11
月
3
日的美国总统大选不太可能在短期内直接震动钢铁市场。不过,市场人士告诉
Kallanish
(开阑商务信息咨询),在未来几周和几个月内,行业可能会感受到选举的影响。
The 3November presidential election is unlikely to directly shake up steel marketsin the near-term. Reverberations from the election, however, may be felt in theindustry in the weeks and months to come, market sources tell
Kallanish
.
“无论谁胜出,在很多很多个月内,没有什么政治因素会对我们的市场产生直接影响,”美国中西部一位服务中心高层称。“唯一担心的是对选举结果的抗议和新冠疫情导致的关闭。”
“Nothing political will have a direct impact on our markets for many, many months, nomatter who wins,” says one Midwest service centre executive. “Only worry isprotests over the results and Covid closures.”
一家一线钢厂的消息人士称,稳定应该是美国钢铁业所期望的结果,而不是某一候选人。
A source atone top-tier mill says stability - more so than any particular candidate -should be the desired result for the US steel industry.
“当有明确的方向时,国家就会更好地运作,无论你认为方向如何,”他说。“长期不确定的选举结果在我看来是最坏的结果。”
“The countryfunctions better when there is clarity and direction, regardless of how youthink the direction is,” he says. “A prolonged undetermined election outcome would be the worst outcome in my mind.”
美国西海岸一位薄板买家表示,他认为最重要的是权力的和平交接。
A West Coastsheet buyer says a peaceful transfer of power is the main thing he’s pullingfor.
“虽然我个人希望看到政府换届,但我希望无论发生什么,都能以文明的方式进行,”他说。“我在这届政府中过了四年。虽然有人可能会说他支持了钢铁行业,但我对此表示怀疑。特朗普从民主党人的剧本中抽出一页,变得更加保护主义,而钢铁价格在新冠疫情之前仍然暴跌。也许将制造业投入成本提高到世界最高可能会扼杀需求?”
“While Ipersonally would like to see an administration change, I hope whatever happensit will be done in a civil manner,” he says. “I survived four years with thisadministration. While some might argue he supported steel, I wonder if he did.Trump took a page out of the Democrats’ playbook and became more protectionist,and steel prices still crashed prior to Covid. Maybe increasing manufacturinginput costs to the highest in the world might choke off demand?”
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