特朗普胜选后，土耳其废钢市场将目光投向中国
Turkish scrap market eyes China following Trump victory
Kallanish（开阑商务信息咨询）报道，自上周以来，一些土耳其钢厂降低国内废钢收购价格，而进口价格则有所提高。
Some Turkish mills have decreased their domestic scrap buying prices since last week, while import values have strengthened, Kallanish notes.
周三，据闻土耳其市场达成一宗法国废钢交易。一家马尔马拉钢厂周一购买了1.8万吨废钢，其中HMS 1&2 80:20的价格为359.5美元/吨，碎废钢和优质废钢价格为381.5美元/吨cfr土耳其。
A scrap booking from France was heard in the Turkish market on Wednesday. A Marmara mill bought 18,000 tonnes of scrap on Monday comprising HMS 1&2 80:20 at $359.5/tonne and shredded and bonus grade at $381.5/t cfr Turkey.
唐纳德·特朗普在美国总统大选中获胜后，土耳其废钢市场的焦点转向中国。大多数市场参与者预计，在中国本周宣布新的经济刺激计划之前，市场活动仍将疲软。特朗普再次当选后，市场对采取更强有力的刺激措施的预期有所增强。然而，特朗普的胜选在中长期内对中国经济构成威胁。
Following Donald Trump's victory in the US presidential election, Turkey’s scrap market is seen focusing on China. Most market participants expect activity to remain weak until China's announcement of a new economic stimulus package this week. Expectations for stronger stimulus measures have grown following Trump’s re-election. However, Trump's victory poses a threat to China’s economy in the medium and longer term.
由于特朗普胜选后欧元大幅贬值，土耳其钢厂预计比荷卢供应商将下调价格。 11 月 5 日，欧洲供应商对HMS 1&2 80:20的报价约为365美元/吨cfr土耳其。土耳其钢厂对欧盟原产HMS 1&2 80:20的目标价格目前甚至低于最新的法国原产废钢交易。尽管一些目标价格较高的供应商已经退出市场，但钢厂认为有足够数量的货物可以满足他们的需求。
Turkish mills are seen expecting Benelux suppliers to decrease their prices due to the sharp depreciation of the euro after Trump's victory. European suppliers' offers were at around $365/t cfr Turkey for HMS 1&2 80:20 on 5 November. Turkish mills' price targets for EU-origin HMS 1&2 80:20 are now even lower than the latest France-origin deal. Although some suppliers, targeting higher levels, have stepped back from the market, mills think there is a sufficient number of cargoes to meet their requirements.
在近海市场，最新的交易于11月5日以345美元/吨cfr土耳其价成交。然而，由于欧元走弱，钢厂的出价降至340美元/吨cfr以下，周三欧元对美元汇率为1.075。
In the short-sea market, the latest deals were concluded at $345/t cfr Turkey on 5 November. However, mills decreased their bid prices to below $340/t cfr due to the weaker euro, at $1.075 on Wednesday.
在欧盟，荷兰和比利时的回收价徘徊在290欧元/吨左右，法国为285欧元/吨，与本周初持平。
In the EU, collection prices are hovering at around €290/t in the Netherlands and Belgium, and €285/t in France, unchanged from earlier this week.
土耳其一家钢厂本周以500-505美元/吨cfr从越南购买了一批5万吨的方坯。
Meanwhile, a 50,000t billet cargo from Vietnam was bought by a Turkish mill at $500-505/t cfr this week.
土耳其钢厂正在努力向国外和国内市场销售钢材。在需求低迷和Kardemir下调螺纹钢价格的情况下，钢厂周三又将螺纹钢价格下调5美元/吨，至600-620美元/吨出厂价。而一周前的价格为620-640美元/吨。
Turkish mills are struggling to sell steel abroad and in the domestic market. Amid poor demand and Kardemir's rebar price cut, mills decreased their rebar prices by another $5/t on Wednesday to $600-620/t ex-works. This is versus $620-640/t a week earlier.
周三，土耳其拆船废钢交货价为365-380美元/吨，低于一周前的365-385美元/吨。
Turkish shipbreaking scrap prices stood at $365-380/t delivered on Wednesday, down from $365-385/t a week earlier.
截至周三收盘，土耳其货币的汇率为34.25土耳其里亚尔/美元。值得注意的是，里拉的走势与新兴货币截然不同，是周三少数几种对美元升值的货币之一。
The Turkish currency was pegged at TRY 34.25/dollar by Wednesday business close. Interestingly, the lira diverged positively from emerging currencies, being one of few currencies that appreciated against the dollar on Wednesday.
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