疲软的基本面给美国螺纹钢价格带来压力
Weak fundamentals pressure US rebar prices
Kallanish(开阑商务信息咨询)从市场参与者处获悉,受美国废钢市场不确定、商业活动低迷和建筑供应减少的影响,美国国内螺纹钢价格较前一周走低。
US domestic rebar prices are lower on-week, weighed down by an uncertain US scrap market, lacklustre business activity and building supplies,Kallanish hears from market participants.
美国国内20英尺规格的4号螺纹钢价格从上周的760-780美元/短吨下降至750-770美元/短吨的新区间。这是自2021年1月以来的最低水平。
Pricing for US domestic #4 rebar in 20-foot sticks has declined to a new range of $750-770/short ton, from $760-780/st last week. This marks the lowest level since January 2021.
一些市场参与者预计,由于废钢流入货场的速度放缓,价格将最终走强,但另一些人则认为,由于需求疲软,热轧卷价格持续下滑,废钢价格走强的可能性不大(见Kallanish 7月22日报道)。
While some market participants expect prices to finally strengthen due to slow inflow of scrap into yards, others do not find this likely due to the continuing slide in hot rolled coil prices amid struggling demand (see Kallanish 22 July).
一位大西洋中部的经销商说:“我们也听说废钢价格可能会上涨,但需求不足的情况已经恶化。我认为,政治不确定性刚刚变得更加不确定,将会产生不利影响;现在已经是这种情况。”
“We are also hearing that scrap could tick up, but the lack of demand has worsened,” says a mid-Atlantic distributor. “I think that the political uncertainty, which just got more uncertain, is going to have an adverse effect; [it] already is.”
经销商补充道:“即使废钢价格上涨20-30美元,甚至40美元/吨,任何价格公告都不会成立。”他补充道:“现在不行。”
The distributor adds: “Even if scrap ticks up $20-30, even $40/ton, any price announcement will not hold,” adding: “Not right now.”
疲软的经营状况持续存在,这给螺纹钢定价带来下行压力。
Weak business conditions persist, and that is keeping downside pressure on rebar pricing.
东南部的一家制造商指出:“经营状况很差,而且越来越差,销售活动一直很惨淡。”
“Business conditions are lousy and getting lousier, and sales activity has been brutal,” notes a southeastern fabricator.
虽然市场参与者表示库存已经减少,但总体需求却同时下降。
While market participants indicate inventory de-stocking has taken place, overall demand has fallen at the same time.
东南部一家制造商表示:“(几个月前)一个月的(螺纹钢)供应量相当于现在四个月的供应量。”
“A month’s worth of [rebar] supply [a few months ago] is now equivalent to the amount of four months’ supply,” the southeastern fabricator says.
一位消息人士表示:“目前仍有一些(螺纹钢)进口,但国内价格抑制了大部分进口。”这使得一些螺纹钢进口商很难获得货物。
A source indicates there are “still some [rebar] imports around, but domestic pricing is keeping most of that at bay.” This makes it hard for some rebar importers to get cargoes.
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