进入市场购买方坯。本周土耳其
2
月底和
3
月生产的盘条出口报价已经达到
580-600
美元
/
吨
fob
,据称欧洲的需求似乎“
......
无法满足”。消息人士指出,尽管欧盟买家正在争取订购
1
月生产的产品,但这些产品已经售罄。
Turkey isbound to be in the market for billet, as mills’ long products order books arewell stocked for the first quarter, especially for wire rod, sources note. Turkishwire rod export offers have reached $580-600/t fob this week for end-Februaryand March production, with Europe cited as having a seemingly "…insatiabledemand". Although EU buyers are pushing for bookings of January-producedvolumes, these are long gone, sources note.
贸易商表示,土耳其方坯还盘为
450
美元
/
吨
cfr
,在废钢价格上涨的情况下,周一土耳其一家钢厂在国内市场以
470
美元
/
吨出厂价出售方坯。消息人士称,独联体供应仅限于小型钢厂和贸易商,因为大型供应商正在关注亚洲和中东市场。他们补充说,印度方坯报价在
480
美元
/
吨
fob
,主要针对中国,交货期比独联体方坯短。
Traders pinTurkish billet bids to start at $450/t cfr, after a Turkish mill sold billet inthe domestic market at $470/t ex-works on Monday amid rising scrap prices. CISsupply is limited to small mills and traders, as large suppliers are focussingon Asia and the Middle East, sources say. Indian billet offers are at $480/tfob, targeting mainly China with shorter lead times than the CIS, they add.
贸易商称,过去两周,中国从俄罗斯远东生产商订购了一些货物,价格为
480-482
美元
/
吨
cfr
,并且仍在寻找更多供应。消息人士称,随着铁矿石价格继续走强,成品材库存保持适中,尽管有进口,但目前需求得到良好支撑。
China bookeda few lots from Russian Far East producers, at $480-482/t cfr, in the last twoweeks, and is looking for more tonnages still, according to traders. With ironore continuing to strengthen and finished product stocks remaining moderate,despite imports, demand is well supported for now, sources say.
大多数消息人士预计,
1
月产品将以接近报价的价格出售,但预计价格将出现修正——即使只是技术性修正。不过,一些观察人士指出,尽管全球经济持续疲软,而且没有新的基础设施支出,但废钢价格——黑海方坯价格的主要晴雨表——预计还不会出现修正。
Most sourcesexpect January-casting volumes to be sold at close to offer prices, but acorrection – if only technical – is being expected. Several observers point to theongoing weakness of the global economy and absence of new infrastructurespending, but scrap prices – the main barometer for Black Sea billet prices –are not expected to correct yet.