Kallanish
（开阑商务信息咨询）获悉，独联体方坯价格在上周短暂企稳后再度上涨，至少有一宗新的土耳其交易以更高的价格达成。
The CIS billet price increase has resumed after a pause last week, with at least one new Turkish booking at higher prices,
Kallanish
learns.
多位贸易商称，上周晚些时候，一家俄罗斯钢厂以
527
美元
/
吨
cfr
土耳其的价格达成一宗方坯交易，而废钢价格继续上涨，本月可能达到
400
美元
/
吨
cfr
。据称马尔马拉一家钢厂本周以
540
美元
/
吨
cfr
的价格购买了一大批乌克兰方坯，一些消息人士对此表示质疑。他们说，这可能是拉丝级材料，也可能是源自卡塔尔的货物。这笔交易的价格相当于
528
美元
/
吨
fob
黑海左右。
A Russian mill sold billet at$527/tonne cfr Turkey late last week, as scrap prices continued to rise andcould hit $400/t cfr this month, according to numerous traders. But the allegedpurchase by a Marmara-based mill of a large consignment of Ukrainian billet at$540/t cfr this week is being questioned by several sources. They say this could be drawing-grade material or a Qatar-origin cargo. The sale would net back to around $528/t fob Black Sea.
支付该价位的可能是一家也生产板材的钢厂，异常高的板材利润将会抵消可能为零的螺纹钢利润率。
This level is likely to have been paid by a mill that also produces flat products, whose uncharacteristically-highmargins would offset the likely zero rolling margin for rebar.
独联体生产商的意向价在
525-535
美元
/
吨
fob
，对贸易商来说行不通。一位贸易商表示，该价格区间的低端可能已经无货。因此，随着废钢价格上涨，方坯价格几乎与土耳其螺纹钢价格相同，而土耳其螺纹钢消化涨价的速度似乎要慢得多。
CIS producers' indications are at$525-535/t fob, unworkable for traders. The lower end of the range is alreadyunlikely to be available, one trader says. Consequently, with scrap pricesrising, billet is priced at almost the same as Turkish rebar, which appears tobe much slower to absorb the increases.
现在预订的方坯将用于一季度末
/
二季度初的螺纹钢生产。“土耳其螺纹钢厂必须对第二季度国内和出口螺纹钢需求有足够的信心，才能以这些价位在进口和国内市场订购，国内市场价格已经达到
540
美元
/
吨出厂价，”一位主要贸易商指出。
Billet booked today will be used forlate-first-quarter/early-second-quarter rebar production. “Turkish rebar millsmust be confident enough for their second quarter domestic and export rebardemand to be booking at these levels both in the import and domestic market,where prices have reached $540/t ex-works," a major trader notes.
周二部分螺纹钢供应商退出市场，没有给出实盘报价，尽管需求相对较好，但价格仍低于钢厂预期。
Some rebar suppliers withdrew fromthe market on Tuesday with no firm offers given, despite relatively gooddemand which is nevertheless at prices below mills’ expectations.
虽然按传统公认的利润率来衡量，铁矿石和废钢价格上涨可以为方坯涨价带来支撑，但目前只有盘条供应商能够将这些涨幅转嫁给买家。
Although growth in iron ore andscrap prices justifies the billet hikes when measured by traditionally acceptedmargins, only wire rod suppliers are able to pass these increases on to theirbuyers currently.
市场参与者表示，螺纹钢价格几乎与方坯相同，令一些再轧商非常担忧，最终可能导致钢厂在一段时间内完全停止供应和生产螺纹钢。这种暂时的供应紧缩可能会刺激价格上涨，但还需要采取更广泛的措施来刺激螺纹钢需求和价格上涨。
Rebar prices remaining almostin line with billet is causing significant concern to some re-rollers, whichmay end up with mills ceasing offering and producing rebar altogether for sometime, participants suggest. This temporary supply constriction may stoke upprice increases, although much wider measures are needed to stimulate rebardemand and its subsequent price rise.
同时，独联体方坯供应商
2
月份订单充足，似乎没有降价意愿。贸易商说，市场上的报价很少，钢厂在收集还盘，表明他们对价格持续上升充满信心。
