独联体热轧卷出口价格走软,符合此前预期。中国比往常更长的黄金周假期让许多买家持观望态度,同时季节性放缓也造成影响。
Kallanish
(开阑商务信息咨询)获悉,与早前不同,供应充足。
CIS hotrolled coil export prices have softened in line with previous expectations. The longer-than-usual Golden Week holidays in China placed many buyers on thefence, while the seasonal slowdown is also taking its toll. Availability isample, unlike earlier in the year,
Kallanish
hears fromsources.
在
9
月将报价保持在
505-515
美元
/
吨
fob
黑海数周之后,独联体供应商已将报价降至
475-495
美元
/
吨
fob
,因生产商和订购量而异。他们已经对土耳其达成大量交易。两家俄罗斯钢厂以
495-510
美元
/
吨
cfr
土耳其的价格出售了大量
12
月
/1
月装船的货物。消息人士称,一家乌克兰供应商以
495-500
美元
/
吨
cfr
土耳其达成交易,以上所有价格均相当于报价水平。
Having held offers at $505-515/tonne fob Black Sea for several weeks in September, CIS suppliers have reduced them to $475-495/t fob, depending on the producer and tonnage. They have pocketed large volume of sales to Turkey already. Two Russian mills sold large volumes at $495-510/t cfr Turkey for December/Januaryloading. A Ukrainian supplier achieved $495-500/t cfr Turkey, sources say, allnetting back to the offer levels.
一位贸易商说,一家俄罗斯供应商也在以
475
美元
/
吨
fob
向拉丁美洲报价,这表明其愿意为大宗交易降低价格。他补充说,该供应商的优势是能够以极具竞争力的价格提供其新投产轧机生产的优质产品。卖家的报价范围似乎很广,乌克兰对沙特阿拉伯的报价为
535
美元
/
吨
cfr
,对埃及的报价为
500
美元
/
吨
cfr
,相当于约
495-470
美元
/
吨
fob
。
One Russian supplier was also seen offering to Latin America at $475/t fob, indicating its willingness to negotiate down for large volumes, a trader says. The supplier has the advantage of offering high-quality material from its newly commissioned rolling mill, at highly competitive prices, he adds. Sellers appear to be offering in a very wide range, as Ukrainian offers to Saudi Arabia were heardat $535/t cfr and to Egypt at $500/t cfr, netting back to approximately$495-470/t fob.
卖家以较低的价格达成交易,而不是等待中国回归市场,这让一些贸易商感到意外,但这也表明供应增加,因为国内市场表现不如预期。消息人士称,俄罗斯国内的热轧卷买家目前不接受新的更高报价,因为新冠肺炎限制措施继续影响计划和购买,而重新实施的限制措施带来消极情绪。
Sellers'move to close sales at lower prices rather than wait for China's return surprised some traders, but indicated increasing availability, as domesticmarkets are not performing as well as was expected. Russian domestic buyers ofHRC are not accepting new higher offers for now, as Covid-19 restrictionscontinue to affect planning and buying, while renewed restrictions areinstilling a negative mood, sources say.
此外,较低的报价让贸易商能够参与进来,上周达成一些交易,为低迷的市场注入了更多活力。预计第四季度行情温和,但消息人士预计本轮销售中报价不会低于
470
美元
/
吨
fob
。随着中国长假结束,预计第四季度中国将继续引领市场方向。
Besides,lower offers are allowing traders to engage, with some sales heard last week,injecting more energy into the lacklustre market. Expectations are for a mildfourth quarter, but sources do not expect offers below $470/t fob in this roundof sales. Eyes remain on China as it comes out of extended holidays to set thedirection for Q4.