土耳其废钢市场质疑涨价
Turkish scrap market questions higher values
Kallanish(开阑商务信息咨询)报道,除Oyak集团外,土耳其其他钢厂的国内废钢采购价格周环比保持稳定。
Turkish mills have kept their domestic scrap buying prices stable week-on-week, except for Oyak Group, Kallanish notes.
周三,土耳其的废钢需求较为活跃,许多钢厂都在询价。
Scrap demand in Turkey was livelier on Wednesday, with inquiries from numerous mills.
继周二美国废钢以336美元/吨和欧盟废钢以约330美元/吨的价格达成交易之后,Kallanish听说美国废钢以340美元/吨cfr伊斯肯德伦的价格成交,但截至发稿时仍未得到证实。
Following the deals reported on Tuesday at $336/tonne from the US and around $330/t cfr from the EU, Kallanish heard of another US deal at $340/t cfr İskenderun, although this remained unconfirmed at the time of publication.
一些市场参与者指出,买方一直为该供应商支付溢价,这并不是市场参考价。
Some market participants noted that the buyer has always paid a premium for this supplier and is not yet a market reference price.
虽然冬季风暴导致废钢需求增加和供应收紧,为价格上涨带来支撑,但土耳其的其他市场基本面,特别是钢铁市场,未能为价格上涨提供支撑。
While stronger scrap demand and tightening supply due to winter storms provide support for higher prices, other market fundamentals in Turkey, specifically in steel markets, fail to contribute to this support.
一位进口废钢供应商说:“码头价格在挣扎,周三欧元进一步走强至1.043美元,而一周前为1.034美元。土耳其将无法再以低于330美元/吨的价格购买废钢。”
"Dock prices are struggling, and the euro strengthened further to $1.043 on Wednesday versus $1.034 a week earlier. Turkey will unable to buy below $330/t anymore," says an imported scrap supplier.
同时,由于八天的春节假期临近,中国市场成交逐渐减少,导致中国螺纹钢和热轧卷期货在周三下跌。预计中国市场短期内不会回暖,最早也要等到中国假期结束后。
Meanwhile, due to the approaching eight-day Chinese New Year holiday, market transactions are gradually decreasing in China, resulting in a fall in Chinese rebar and hot rolled coil futures on Wednesday. No near-term recovery is expected in Chinese market until China's return from the holiday at the earliest.
尽管土耳其国内市场的市场参与者都在关注土耳其中央银行1月23日的贷款决定,但在高利率的影响下,螺纹钢的需求在周三并未出现好转。
While market participants in Turkey's domestic market are focused on Turkey's Central Bank's loan decision on 23 January, demand for rebar showed no improvement on Wednesday amid high interest rates.
一些经济学家预计周四利率将再次下降250个基点,而另一些经济学家则认为利率应保持稳定,认为在高通胀的情况下于2024年12月降息是一个错误。
Some economists expect another 250 base points decline in interest rates on Thursday, while others think they should be kept stable, seeing the December 2024 reduction as a mistake amid high inflation.
周三,土耳其钢厂对螺纹钢的出厂报价为547-560美元/吨,而库存商的报价则低至540美元/吨。
On Wednesday, Turkish mills' offers for rebar stood at $547-560/t ex-works while prices as low as $540/t were available from stockists.
Kardemir周三以较低的价格开始销售方坯(见Kallanish相关报道)。
Meanwhile, Kardemir opened billet sales on Wednesday at lower prices (see separate Kallanish article).
周三土耳其拆船废钢交货价为340-358美元/吨。
Turkish shipbreaking scrap prices stood at $340-358/t delivered on Wednesday.
截至周三收盘,土耳其货币的汇率为35.65土耳其里拉/美元。
The Turkish currency was pegged at TRY 35.65/dollar by Wednesday business close.
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