位置:中游情绪:利好参考度:4/10


美国优质废钢市场正经历重大市场调整,钢厂对2026年合同条款进行重新评估。自2022年4月达到峰值以来,1号重废价格近乎腰斩,这反映出供应充足,对供应稀缺的担忧有所减轻。钢厂越来越倾向于选择价格更便宜的现货市场,而非为长期协议支付过高价格。业内人士透露,目前加拿大堆场至少有50万吨优质废钢闲置,这表明短缺情况并未出现。

此前数年,因疫情引发的担忧,市场对优质废钢过度承诺采购。如今,买家更注重可持续的价格与利润率,而非追求销量增长。过去看似合理的溢价,如美国金属市Ŝ..AMM)价格每吨再加50美元,正在重新协商,这表明美国废钢市场的操作更加规范。

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