推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 高盛集團日前發(fā)布報告稱，鐵礦石價格將會進一步下跌，并且在2020年前都將保持低位。
本周鐵礦石價格再次創(chuàng)出近6年新低至63美元/噸下方。高盛集團在鐵礦石價格預測中最為悲觀，其認為鐵礦石價格在很長時間內(nèi)都會維持在60美元/噸的低位(之前預測為80美元/噸)。根據(jù)UBS分析，60美元/噸的價格只有必和必拓和力拓才能盈利，F(xiàn)MG僅能做到盈虧平衡。
高盛的預測主要基于必和必拓和力拓持續(xù)增加供應低成本鐵礦石，中國增長速度放緩，中國礦商預計還會保持生產(chǎn)幾方面因素做出的。高盛分析師認為，接下來四年，澳大利亞和巴西計劃每年增產(chǎn)3億噸低成本鐵礦石，到2018年全球鐵礦石海運出口量將達到16.6億噸，預計將有4700萬噸的過剩產(chǎn)能。
高盛認為，價格預測下調(diào)如此之大是因為產(chǎn)能擴張只有在鐵礦石價格低于擴產(chǎn)邊際成本才會停止。而現(xiàn)在因匯率走低和油氣價格下跌，礦商擴產(chǎn)的邊際成本一直在走低。
高盛還認為，鐵礦石市場將會用很長時間才能從必和必拓和力拓低成本高盈利擴張模式中走出來。面對需求放緩和供應過量，市場平衡的摩擦與矛盾在2016年以后才會緩解。
