Kallanish
（开阑商务信息咨询）报道，在上周完成大量远洋废钢采购后，本周土耳其钢厂开始谨慎行事。虽然他们的需求尚未完全满足，但他们希望在决定购买更多废钢之前，先评估一下成品钢材市场、中国和地缘政治的形势。
Turkish mills have made a cautious start tothe week, after concluding numerous deep-sea scrap purchases last week,
Kallanish
notes. While their demand is not completely finished, they wish to gaugethe situation in finished steel markets, China and geopolitics beforecommitting to more purchases.
然而，废钢供应商已经后退，准备本周提高报价。美国供应商对
HMS 1/2 80:20
的目标价在
270
美元
/
吨
cfr
及以上，欧洲供应商本周对相同等级废钢的目标价在
265
美元
/
吨
cfr
及以上。即便是除俄罗斯以外的近海废钢供应商，在上周以
242
美元
/
吨
cfr
达成交易后，他们的目标价也在
260
美元
/
吨及以上。
Scrap suppliers, however, have backed offin preparation for higher offer prices this week. While US suppliers aretargeting $270/tonne cfr and above for HMS 1/2 80:20, European suppliers areseen to be targeting $265/t cfr and above for the same grade this week. Evenshort-sea suppliers, except Russia, are seen to be targeting $260/t and aboveafter sales last week at $242/t cfr.
尽管
Kardemir
周二售出逾
6
万吨方坯和
5
万吨螺纹钢，但市场参与者对达成这些交易的原因有不同看法。一些人认为，这是里拉贬值的结果，而另一些人则认为，买家确信成品钢材价格已经触底，从而增加了需求。
Although Kardemir sold more than 60,000tonnes of billet and 50,000t of rebar on Tuesday, market participants havedifferent thoughts regarding the reason for these sales. Some believe they arethe result of the lira depreciation, while others say buyers are convinced ofbottomed finished steel prices, thereby increasing demand.
一家土耳其钢厂表示：
“
现在，我们看到土耳其里拉贬值。
Kardemir
以土耳其里拉定价。此外，它还接受延期付款。这给买家带来了机会。如果土耳其市场的需求真正增长，我们应该已经在伊兹密尔和伊斯肯德伦地区看到这种情况，那里的螺纹钢销售价格更低。然而，这些地区的需求仍然非常迟滞。”
A Turkish mill says: “Today, we are seeinga depreciation in the Turkish lira. Kardemir sellson Turkish lira. Moreover, it offers deferred payment. This brings anopportunity for the buyer. If there was a real demand increase in the Turkishmarket, we should have seen that in the İzmir and İskenderun regions, too,where rebar sales prices are lower. However, demand in these regions is stillvery stagnant.”
另一位土耳其生产商表示：“很长一段时间以来，我都没有看到对
Kardemir
螺纹钢的需求如此之高。钢材和原材料价格的下跌趋势已经结束，预计价格将会上涨。
”
Another Turkish producer says: “For a longtime I have not seen such high demand for Kardemir rebar. The downward trend insteel and raw material prices has come to an end, and there is an expectationfor higher prices.”
一些市场人士认为，废钢价格上涨可能会加速螺纹钢需求，并推高价格。不过，也有人表示，在当前螺纹钢市场低迷、价格承压的情况下，土耳其不应为废钢支付超过
245
美元
/
吨
cfr
的价格。
Some market players believe an increase inscrap prices could accelerate rebar demand and lift prices. However, others sayTurkey should not pay more than $245/t cfr for scrap in the current subduedrebar market where prices are depressed.
“接受更高的废钢价格意味着接受更大的损失，”一家土耳其螺纹钢生产商表示。
“Accepting higher scrap prices meansaccepting higher losses,” says a Turkish rebar producer.
同时，土耳其与叙利亚的冲突令市场参与者感到担忧。再加上中国当前的形势、螺纹钢市场停滞不前，以及里拉兑美元汇率走势不确定，土耳其钢厂是否会接受更高的废钢价格值得怀疑。
Turkey’s involvement in Syria is meanwhileraising concerns among market players. Coupled with developments in China, thestagnant rebar market, and uncertain lira movement against the dollar, thismakes it questionable whether Turkish mills will accept higher scrap prices.
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