土耳其钢厂对远洋废钢的需求近乎消失,但仍有一些钢厂在询购近海废钢。
Turkish mill demand for deep-seascrap is almost dead, but there are a few producers inquiring about short-sea scrap.
尽管买卖双方都需要达成
2
月船期交易,但双方都不着急。
Although both sellers and buyers are inneed of concluding deals for February shipment, neither is in a rush.
土耳其钢厂正在推迟采购废钢,希望成品钢材销售有所改善。这加大了供应商的压力,一些远洋废钢贸易商在本周降低了报价。上周,一家美国废钢供应商以
310
美元
/
吨
cfr
土耳其报卖
HMS 1/280:20
,本周已将报价降至
300-302
美元
/
吨
cfr
。
Turkish mills are delaying their scrap purchases, hoping for a finished steel sales improvement. This is increasing pressure on suppliers, with some deep-sea merchants lowering their offers thisweek. A US scrap supplier that offered HMS 1/2 80:20 at $310/tonne cfr Turkeylast week has dropped its offer to $300-302/t cfr this week.
不过,多数供应商都在谈论供应情况,并没有给出具体的报价,他们预计无论价格如何,钢厂都会争取进一步的折扣。
Most suppliers, however, are advertising cargo availability without quoting specific offers, as they expect mills topush for further discounts whatever the price.
土耳其钢厂不愿为废钢支付
300
美元
/
吨的价格,因为他们无法在需求低迷的情况下提高螺纹钢价格,因此他们正试图压低废钢价格。由于钢厂很难以高于
445
美元
/
吨
fob
土耳其的价格出售螺纹钢,他们对废钢的还盘为
285-290
美元
/
吨
cfr
,目标是将废钢与螺纹钢之间的价差维持在
160
美元
/
吨以上。
Turkish mills are unwilling to pay $300/tfor scrap, since they cannot increase rebar prices amid low demand, and aretherefore trying to pressure scrap prices down. As mills have difficulties inselling rebar at above $445/t fob Turkey, they are bidding for scrap at$285-290/t cfr, aiming to maintain scrap-rebar margin at above $160/t.
一家土耳其钢厂告诉
Kallanish
(开阑商务信息咨询):“市场将在本周下半周更加明朗。由于螺纹钢价格呈下降趋势,钢厂加大了对废钢价格的压力,推迟了采购。对我来说,目前这样做是不对的。”
ATurkish mill tells
Kallanish
: “The market will be clearer in the second half of the current week. As rebar prices are on adowntrend, mills are increasing pressure on scrap prices and delaying their purchases, which is not the right thing to do at the moment for me.”
一家废钢供应商表示:“钢厂的
2
月船期采购缺失。由于他们继续推迟购买,他们返回市场时将面临更高的价格。
”
A scrap supplier says: “Mills’February-shipment purchases are missing. As they continue to postpone their purchases, they will face higher prices upon returning to the market.”
“除了买家需要采购外,还有许多远洋废钢供应商需要出售,”另一家废钢供应商表示。“我认为螺纹钢市场不会有太大变化,我预计下周废钢价格会下降。
”
“As well as buyers needing to procure,there are many deep-sea suppliers that need to sell,” says another scrap supplier. “As I don’t think that much will change in the rebar market, I am expecting to see lower scrap prices next week.”
一位贸易商评论说:“全球都呈下降趋势。然而,明天来自中国和美国的积极消息可能会改变整个市场情绪。
”
A trader comments: “There is a downtrend globally. However, the whole market sentiment may change upon positive newsfrom China and the USA tomorrow.”
尽管有传言称,欧洲废钢以
292
美元
/
吨
cfr
土耳其达成一宗交易,但这一消息尚未得到证实。
Although there is a rumour of a European-origin scrap deal at $292/t cfr Turkey, it is yet to be confirmed.
尽管缺乏近海供应,但预计土耳其钢厂最初更倾向于购买近海废钢,因其具有有利的船期、付款和数量条款。螺纹钢市场表现不佳时,通常会出现这种情况。因此,远洋和近海废钢价格之间通常为
10
美元
/
吨的价差可能在短期内缩小。最新的近海废钢交易
(
不包括俄罗斯废钢
)
成交价为
289-291
美元
/
吨
cfr
土耳其。
Despite scarce short-sea supply, Turkish mills are expected to initially prefer short-sea scrap purchases, which have favourable shipment, payment and quantity terms. This is usually the case whenthe rebar market is underperforming. The regular $10/t margin between deep-sea and short-sea scrap prices may therefore contract in the near term. The latest short-sea scrap deals, excluding Russian-origin, were concluded at $289-291/tcfr Turkey.