市场人士告诉
Kallanish
（开阑商务信息咨询），独联体热轧卷出口供应方面，只有一家乌克兰生产商提供
3
月份装运的材料，一家俄罗斯生产商提供
4
月份装运的材料。另外两家俄罗斯供应商要么只从波罗的海向欧盟供应，要么在
4
月份之前已经售罄，目前他们还没有考虑提供
4
月报价。
CIS hot rolled coil export supply isonly available from one Ukrainian producer for March-loading material, andfrom one Russian one, for April-loading volumes. Two other Russian suppliersare either only supplying the EU from the Baltic, or have no allocations untilApril, which they are not yet considering offering, marketsources tell
Kallanish
.
独联体热轧卷价格自一个月前以来已上涨
100
美元
/
吨，目前在
615-625
美元
/
吨
fob
黑海，因订购量和产地而异。乌克兰对土耳其的报价在
635-645
美元
/
吨
cfr
，因卷材尺寸和生产厂家而异，对埃及的报价在
645
美元
/
吨
cfr
。同时，乌拉尔一家钢厂
4
月份装运的俄罗斯材料对所有目的地报价为
640
美元
/
吨
fob
。
CIS HRC prices have gained$100/tonne since a month ago and are now ranging from $615-625/t fob Black Sea,depending on the volume and origin. Ukrainian offers to Turkey are at$635-645/t cfr depending on the coil size and producing mill, and $645/t cfr toEgypt. Russian material for April loading from the Urals-based mill ismeanwhile at $640/t fob to all destinations.
贸易商称，这些价格将被买家接受，因为全球各地几乎都存在着供应严重短缺问题。消息人士称，每个出口地区的钢厂都优先考虑本地市场，导致传统进口商缺乏卷材。
According to traders, these priceswill be accepted by buyers, amid a catastrophic shortage of material,practically in every corner of the globe. Sources observe mills in everyexporting region giving priority to domestic markets, leaving traditionalimporters strapped for coils.
贸易商指出，欧洲的需求继续快速增长，美国热轧卷价格也在不断上涨，尽管有
25%
的进口税，但仍能进口。与欧洲一样，美国的一些终端用户也不得不减少或完全停止生产，因为在长期离开市场后他们的库存已经告罄。
European demand continues apace,joined by US HRC prices rising to a level that would enable importsdespite the 25% import duty, should there be availability, traders note.Akin to Europe, some US end users are being forced to reduce or stop productionaltogether, as their stocks are non-existent after a long absence from themarket.
他们表示，由于供应短缺，一些观察人士期望能够尽快取消
232
关税措施。
Several observers expect Section 232measures to be removed on account of these shortages, as soon as feasiblypossible, they say.
贸易商说，冷轧卷供应量很低，“……如果有的话”，而这种供应短缺推动热轧卷需求和价格进一步上升。贸易商称，目前没有价格，但土耳其生产商的报价高达
900
美元
/
吨
cfr
。
Cold rolled coil availability islow, "…if such thing is possible", traders say, and this shortage ispushing HRC demand and prices even higher. There is no price, traders say, butbids come up to $900/t cfr from Turkish producers.
“我们今天的业务很少，原因与几个月前的情况恰恰相反——需求太多，但没有供应，而且这种情况很可能会持续几个月，”一位资深贸易商说。
"The reason we are doing verylittle today again is the opposite to what it was just a couple of months ago –too much demand, but no supply, and it is likely to continue for somemonths," a seasoned trader quips.
