由于邻国的废钢报价飙升,加上巴基斯坦的钢厂在废钢库存低的情况下积极预订,供应商正在提高对巴基斯坦的报价。
Following the surge in scrap offers in neighbouring nations coupled with aggressive bookings by Pakistan-based mills amid low scrap inventories, suppliers are reported hiking their offers to Pakistan.
上周初,原产于英国和欧盟的碎废钢报价上涨35-40美元/吨,至472-475美元/吨cfr卡西姆港。随后在周三上升到480-482-485美元/吨cfr卡西姆港。Kallanish(开阑商务信息咨询)获悉,周四和周五的报价为485-490美元/吨cfr卡西姆港。
Early last week, offers for UK- and EU-origin shredded scrap surged by $35-40/tonne to $472-475/t cfr Port Qasim. They then grew to $480-482-485/t cfr Port Qasim on Wednesday. Offers on Thursday and Friday were noted at $485-490/t cfr Port Qasim, Kallanish notes.
周一和周二,巴基斯坦钢厂以473-475美元/吨cfr的价格预订了约3,000吨原产于英国的碎废钢,而在周三和周四,约4,000-5,000吨原产于英国的碎废钢以480-483美元/吨的价格成交。周五没有听说达成任何交易。
Pakistan-based mills booked around 3,000 tonnes of UK-origin shredded scrap at $473-475/t cfr on Monday and Tuesday, whereas around 4,000-5,000t of UK-origin shredded scrap was booked at $480-483/t on Wednesday and Thursday. No bookings were heard concluding on Friday.
“市场上出现恐慌和废钢短缺。”一位贸易人士周五说。“钢厂的库存低,而且知道阿联酋市场将关闭,欧洲市场也将从下周左右开始关闭,这就是为什么他们(钢厂)在积极地预订货物,即使价格很高。另外,卢比对美元也在持续下滑,这进一步影响了他们的成本。”
“There is a panic and shortage of scrap in the market,” a trading source said on Friday. “Mills have low inventories and know the UAE will be off and Europe will also be off starting next week or so, which is why they [mills] are seen aggressive to book the cargoes even at a high prices. Plus, the rupee is also continuously sliding against the dollar, which is further denting their costs.”
周五,原产于阿联酋的HMS1废钢报价进一步上升15美元/吨,至520-525美元/吨cfr卡西姆港。上周一的报价为515-520美元/吨,比前一周略微上升5-10美元/吨。上周,从阿联酋预订了约1,000-1,500吨HMS1废钢,价格为515-520美元/吨cfr卡西姆港。
Offers for United Arab Emirates-origin HMS1 surged by a further $15/t on-week to $520-525/t cfr Qasim on Friday. Offers last Monday were noted at $515-520/t, which were marginally up by $5-10/t from the week before last. Last week, around 1,000-1,500t of HMS1 scrap were booked from UAE at $515-520/t cfr Port Qasim.
来自英国的HMS 80:20废钢报价为450-460美元/吨cfr卡西姆港,但没有达成交易。
The market also received offers for HMS 80:20 from the UK at $450-460/t cfr Port Qasim; however, no bookings were made.
“市场已经变得艰难,HMS废钢已经涨到难以置信的水平。”另一个消息人士说。“这就像一场竞争:卖家以印度市场飙升为由提高他们在巴基斯坦的报价。但在我看来,如此高的废钢价格不会维持很久;市场将在未来两到三周内发生冲突。”
“The market has become tough and HMS has gone to insanely high levels,” opines another source. “It is like a competition: sellers are hiking their offers in Pakistan by citing the surging sentiment in India. But in my opinion, this high level of scrap will not sustain for long; the market will clash in the coming two to three weeks.”
巴基斯坦国家银行已经将利率提高1.5%至15%,这将进一步损害在未来几天通过开立信用证采购废钢的钢厂的信贷。
The State Bank of Pakistan has hiked the interest rate by 1.5% to 15%, which will further hurt the mills taking credit by opening letter of credit to procure scrap in the coming days.
同时,在孟加拉国没有达成交易。多位消息人士证实,该国正面临着严重的美元短缺,因此最近几周钢厂无法采购任何进口废钢。
Meanwhile, no bookings were done in Bangladesh. Multiple sources have confirmed the nation is facing an acute shortage of dollars, owing to which mills have not been able to procure any imported scrap in recent weeks.
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