专栏名称: Kallanish国际钢铁资讯
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因部分还盘超过报价,独联体卖家暂离市场

Kallanish国际钢铁资讯  · 公众号  ·  · 2020-11-19 09:31

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Kallanish (开阑商务信息咨询)报道,随着独联体出口市场的还盘上升,一些供应商退出市场,以期日后以更高的报价重返市场。

Rising CIS export bids have seen some suppliers withdraw from the market with a view tore-entering later with higher quotes, Kallanish notes.


在板材出口市场,一家乌克兰供应商退出市场,此前曾在上周晚些时候以 580-585 美元 / cfr 向土耳其出售部分热轧卷。土耳其国内热轧卷报价已经超过 600 美元 / 吨出厂价,并且只剩下 3 月产品供应。因此,该供应商 1 月下旬的产品供应和相对容易的物流意味着,与在国内订购相比,买家将至少提前一个月得到材料。

In the flat products export market, a Ukrainian supplier withdrew after selling some hotrolled coil volumes to Turkey at $580-585/tonne cfr late last week. Turkishdomestic HRC offers already exceed $600/t ex-works and only March-rollingavailability is left. The supplier's late-January-rolling availability andrelatively easy logistics therefore mean the buyers will get the material atleast one month earlier than if they had ordered domestically.


愿意支付 600 美元 / cfr 的迹象尚未吸引供应商重新进入市场,贸易商预计供应商将在下周重返市场。

Indications of willingness to pay $600/t cfr have not yet enticed the supplier to re-enterthe market, with traders expecting it to come back next week.


在板坯市场上,两家独联体钢厂仍有 2 月份装运的材料,据消息人士称,交易价格可能在 500 美元 / fob 黑海。所有的供应很可能被土耳其一扫而空。一位消息人士指出,土耳其热轧卷生产商将需要所有能订购的板坯,考虑到最新的热轧卷销售价格约为 600 美元 / 吨出厂价 /fob ,即使 520 美元 / cfr 的板坯价格也能接受。

In the slabmarket, February-loading material is still available from two CIS mills, andtrading is likely to start at $500/t fob Black Sea, sources say. All volumesare likely to be swept up by Turkey. Turkish HRC producers will need all theslab they can book, one source notes, and even at $520/t cfr it will beaffordable considering the latest HRC sales at around $600/t ex-works/fob.


贸易商称,独联体方坯供应商也没有积极推销 1 月产品,而是在收集还盘。据闻,拉拔级方坯以 475 美元 / cfr 销售到土耳其,相当于 460 美元 / fob 黑海,这是一家俄罗斯沿海生产商在周一的报价。但这一价格今天不太可能出现,一位贸易商指出,因为废钢价格接近 330 美元 / cfr 土耳其,这将鼓励独联体钢厂提高报价,跟随成品钢材价格上涨趋势。

CIS billetsuppliers are also not actively marketing January casting, butinviting bids, traders say. Drawing-grade billet was heard sold to Turkeyat $475/t cfr, netting back to $460/t fob Black Sea, the price one Russiancoastal producer was offering on Monday. But this price is unlikely to beavailable today, one trader notes, as scrap is nearing the $330/t cfr Turkeythreshold, which will encourage CIS mills to offer at higher levels, in linewith finished steel price hikes.


一位黑海贸易商说,虽然土耳其螺纹钢在出口市场上的价格仍在 500 美元 / fob 左右,但盘条价格正在快速上涨,买家“……无法得到足够的供应,尤其是在土耳其国内市场和欧洲市场。”用于生产盘条的方坯价格在 475 美元 / cfr 土耳其,当前盘条报价为 580-600 美元 / fob 土耳其,据此计算,生产利润约为 110-120 美元 / 吨。

Although Turkish rebar is still at around $500/t fob in the export market, wire rodprices are rising fast and buyers "…can't get enough of it, especially inthe Turkish domestic market and in Europe," a Black Sea trader says.Billet at $475/t cfr Turkey for wire rod production affords around $110-120/t drawing margin at current wire rod offers of $580-600/t fob Turkey.








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