主题：【原创】围城打援，各个击破 与澳FMG达成铁矿石长期协议 -- 天高云

0911合约从最低的3400/吨，4个月时间内急冲到4900/吨。

估计会在4000~4200稳定下来。

那么现货的价格估计在4000/吨左右稳定下来。

以后一段长的时间内，变化应该不会太激烈了。

看了白益民先生写的那些文章,以及从一些人口中说出的日本投资中国的种种布局.

感觉到,日本现在对中国的投资已经构成了恶意投资!是属于占领控制模式的投资.

中共真的应该查一查了.

抓住日本的软肋,对我们其他的谈判也有好处.比如钢铁.日本对世界上某些资源的控制现在真的是很深入的.

凭什么日韩几千万吨的订货要决定中国几十亿吨订货的价格？

所以，这个定价权，中国是抢定了

不管你力拓高兴还是不高兴

FORTESCUE ACHIEVES CHINA IRON ORE PRICE

AND TOTAL VOLUME AGREEMENT FOR 2009

Perth 17 August 2009: Fortescue Metals Group Ltd (“Fortescue”

“ASX”:”FMG”) has achieved a landmark agreement with Baosteel Group

Corporation (Baosteel) and China Iron and Steel Association (CISA) for an

agreed China price for all Fortescue iron ore sold to Chinese mills for the period

July 1 to December 31, 2009.

The agreement, signed by Baosteel and CISA, commits Chinese steel mills to

acquire approximately 20 million wet metric tonnes from Fortescue for the

period between 1 July and 31 December 2009.

The agreed price is US$0.94 / dry metric tonne unit (“dmtu”) for Fortescue’s

Rocket Fines (on an FOB basis) and is around 3% under the price agreed by

other Australian producers with non Chinese Steel mills. This price equates to

approximately US$55.50 per dry tonne for Fortescue grade iron ore. Fortescue

has also agreed a lump price of US$1.00/dmtu for high grade lump which is

equivalent to approximately US$61 per dry tonne FOB.

A condition subsequent to this agreement is the completion of finance by 30

September 2009, by Chinese financiers on terms acceptable to Fortescue. This

is estimated by Fortescue to be an amount of US$5.5 billion to US$6 billion.

Under the Agreement, CISA has guaranteed that a priority will be given to FMG

to negotiate iron ore prices for 2010 if the annual pricing negotiation is

conducted.

Fortescue Chief Executive Officer, Mr Andrew Forrest, said the agreement

breaks the market impasse which has enveloped the Chinese iron ore industry

in uncertainty and added risk for the past 12 months.

“This groundbreaking agreement cements the strength of the bilateral

relationship between Australia and China in which mutual issues can be

resolved and future opportunities identified. It also creates a realistic and

agreed iron ore price that delivers value for all parties and provides strong

support for Fortescue’s continued growth” Mr Forrest said.

“The ongoing market speculation has promoted unprecedented iron ore and

steel price volatility, which in turn has created extreme production uncertainties

for Chinese steel mills and for suppliers setting individual contracts with those

mills.

“This agreement eliminates that price uncertainty, sets a solid platform for

Fortescue to deliver increased product into China and affirms our close working

relationship with CISA and all Chinese steel mills.”

Fortescue notes that while the price of steel in China has nearly doubled over

the past three months, it has fallen by 20% over the past 10 days alone,

reflecting the continued volatility in the industry.

“This agreement highlights Fortescue’s extraordinary achievement of becoming,

in only our first year of production, a critical element in the Chinese steel market

and guarantees our short to medium term tonnage volumes and underpins cash

flows irrespective of market volatility,” Mr Forrest said.

ENDS