在铁矿石行业将面临一个“突破点”,如果产量继续攀升,价格驱动之下US30美元每吨,根据彭博智力。
这就是水平,许多世界上最大的生产商将处于或低于成本,被迫关闭的矿山,根据分析师彭博智能肯尼思·霍夫曼。它比目前水平低大约44%。
最大的生产商包括必和必拓和力拓都在增加供应,努力降低他们的平均成本。这是建立一个全球性的过剩,并在过去12个月拉低价格53%。今年海运铁矿石供应量将超过12930万吨的需求在2017年,从55万吨预计供过于求,根据摩根士丹利。
“矿工说他们会提高产量,尽可能降低他们的总体单位成本,这可能会继续给力的价格显著降低,直到他们达到一个临界点,”霍夫曼说,周五在一份报告中。
在2014年的四个最大的生产商的平均标准的运营成本是US38.52美元一吨,根据霍夫曼。
铁矿石在青岛的中国口岸下降了4%,至US53.14美元一吨上周五,根据金属导报的数据。
无论必和必拓和力拓都捍卫了自己的生产策略,坚持任何举动削减量只会提示的竞争对手,以提高产量和扩大市场份额。而Fortescue金属集团,安德鲁福雷斯特,本月呼吁最大的生产上限输出董事长提振价格,力拓公司首席执行官萨姆·沃尔什在周四驳回了主意,因为“绝对荒谬的。”
“它不会帮助我们在较长时期内托,实际上是没有竞争力的项目,”沃尔什说
The iron-ore industry will face a "breaking point" if output continues to climb and prices are driven below $US30 a metric ton, according to Bloomberg Intelligence.
That's the level where many of the world's biggest producers would be at or below cost and forced to shut mines, according to Kenneth Hoffman, an analyst at Bloomberg Intelligence. It's about 44 per cent lower than current levels.
The largest producers including BHP Billiton and Rio Tinto are increasing supply in an effort to lower their average costs. That's creating a global glut and pulled down prices 53 per cent in the past 12 months. Seaborne iron-ore supply will exceed demand by 129.3 million tons in 2017, up from an estimated oversupply of 55 million tons this year, according to Morgan Stanley.
"Miners are saying they will ramp up production as much as possible to lower their overall unit costs, which will likely continue to force prices significantly lower until they reach a breaking point," Hoffman said Friday in a report.
The average standardised operating costs for the four largest producers in 2014 was $US38.52 a ton, according to Hoffman.
Iron ore at the Chinese port of Qingdao fell 4 per cent to $US53.14 a ton on Friday, according to Metal Bulletin data.
Both BHP and Rio Tinto have defended their production strategy, insisting that any move to cut volumes would simply prompt rivals to raise output and gain market share. While the chairman of Fortescue Metals Group, Andrew Forrest, this month called for the biggest producers to cap output to boost prices, Rio Tinto CEO Sam Walsh on Thursday dismissed the idea as "absolute nonsense."
"It won't help us in the longer term to prop up projects that are actually not competitive," Walsh said.
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SF
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难道澳币靠教育,农业,旅游,移民能支撑?
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卖给需求量大的岛国
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大矿商是要挤垮小矿商,最后形成大寡头垄断
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怎么感觉像是机器翻译的
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看这中文还不如英文来得痛快:dizzy:
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谷歌翻得吧
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