上周，土耳其热轧卷出口价格继续攀升，在购买意向不断增加的情况下，仅剩
3
月产品货源，报价寥寥。仅
11
月期间，土耳其热轧卷价格涨幅就达到惊人的
125
美元
/
吨。
Turkish hot rolled coil export prices continued to climb last week, with only March-rolling availability left and very few offers, amid increasing interest. Turkish HRC prices gained an astonishing $125/tonne during November alone.
Kallanish
（开阑商务信息咨询）获悉，买家愿意为早于
3
月的装船日期支付更高的价格，但卖家无法满足这些要求。上周初，
3
月产品对意大利的报价在
650
美元
/
吨
fob
，但在本周末有所上升。一位贸易商表示，尽管
650
美元
/
吨
fob
可行，但这些报价没有达成交易。这是基于对
12
月和第一季度欧洲价格进一步上涨的预期。
Buyers are willing to pay much higher prices for earlier-than-March-loading dates, but sellers are unable to satisfy these requests,
Kallanish
learns. Offers to Italy were at around $650/t fob early last week for March-rolling material,but increased somewhat towards the end of the week. They were considered but not booked, although at $650/t fob they were workable, one trader says. This is based on expectations of further European price increases in December and inthe first quarter
尽管有这些预测，但买家已变得更加谨慎。同时，在国内市场需求持续旺盛的支持下，土耳其钢厂也不急于销售。这种动态反映了
11
月期间需求和价格全面上升的步伐。这是在多月的不确定、停滞和开工失败之后出现的，因而对比愈发明显。
Despite these forecasts, buyers have become more cautious, while Turkish mills were also far from desperate to sell, supported by the ongoing demand boom in the domestic market. This dynamic is reflective of the sweeping pace of increases in both demand and prices during November. It was even more poignantas it followed many months of uncertainty, stagnation and failed starts.
欧洲买家愿意成为土耳其材料的“创记录进口商”。尽管有可能从
1
月起追溯征收反倾销税，但在供应不断减少和国内市场制造商占主导地位的情况下，仍是如此。贸易商说，这表明冷轧料确实短缺，预计这种情况还将持续。
Europeanbuyers are willing to take on the status of "importer of record" forTurkish material. This is despite the possibility of a retrospectiveanti-dumping duty from January, amid an ever-decreasing supply pool and the domination of domestic market makers. This demonstrates a real shortage of re-rolling material, which is expected to continue, traders say.
但需求和价格上升并不只出现在欧盟，其他地区的市场也在慢慢摆脱过去
9
个月的停滞状态。中国与东南亚的热轧卷价格继续走强，而美洲也在紧随其后。中东和非洲地区价格也在上涨，尽管上周没有新的交易，但上涨的速度也在加快。
But demandand rising prices are not exclusive to the EU, with other regions also in the market and slowly shaking off the inertia of the last nine months. China continues to grow stronger in HRC pricing, along with Southeast Asia, while the Americas are following suit. The Middle East and Africa are also rising, and the pace of the increase is accelerating, despite there being no fresh bookings last week.
贸易商指出，由于下游冷轧卷和镀锌价格遥遥领先，交易可能会暂停，以追赶交货期和价差。价格可能不会上涨，而是保持稳定，但考虑到供应量较低，一些钢厂将
700
美元
/
吨作为下一个潜在的热轧卷价格水平。
There may be a pause in bookings to catch up on lead times and spreads, as downstream cold rolled coil and galv prices are well ahead in the curve, traders note.There may be no price increases but a plateau, although some mills are eyeing $700/t as the next potential HRC level, taking into account low availability.
冷轧卷报价在
800
美元
/
吨以上，北非和欧洲达成一些交易。热镀锌价格在
900
美元
/
吨
fob
左右，但由于是
3
月产品，这个价格对买家没有吸引力。
CRC was offered at anywhere from $800/t, with some bookings taking place in North Africa and Europe. HDG is confidently circling $900/t fob; however, being of March production, it was not attractive to buyers at this level.
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