节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


10月17日(周五),据三位直接参与谈判人士透露,日本买家与全球生产商之间关于季度定价的谈判历时格外漫长。此次谈判聚焦10月 – 12月船期的原铝升水报价,双方意见分歧巨大,差距难以弥合。

日本作为亚洲主要铝进口国,在伦敦金属交易所(LME)现货价基础上,每季度支付的升水设定地区基准。然而,季度开始数周后谈判仍在持续,这一情况实属罕见。

日本买家与力拓、South32等全球供应商的谈判始于9月初。需求低迷背景下,生产商最初对10 – 12月船期的升水报价为每吨98美元至103美元,较7 – 9月水平下降5% ...

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