俄罗斯方坯出口商在卢布波动中保持谨慎
Russian billet exporters exercise caution amid rouble fluctuations
市场参与者告诉Kallanish(开阑商务信息咨询),由于卢布可能走强,或将限制降价的可能性,许多俄罗斯方坯出口商在提供出口报价时都很谨慎。
Many Russian billet exporters were cautious in providing export indications due to the potential for rouble strengthening, which would limit the possibility of reducing prices, market participants tell Kallanish.
卢布汇率在11月27日跌至110后,于12月7日回升至99.4215卢布兑1美元,前者是自乌克兰战争爆发以来的最低水平。汇率波动是11月21日宣布的制裁造成的,制裁针对数十家俄罗斯银行,包括Gazprombank,后者此前因其促进油气出口的作用而免受制裁。
The rouble strengthened to 99.4215 per dollar on 7 December, after dropping to 110 on 27 November, its lowest level since the start of the war on Ukraine. The exchange rate fluctuations were a result of sanctions announced on 21 November, which targeted dozens of Russian banks, including Gazprombank, which had previously avoided sanctions due to its role in facilitating oil and gas exports.
卢布进一步走强的可能性会促使俄罗斯出口商修改报价,从而限制进一步降价的可能性。尽管受到需求疲软和主要国外市场下行压力的限制,但仍有可能提高价格。
The potential for further rouble strengthening could prompt Russian exporters to revise their offers, limiting the availability of further reductions. Increases remain possible, although limited by weak demand and downward pressure in key foreign markets.
预计俄罗斯出口商还将根据央行预计于12月20日上调关键利率的情况对形势进行监测。
Russian exporters are also expected to monitor the situation in light of the central bank’s anticipated key interest rate increase on 20 December.
因此,在12月29日左右开始的冬季假期前敲定交易的时间有限。正常活动预计将在2025年1月13日后恢复。
This leaves limited time to finalise deals before the winter holiday break, which starts around 29 December. Normal activity is expected to resume after 13 January 2025.
据报道,前一周土耳其的交易价格为460美元/吨cfr,上周土耳其客户寻求的价格为450-455美元/吨cfr。在埃及,俄罗斯原产方坯的报价为490美元/吨cfr,反映出该国的支付困难。
Following reports of deals at $460/tonne cfr in Turkey the previous week, Turkish customers were last week seeking prices of $450-455/t cfr. In Egypt, offers of Russian origin were heard at $490/t cfr, reflecting the country's payment difficulties.
俄罗斯原产方坯的估价为440-450美元/吨fob黑海。
Russian-origin billet was assessed at $440-450/t fob Black Sea.
盘条价格为500-515美元/吨fob,取决于生产商、市场条件和装运条款(fob或cfr)。
Wire rod was available at $500-515/t fob, depending on the producer, market conditions, and shipment terms – fob or cfr.
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