achtet mal auch insbesondere auf den letzten satz. :D
More Inquiries, Higher Mo Prices in Europe:
While the US moly market was not active, European consumers have started to come into the market for March. One source said that he had roughly 240 mt of inquiries, mostly for early March. Producers and converters report that they are well sold an unable to quote on all the inquiries they have received. "Too many consumers are buying on a hand-to-mouth basis," said one seller. "The result is that they are scrambling to find material." Even when the Chinese return from vacation, the supply tightness is unlikely to ease, market sources say, because export taxes and quotas will slow the flow of material from China. FeMo sales were reported in Europe at $63.50-66 per kg. Some traders questioned the validity of a sale at $66, even for less than truckload quantities. Many, however, said they had raised their price ideas to $65. Oxide prices also rose in Europe, with a buyer reporting a purchase of two truckloads at $25.75 per lb. A trader said he had sold briquettes at $26.35. Another supplier was offering briquettes at $26.50. "Anyone who has waited to buy material," said a US source, "is in trouble. There is just not much oxide or FeMo around." (End)
My comment: The Ryan\\'s Notes writer although well informed has missed the point that when China\\'s 2 wk NY holidays (basically a time of Chinese industry standstill) are over, China\\'s internal industrial demand for Mo will also pick up, thereby adding further pressure on supply tightness.
I personally expect Mo to price nearer the $30.00 p/lb mark by the end of March..Ken
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