独联体生铁出口商转向亚洲市场,而美国市场因总统大选而保持安静,仅达成一笔交易。不过,供应商预计近期将达成更多交易。
CIS pig ironexporters' turn to Asia while the US market jumped back on the fence for thepresidential election has resulted in just one sale. However, suppliers expectmore sales in the near future.、
市场人士告诉
Kallanish
(开阑商务信息咨询),中国的环保限产措施收紧,将会导致本地生铁产量下降,需求上升,而独联体是当前唯一的供应商。
Tighteningenvironment-lead production restrictions in China are seen leading to lowerlocal pig iron production and rising demand, and the CIS being the onlyavailable supplier, market sources tell
Kallanish
.、
一家俄罗斯钢厂在上周五以
395
美元
/
吨
cfr
向中国售出一批
2
万吨货物,相当于约
355
美元
/
吨
fob
黑海,但这批货物将从远东港口发货。贸易商称,另一家俄罗斯钢厂以
405
美元
/
吨
cfr
向台湾售出一批
1.5
万吨的货物,
12
月装船,并正在与韩国买家商谈另一笔类似规模的交易,很可能以同样的价格成交。
A Russianmill sold a 20,000-tonne lot to China at $395/tonne cfr, on Friday last week,which nets back to around $355/t fob Black Sea, but is to be shipped from FarEastern ports. Another Russian mill sold a 15,000t lot to Taiwan at $405/t cfrfor December loading, and is negotiating another, similarly-sized lot sale witha South Korean buyer, which is likely to close at the same level, traders say.
中国的需求预计很快也将达到
405
美元
/
吨
cfr
。贸易商说,这是由于缺乏替代供应,经销商对巴西材料的报价为
380
美元
/
吨
fob
,
1
月发货。贸易商指出,另一个支持生铁价格的因素是,俄罗斯一家大型供应商的高炉出现问题,这可能会大大减少其
12
月份的产量分配。
China'sdemand is expected to reach $405/t cfr too, and soon. Traders explain thedynamic by the absence of alternative supply, as Brazilian material is offeredat $380/t fob from distributors, for shipping in January. Another supportingfactor for pig iron stems from one large Russian supplier's apparent issueswith its blast furnaces, which may considerably reduce its December-outputallocations, traders note.
同时,土耳其和意大利买家也在观望市场,过去三周交易放缓。一位卖家称,对土耳其达成一些小宗交易,价格约为
350
美元
/
吨
fob
黑海。一位欧洲买家以
375
美元
/
吨
fob
预订了一小批货物。
Meanwhile,Turkey and Italy are watching the market, with sales slowing down in the pastthree weeks. Small lots were sold to Turkey, according to one seller, at around$350/t fob Black Sea. And a European buyer booked a small lot at $375/t fob.
一些观察人士对欧洲普遍实施封锁措施导致价格进一步上涨的可能性持怀疑态度。不过,“……美国和中国的需求,如果现在就出现,将消化剩余的供应,并使价格在
355-360
美元
/
吨
fob
水平上再维持一个月,”一位贸易商说。
Some observers aresceptical about the possibility of further increases due to wide-spreadEuropean lockdowns. However, "…US and Chinese demand, if it comes now,will sweep off remaining tonnages and keep prices at $355-360/t fob for anothermonth," one trader concludes