业内人士称土耳其越来越多地使用半成品材来替代废钢

Turkey increasingly uses semis to offset scrap: conference

上周在伊斯坦布尔举行的Kallanish（开阑商务信息咨询）2025废钢会议上，SteelWise主管Emrah U?ursal表示，由于方坯和板坯进口量增加，土耳其钢厂去年成功地保持了对废钢价格的压力。

Turkish mills managed to keep pressure on scrap prices last year thanks to a higher volume of alternative billet and slab imports, SteelWise director Emrah U?ursal said at Kallanish Steel Scrap 2025 in Istanbul last week.

U?ursal说：“当废钢价格疯狂上涨时，方坯和板坯就会成为重要的废钢替代品。”他还指出，土耳其的半成品材-废钢比率在2024年升至39%，创历史新高。

“Billet and slab become important scrap substitutes when scrap prices go crazy,” said U?ursal, and pointed out Turkey’s semis-scrap ratio rose to 39% in 2024, a historical high.

U?ursal指出，2024年土耳其的板坯和方坯进口量分别增至410万吨和380万吨。2023年的进口量分别为280万吨和310万吨。

U?ursal noted that Turkey’s slab and billet imports rose to 4.1 million tonnes and 3.8mt respectively in 2024. These were 2.8mt and 3.1mt respectively in 2023.

U?ursal表示，印度尼西亚和马来西亚已成为土耳其重要的方坯供应商，东南亚供应商已取代俄罗斯和乌克兰供应商的主导地位。从与土耳其签订自由贸易协定的马来西亚的进口量同比增至五倍。

Indonesia and Malaysia have become important billet suppliers to Turkey, U?ursal observed, as the dominance of suppliers from Russia and Ukraine has been replaced by Southeast Asian players. Imports from Malaysia, with which Turkey has an FTA, were five times higher on year.

价格方面，U?ursal指出，2024年废钢与东南亚方坯进口的平均价差为140美元/吨，废钢与独联体方坯进口的平均价差为125美元/吨。不过，这一价差已降至105美元/吨。

Regarding prices, U?ursal noted that the 2024 average price spread between scrap and Southeast Asian billet imports stood at $140/tonne, and scrap and CIS billet imports stood at $125/t. However, it came down to as low as $105/t.

U?ursal说：“废钢-方坯价差低于上述数值，对土耳其螺纹钢生产商来说，进口方坯更具吸引力。”

“A scrap-billet spread below these values makes billet imports more attractive for Turkish rebar producers,” said U?ursal.

不过，他也强调，尽管有时方坯也是一种有竞争力的替代品，但废钢仍是土耳其的主要原材料。

However, he also emphasised that, despite billet providing a competitive alternative at times, scrap continues to remain Turkey’s main raw material.

U?ursal指出：“尽管价格更具吸引力，但由于交货期较长以及土耳其产品的多样性，方坯并不总是比废钢更受欢迎。最重要的是，废钢是钢厂高效运行的必要条件。”

“Despite a more attractive price, billets are not always preferable against scrap due to longer delivery dates and Turkey’s product diversity. Most importantly, scrap is necessary for the efficient operation of a mill,” U?ursal noted.

他最后说，他看好2025年的废钢价格。

He concluded that he is bullish about scrap prices in 2025.