尽管政治和经济存在不确定性,但在上周达成多宗交易后,土耳其钢厂本周又购买了更多废钢货物。
Turkish mills have purchased further scrap cargoes thisweek, following numerous deals last week, despite political and economicuncertainty.
冠状病毒疫情快速传播、政治紧张局势和里拉快速贬值,使土耳其钢厂难以认清市场情况。因此,土耳其钢厂继续询购废钢并完成采购,但希望避免价格进一步上涨。
The fast-spreading coronavirus, political tensions andrapid depreciation of the lira are preventing Turkish mills from having a clearpicture of the market. As a result, Turkish mills continue inquiring aboutscrap and concluding purchases but want to avoid any further price increases.
土耳其钢厂现已完成
11
月船期的废钢采购。虽然一些市场参与者认为,由于库存充足且不确定因素较多,钢厂将在开始购买
12
月船期货物之前稍作休整,但其他一些人则认为他们将继续购买。
Turkish mills have now completed November-shipment scrappurchases. While some market participants think mills will take a break beforestarting to buy December-shipment cargoes, as stocks are sufficient anduncertainty prevails, others believe they will continue their purchases.
在最新的交易中,来自美国和波罗的海的
HMS 1&280:20
废钢价格进一步上涨,分别为
292
美元
/
吨
cfr
和
293.5
美元
/
吨
cfr
土耳其。同时,最新的欧盟原产废钢交易价格平均为
295
美元
/
吨
cfr
。来自波罗的海和美国的
HMS 80:20
新报价在
295-297
美元
/
吨
cfr
。欧洲同等级废钢报价超过
290
美元
/
吨
cfr
。
HMS 1&2 80:20 scrap prices have further increased to$292/tonne cfr and $293.5/t cfr Turkey from the US and Baltic respectively inthe latest bookings. The latest EU-origin scrap booking, meanwhile, stands at average$295/t cfr. New HMS 80:20 offers from the Baltic and US are at $295-297/t cfr.European offers for the same grade exceed $290/t cfr.
来自罗马尼亚、保加利亚和亚得里亚海的近海废钢报价在
280
美元
/
吨
cfr
以上,而俄罗斯的
HMS 80:20
报价在
290
美元
/
吨
cfr
以上。
Short-sea offers from Romania, Bulgaria and the Adriaticappear at above $280/t cfr, while the Russians are offering HMS 80:20 at above$290/t cfr.
一位波罗的海产地的废钢供应商预计,本周废钢需求将更加强劲。他告诉
Kallanish
(开阑商务信息咨询):“对我来说,本周的
HMS 80:20
可成交价在
293-297
美元
/
吨
cfr
。但是,从下周开始,我们可能会看到
300
美元
/
吨
cfr
以上的价格。”
A Baltic-origin scrap supplier, who expects to seestronger scrap demand this week, tells
Kallanish
: “This week’sworkable price is $293-297/t cfr for HMS 80:20 for me. But, as of nextweek, we may see prices at above $300/t cfr.”
另一位供应商说:“土耳其钢厂不会停止
12
月船期货物的采购,因为他们今年的成品钢材销售已全部完成。即使是
1
月份,他们也只提供下半月的材料。我认为他们的销售情况并没有他们所抱怨的那么糟糕。”
Another supplier says: “Turkish mills will not haltDecember-shipment purchases because they have all completed finished steelsales this year. Even for January, they are offering material for second-halfonly. I think their sales are not as bad as they bemoan.”
一位美国供应商补充说:“
12
月是一个关键的月份,是节日季节。他们不能像
10
月份那样把
12
月船期的货物留到最后一刻。而且我认为,钢厂知道,如果他们现在停止采购,他们重返市场时将面临更高的价格。我想,本周会达成更多交易。”
A US supplier adds: “December is a critical month,holiday season. They cannot leave December-shipment cargoes to the last minuteas they did in October. And I think mills know that if they stop now, theywill face even higher prices on their return. I think we will hear morebookings this week.”
然而,一位欧洲废钢代理商表示:“在通常情况下,他们应该不会停止采购,但当前的情况非常不寻常。每天我们都会在新的灾难中醒来。无法预测明天在疫情、政治和经济方面会发生什么状况。”
A European scrap agent, however, says: “Under usualconditions they should not take a break, but we are going through very unusualdays. Every day we wake up to a new disaster. It is impossible to predict what tomorrowwill bring in terms of virus, politics and economics.”
尽管国内需求停滞不前,但由于本周土耳其货币迅速贬值,土耳其国内螺纹钢价格按里拉计算已达到历史最高水平。本周全球市场的需求也开局缓慢。由于周三将迎来
1.5
天的国定假期,土耳其钢厂对本周的成品钢材销售预期不高。不过,他们预计废钢价格将在一段时间内保持坚挺。
Despite stagnant domestic demand, Turkish domestic rebarprices have reached record-high levels on a lira basis, due to the very fastdepreciation of the domestic currency this week. Demand has also had a slowstart to the week in global markets. Turkish mills are not expecting much fromthis week in terms of finished steel sales due to 1.5-day national holidaystarting on Wednesday. However, they are expecting scrap prices to remain firmfor some time.