俄罗斯的欧盟配额用尽，意大利生铁价格上涨

Italian iron rises as EU exhausts Russia quota

意大利生铁报价正在上涨，主要是受俄罗斯供应替代品稀缺的影响。一家乌克兰生产商在意大利的生铁报价为450-460美元/吨cfr，并正在与分销商谈判。

Italian pig iron asking prices are on the rise, primarily influenced by a scarcity of alternatives to supply from Russia. A Ukrainian producer is offering pig iron in Italy at $450-460/tonne cfr and negotiating with distributors.

Kallanish（开阑商务信息咨询）获悉，欧盟对俄罗斯原产生铁的年度配额为70万吨，有效期至12月31日，目前已经用完。

The EU’s 700,000-tonne annual quota for Russian-origin pig iron, valid until 31 December, has already been depleted, Kallanish notes.

另一家乌克兰生产商没有进入意大利市场，而是倾向于在美国销售，价格约为470美元/吨cfr。上个月，一家经销商参与了有关巴西生铁的谈判，定价约为470美元/吨cfr，但不清楚是否达成交易。

Another Ukrainian producer is absent from Italy, preferring to sell in the US at about $470/t cfr. Last month, a distributor participated in negotiations concerning Brazilian pig iron, with pricing at around $470/t cfr. However, it remains unclear if these discussions have culminated in a sale.

意大利铸造协会Assofond报告称，市场陷入停滞，而铸造厂和钢厂的成本却在持续上升。铸造行业去年的产量和营业额都出现大幅下降。一位消息人士称，意大利买家正在评估未来从邻国采购生铁的替代品。

Italian foundries association Assofond reports the market is experiencing stagnation, while costs for foundries and steel mills continue to rise. The foundries sector experienced a significant decline in both production and turnover last year. According to one source, Italian buyers are assessing alternatives from neighbouring countries for future pig iron procurement.

Assofond主席Fabio Zanardi在一份说明中说：“我们发现自己正处于前所未有的境地，能源价格飞涨，而市场需求却急剧下降。2022年，在能源危机最严重的时候，我们拥有稳定的需求和税收减免带来的巨大支持。”

“We find ourselves in a situation never seen before, with energy prices skyrocketing, while at the same time market demand is drastically declining,” Assofond president Fabio Zanardi says in a note. “In 2022, at the height of the energy crisis, we had solid demand and significant support from tax credits.”

Zanardi补充道：“今天，我们的情况完全不同，我们再也无法维持我们与主要竞争对手之间的竞争力差距。越来越迫切需要在欧洲层面进行干预，以协调能源价格，为欧洲大陆的整个制造业注入新的活力。”

“Today, we are in a completely different situation, and we are no longer able to sustain the competitiveness gap that separates us from our main competitors. It is increasingly urgent to intervene at a European level to harmonise energy prices and breathe new life into the continent\'s entire manufacturing industry,” Zanardi adds.

由于欧盟2025年的俄罗斯生铁制裁配额在短短两个月内就已用完，每月至少有10万吨的俄罗斯供应量（之前在欧盟销售）可能会转到土耳其。由于欧盟配额已用完，国内也没有重新分配的余地，土耳其过剩的供应量预计将给价格带来下行压力（见Kallanish 2月27日报道）。

Meanwhile, with the EU\'s Russia pig iron sanctions quota for 2025 exhausted in just two months, at least 100,000 t/month of Russian supply – previously sold in the EU – is likely to be redirected to Turkey. With no EU quota left and no room for domestic reallocation, excess volumes in Turkey are expected to put downward pressure on prices (see Kallanish 27 February).