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首页> 外文期刊>McCloskey s Coal Report >Taipower and Napocor pay up to secure supply
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Taipower and Napocor pay up to secure supply

机译:台电和Napocor付费以确保供应

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摘要

The tightness in the Asian market has been further underlined over the last two weeks with two high profile bouts of Asian utility buying. First Taipower bites the bullet and accepts record prices, more than 12 dollars higher than at its last tender in March, then Napocor, which had been unable to keep up with the pace of the market's ever increasing price rises, discarded its tender process and negotiated directly with suppliers. This saw a deal reached with Shenhua for a significant volume of new tonnes (a rarity from a Chinese producer over recent times) and headline prices from Indonesian producers nearing 70 dollars FOB. While the benchmark prices of Newcastle, Richard Bay and Europe have come off from the highs two weeks ago, they have recently consolidated again on the conviction that supply will be tight for the rest of 2007 and into 2008. This has been highlighted by a number of Cal 08 Newcastle deals showing very bullish sentiment. Yesterday there were three transactions on globalCOAL for a total of 1.4mt of 2008 business at index +1 dollar/t. Today 360,000t was traded at 65 dollars FOB for Cal 08.
机译:在过去的两周中,亚洲市场的紧张状况得到了进一步的强调,其中两次是亚洲公用事业机构的抢购热潮。首先是台电咬紧牙关,接受了创纪录的价格,比3月份的最后一次招标高出12美元,然后是Napocor,后者无法跟上市场不断上涨的价格上涨的步伐,放弃了招标程序并进行了谈判。直接与供应商联系。这与神华达成了一笔交易,新吨的交易量很大(近期中国生产商很少),印尼生产商的总价格接近FOB 70美元。尽管纽卡斯尔,理查德湾和欧洲的基准价格已从两周前的高位回落,但由于坚信2007年余下时间和2008年的供应将趋紧,它们最近又重新进行了盘整。 Cal 08 Newcastle的交易显示非常乐观的情绪。昨天,globalCOAL进行了三笔交易,总计1.4公吨2008年业务,价格指数为+1美元/吨。如今,Cal 08的360,000t的交易价为FOB 65美元。

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