意大利生铁买家拒绝接受更高的非俄罗斯生铁价格

Italian pig iron buyers rebuff higher, non-Russian prices

Kallanish（开阑商务信息咨询）报道，意大利市场上的生铁报价正在上涨，原因是俄罗斯之外的供应稀缺。不过，港口库存充足，买家持谨慎态度。

Italian pig iron asking prices are rising, owing to a scarcity of supply alternatives to Russia, Kallanish notes. However, port stocks are plentiful and buyers are cautious.

一家乌克兰生产商在意大利的生铁报价为460美元/吨cfr及以上，因等级而异，巴西生铁报价为470美元/吨cfr。

A Ukrainian producer is offering pig iron in Italy at $460/tonne cfr and higher depending on grade, whereas Brazilian material is being offered at $470/t cfr.

尽管如此，主要钢铁港口马尔盖腊港的生铁库存仍很充足，因为买家在上个月欧盟的俄罗斯生铁配额用完之前已购入俄罗斯材料。

Pig iron stock availability at the primary steel port of Marghera is nevertheless robust, as buyers acquired Russian material prior to the exhaustion last month of the EU’s Russia pig iron quota.

最近一份从俄罗斯合法进口生铁的合同大约在三周前执行，涉及一艘载重量约为2万吨的大型船只。预计这批生铁将运抵马尔盖腊港。据推测，交易价格约为370美元/吨cfr。

The most recent contract for legally imported pig iron from Russia was executed approximately three weeks ago, involving a substantial vessel with a capacity of around 20,000 tonnes. This is now anticipated to arrive at Marghera. The deal price is speculated to be approximately $370/t cfr.

目前，意大利消费者不愿购买价格较高的材料，因为乌克兰冲突的潜在解决可能导致取消对俄罗斯材料的限制。

Italian consumers are now reluctant to engage in purchases of higher-priced material, as the potential resolution of the conflict in Ukraine could lead to the removal of restrictions on Russian material.

虽然库存充足，但对生铁的需求仍然低迷，尤其是铸造厂，它们的开工率只有50%，受到持续经济衰退的严重影响。

While inventory levels are robust, demand for pig iron remains subdued, particularly among foundries that are operating at only 50% of their capacity, significantly impacted by the ongoing economic downturn.

据悉，一家钢厂有足够的合法俄罗斯生铁库存来满足其2025年全年的需求。与此同时，乌克兰生铁生产商的目标价为500美元/吨cfr Nola，并以更高的价格在美国销售。

One steel mill is reported to have sufficient legal Russian pig iron inventory to meet its needs for the entirety of 2025. In the meantime, Ukrainian pig iron manufacturers are aiming for $500/t cfr Nola and selling at higher rates in the US.

意大利铸造协会Assofond称，市场正经历停滞，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。

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.

同时，由于卢布对美元持续升值，俄罗斯生铁出口商暂缓报价。再加上供应过剩、与制裁有关的付款问题以及买家的谨慎态度，导致不确定性增加（见Kallanish 3月20日报道）。

Meanwhile, Russian pig iron exporters are holding back offers due to the continued appreciation of the rouble against the dollar. This, combined with excess supply, sanctions-related payment complications, and buyers’ cautious approach, is adding to uncertainty (see Kallanish 20 March).