独联体生铁价格在两周前见顶后大幅下跌，原因是需求下降和供应增加，而下游产品的销售变得越来越困难。
Prices of CIS pig iron have declinedsharply after peaking two weeks ago, amid falling demand and increasingavailability, as downstream products sales become increasingly difficult.
由于为控制新冠肺炎疫情蔓延而采取更加严格的限制措施，西方市场已经停止新的进口，中国是唯一的买家，并且正在逐步降低愿意支付的价格。
With Western markets closed to new importsdue to tightening restrictions against the Covid-19 spread, China is the onlybuyer, and it is progressively cutting the prices it is willing to pay.
三宗俄罗斯生铁销往中国，价格均有所下降。上周末，一宗
5
万吨俄罗斯货物售价为
335
美元
/
吨
cfr
。本周早些时候，同一家钢厂的另一宗货物售价为
327
美元
/
吨
cfr
。
Kallanish
（开阑商务信息咨询）获悉，另一家俄罗斯供应商最近以
325
美元
/
吨
cfr
向中国售出一大批货物。
Three Russian cargoes of pig iron have beensold to China, with prices reducing with each sale. A Russian 50,000-tonnecargo was sold at $335/tonne cfr at the end of last week, followed by anothercargo from the same mill at $327/t cfr early this week. Another Russiansupplier sold a large cargo to China more recently at $325/t cfr,
Kallanish
learns.
消息人士称，中国买家的需求依然旺盛，但他们意识到，中国是唯一一个进口市场，他们正在利用这一点。一些贸易商认为，在解除限制、其他主要生铁进口地区重返市场之前，价格将继续下降。“或者，直到独联体供应商达到成本水平并开始减产，二者皆可，”一位贸易商说。
Chinese buyers' appetite is still buoyant,sources say, but they are aware of being the only paying market, and they aretaking advantage of this. Some traders reckon prices will continue to decreaseuntil restrictions are over and other major pig iron-importing regions are backin the market. "Or, until CIS suppliers hit the cost level and startreducing output, whichever happens first," one trader quips.
一些供应商已经出现这种情况。乌克兰两家主流生铁供应商均已宣布减产，但没有透露太多细节。据了解，至少一家已经将一些高炉置于维护模式。据悉，俄罗斯钢厂仍在满负荷生产，但由于欧洲再轧厂的生产活动减少，一些钢厂或将减产。这给半成品材生产带来压力，导致生铁供应增加。
This is already happening to somesuppliers. Both major Ukrainian pig iron suppliers have announced outputrestrictions without giving too many details. It is understood at least one ofthem is already placing some blast furnaces in maintenance mode. Russian millsare understood to still be producing at full capacity, but some of them lookset to reduce output on the back of reduced activity at their Europeanre-roller units. This is pressuring semi-finished product operations andincreasing pig iron availability.
消息人士指出，位于封锁地区的买家要求推迟交货，因为他们无法接收货物。市场参与者说，重新谈判和取消订单的情况正在增加，这是可以理解的。一位钢厂人士说：“有很多文书工作要做，来来回回，很难计划。”
Sources note buyers inside locked-downregions are asking for postponement of deliveries, as they cannot acceptcargoes. The number of renegotiations and cancellation attempts is increasing,participants say, and understandably so. "There is a lot of paperwork,to-ing and fro-ing. It is difficult to plan," one mill concedes.
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Asia Steel Markets 2020
（已延期）
22 Apr 2020, Ho Chi Minh City, Vietnam
