Pakistan really is the only game in town currently with two more cargoes lined up at relatively stable prices in the mid/ high-$310s/t cfr - one ex-Australia and one from China - plus strong rumours of a third. The Australian deal takes the fob Townsville price down substantially towards $300/t fob but in truth there were few options with Indian buying once again non-existent. This is what is really worrying producers globally and there are reports of a further weakening in the Chinese fob prices towards $300/t fob. Further production cuts seem likely.
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机译:巴基斯坦确实是该镇唯一的竞争者,目前有另外两批货物以相对稳定的价格排列在中/高至$ 310s / t CFR的价格上-一位来自澳大利亚,一位来自中国-加上传闻中有三分之一。澳大利亚的交易使汤斯维尔(FOB Townsville)的价格大幅下跌至$ 300 / t FOB,但事实上,印度再也没有购买的选择。这是真正令全球生产商担忧的事情,有报道称,中国离岸价进一步走弱至$ 300 / t FOB。似乎有可能进一步减产。
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