土耳其钢厂上周已停止寻求积极的方坯供应报价,但一家钢厂向沙特阿拉伯售出了一大宗货物。
Turkish mills stopped seeking active billetsupply offers last week, except for one mill, which sold another largeconsignment to Saudi Arabia.
愿意做多或那些有活跃买家的贸易商正在接洽土耳其钢厂,但只有一家位于马尔马拉的钢厂愿意商谈。
Kallanish
(开阑商务信息咨询)获悉,最终该厂以约
395
美元
/
吨
fob
的价格将
5
万吨常规货物出售给了一家沙特再轧商。其它所有钢厂都已结束
3
月的供应,并继续追求螺纹钢销售。自废钢价格开始上涨以来,过去两周螺纹钢销售在土耳其国内和出口市场有所回升。
Traders willing to take long positions orthose with active buyers were approaching Turkish mills, but only one, aMarmara-based mill, was willing to talk. In the end, the mill sold a50,000-tonne regular consignment to a Saudi re-roller at a netback price ofaround $395/tonne fob,
Kallanish
learns. All other mills have closedMarch allocations and continue to pursue rebar sales, which have picked upsomewhat domestically and in the export market in the last two weeks sincescrap started rising.
一位卖方人士表示,任何愿意预订土耳其方坯的贸易商,都应该考虑价格起点为
400
美元
/
吨
fob
及以上。这是因为现在的
HMS1/2 80:20
废钢价格为
275
美元
/
吨
cfr
,大大推高了方坯价格。同时,土耳其钢厂以较低的价格进口了足够多的方坯,似乎满足于
3
月到货量和发货量,准备迎接
4
月到来的斋月。除非废钢价格再次下降,否则土耳其钢厂不太可能降低方坯出口价格。贸易商表示,欧洲钢厂有望进入方坯和螺纹钢出口市场,对土耳其和独联体钢厂而言是一个不利因素。
Any trader willing to book Turkish billetshould be considering a price starting from $400/t fob and higher, a sell sidesource says. This is because scrap, now at $275/t cfr for premium HMS 1/280:20, is pushing the billet price up considerably. At the same time,Turkish mills have imported enough billet at lower prices and appear to becontent with March arrivals and shipments, ready for Ramadan in April. Unlessscrap goes down again, it is unlikely that Turkish mills will reduce theirbillet prices for export. The prospect of European mills entering the billetand rebar export market is a dampener for both Turkish and CIS mills, traderssay.
据
Kallanish
计算,在过去两周内,土耳其钢厂已经向北非和海湾合作委员会国家出口了超过
20
万吨方坯。由于新冠肺炎疫情,中国没有进入出口市场,这对土耳其的销售起到了支持作用,因为中国产品的缺失支持了土耳其的销售。同时,疫情对东盟进口市场造成很大的负面影响。不过,贸易商表示,疫情结束后,潜在的大规模延迟需求仍有一线希望。
Turkish mills have exported over 200,000tof billet in the last two weeks to North Africa and Gulf Cooperation Councilcountries, Kallanish calculates. China's absence in the export market due tothe coronavirus outbreak has been supportive as the absence of Chinese volumeshas supported Turkish sales. At the same time, the effects of the virus onthe ASEAN imports market is seen as deeply negative. There is a silver lininghowever in the potential generation of significant delayed demand, when theoutbreak is over, traders say.
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Asia Steel Markets 2020
(已延期)
22 Apr 2020, Ho Chi Minh City, Vietnam