主题:刚看到澳洲消息,中国接受了铁矿石33%的降幅,真的吗? -- 威尔森
澳洲TheAge报 刚报道说,中国接受了铁矿石33%的降幅,在这场较量中,力拓完胜。
我看完后,心里这个难受,希望不是真的.
奇怪的是,TheAge引用的是中国的消息来源 the China Business News。谁知道the China Business News是什么刊物?
链接如下:
http://business.theage.com.au/business/china-accepts-33-iron-ore-price-cut-report-20090708-dd1m.html
英文版中国日报上也有了
我这里的报道,淡水河谷的:
7th July 2009
RIO DE JANEIRO - Brazilian miner Vale said on Tuesday that China must choose between continuing to buy ore at an annually-revised benchmark price or switching to spot market purchases.
If China, the world's largest iron ore importer, opts to buy from Vale through the benchmark system, it must accept the iron ore price the company has already set with other Asian steel mills, said Vale CEO Roger Agnelli.
"The benchmark is given. It is established," said Agnelli at a news event. "The client chooses what he wants. The Chinese need to choose what they want."
Seeking a deeper 40 percent cut in annual term prices, Chinese steel mills rejected in May the 33 percent cut in iron ore benchmark prices that Asian steel mills and Australia's Rio Tinto agreed upon.
Traditionally, the price agreed upon by the first major miner and steel mill in annual negotiations becomes the benchmark for the rest of the industry.
定价权不在手上。需要想其他办法。
http://finance.ifeng.com/topic/zlgszc/news/hgjj/20090708/904679.shtml
而且说是宝钢的,不知道是真是假
本报记者独家获悉了四人身份——四人中身份最为显眼是澳籍华人胡士泰。作为力拓上海首席代表、哈默斯利铁矿中国区的总经理,他负责力拓在华矿石的销售工作。据知情人士透露,7月5日当天,随同其本人被相关部门带走的还有他的个人电脑。
而有知情人士告诉记者,胡士泰与谭以新来往颇多,关系密切。
期货玩不过,现货也玩不过;自己是大买家玩不过,是大卖家还是玩不过。只好双手一摊。
现在看起来,拿到多过33%的折扣很难。
http://finance.sina.com.cn/chanjing/cyxw/20090709/03496458606.shtml
只找到这个
http://www.chinadaily.com.cn/bizchina/2009-07/09/content_8400403.htm
No deal yet on iron ore contracts
- -- 系统屏蔽 --。
不过TG为啥这事情上没啥发言权?就是因为自己的确需要?分化不知道有没有效果,sigh,倒是他们分化我们很有效果,这几个抓走的有没有内奸?我看很可能有。说来,历史上有没有类似的事件?
铁矿其实不是稀缺资源,成本低又高品位的铁矿才是。如果淡水、力拓、必拓这样的惹急了TG,TG还是掌握玩死他们的筹码:我们现在有钱,我们还有很好的开发低品位矿的技术,最重要的是,三大这样玩弄市场,TG也不惮用其他方法玩市场。
06年底谈判是涨19%,现在又翻了一倍,看来是能捞一把就捞一把。