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South for the summer

机译:夏天南部

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摘要

Capesize rate levels have fallen by more than one-third in the past month. However, some analysts are noting that the rise of the market was caused by China, so the fall must also have been caused by China. The suggestion is that when Brazil and Australia proposed large price increases, Chinese importers acted with financial prudence in ordering as much at the old price as they could. Iron and steel manufacturing could not keep up with increased imports, and the balance was stockpiled in China awaiting use.
机译:在过去的一个月里,好望角型船运价水平下降了三分之一以上。但是,一些分析家指出,市场的上涨是中国造成的,因此下跌也一定是中国造成的。建议是,当巴西和澳大利亚提议大幅提价时,中国进口商出于财务审慎考虑,以尽可能多的旧价格订购。钢铁制造业跟不上进口量的增加,剩余的库存在中国等待使用。

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