必和必拓警告全球钢铁过剩

英国《金融时报》 哈维尔•布拉斯 伦敦报道

BHP Billiton yesterday warned that a global glut of steel will hit “near-term demand” for steelmaking commodities such as iron ore and coking coal, two of the star performers in raw materials markets so far this year. The views of the world’s biggest miner are closely watched by commodities traders as the company has a unique vantage on global trends, producing industrial raw materials from iron ore to copper and thermal coal.

必和必拓(BHP Billiton)昨日警告称,全球钢铁过剩将冲击铁矿石和炼焦煤等炼钢用大宗商品的“短期需求”。该全球最大矿商生产从铁矿石到铜和电煤等各种工业原料。鉴于其在观察全球趋势方面拥有无可比拟的优势,它的观点受到大宗商品交易员的密切关注。今年迄今,铁矿石和炼焦煤是原材料市场表现最突出的两种商品。

“With global steel production running ahead of real demand in the quarter ended June 2010, we expect output to soften from the record highs achieved in April,” the miner said in its annual results report.

必和必拓在年度业绩报告中表示:“在今年截至6月底的季度,全球钢铁产量超过了实际需求,因此,我们预计产出将从4月份的历史高点有所回落。”

Steelmakers in China, Japan, Europe and the US have already announced output cuts for the second half of the year.

中国、日本、欧洲和美国的钢铁企业已宣布,在今年下半年削减产出。

But Marius Kloppers, chief executive, later said the outlook was unclear even for the short-term as some Chinese steelmakers had ramped up production again over the past two weeks as local prices in the country improved.

但必和必拓首席执行官高瑞思(Marius Kloppers)后来表示,随着中国国内钢价上涨,中国一些钢厂在过去两周再次扩大生产,现在即使是短期前景也不明朗。

The price of iron ore and coking coal has doubled since last year as steel production surged, boosting the profitability of BHP Billiton and rivals Rio Tinto and Vale of Brazil.

自去年起,随着钢铁产量大幅飙升,铁矿石和炼焦煤价格也翻了一番,推高了必和必拓及其竞争对手力拓(Rio Tinto)和巴西淡水河谷(Vale of Brazil)的盈利能力。

Spot iron ore prices hit a two-year high above $180 a tonne in April, only to fall back, hitting a low of $117 a tonne in June. Since then, prices have recovered.

今年4月,铁矿石现货价格创下了每吨逾180美元的2年来新高,之后一路下跌,在6月份跌至每吨117美元的低点。此后价格又有所回升。

Yesterday, benchmark spot iron ore prices from Australia – which feature 62 per cent iron content – fell to $145.5 a tonne, a level that analysts believe could signal a ceiling for the short term, with a floor around $120 a tonne.

昨日,澳大利亚铁矿石基准现货(含铁62%)价格跌至每吨145.5美元。分析师认为,这一水平可能是短期内铁矿石价格的最高水平,而最低价在每吨120美元左右。

China is by far the world’s largest importer of the steelmaking commodities, accounting for half of the market, followed by Japan, South Korea and Germany.

中国是全球遥遥领先的第一大炼钢用大宗商品进口国,进口量占到整个市场的一半,随后是日本、韩国和德国。

BHP Billiton was far more positive for base metals, particularly copper. It said that consumers were restocking copper and that premiums – the amount paid above the London Metal Exchange prices for physical supplies – continued to rise.

必和必拓对贱金属(尤其是铜)的前景则要乐观得多。该公司表示,客户正重新补充铜的货存,而为实物供应而支付的溢价——超出伦敦金属交易所(LME)价格的部分——则继续上涨。

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