UPDATE: CISA Vice Chairman: Ore Talks May End In Around 10 Days
July 23 2009 - 12:27AM
Dow Jones News
Iron ore negotiations between Chinese steel mills and suppliers
may conclude in around 10 days, said Li Xiaowei, vice chairman of
the China Iron and Steel Association, which has been spearheading
the talks for the Chinese side.
"You will see an outcome (from the negotiations) in around 10
days," Li told reporters on the sidelines of a local investment
forum. "It's impossible for China to accept the 33% price
(cut)."
"Supply and demand rely on each other like teeth and lips. Those
who only chase monopoly and windfalls will eventually lose more,"
Li added.
Li is also chairman of Hunan Valin Iron & Steel Group, which
owns just over 17% in Fortescue Metals Group Ltd. (FMG.AU), making
it the Australian miner's second-largest shareholder.
Li said China's annual iron ore demand of 450 million metric
tons means it should be deciding what price is right for the raw
material.
Companies should seek a "China price" and a "China mechanism,"
Li said, indicating China wants to set its own mechanism for global
iron ore prices.
The 2009-10 contract year iron ore negotiations between Chinese
mills and the world's top ore suppliers Rio Tinto PLC (RTP), BHP
Billiton Ltd. (BHP) and Vale S.A. (VALE) have been particularly
tortuous this year as both sides have refused to back down on the
extent of price cuts.
Already, some Chinese steel mills have agreed to provisional
prices for iron ore until a final price is set. As several key
buyers adopted a 33% discounted price as the provisional price, it
was seen to indicate Chinese steel mills expect it will be the
final price to emerge from current talks between government-linked
negotiators and major mining companies.
On Hunan Valin's outlook, Li said the company doesn't have
another overseas merger and acquisition target after it completed
its equity acquisition in Fortescue earlier this year.
He added Valin will cut its financial cost by at least CNY200
million this year and its profit may reach its highest level for
this year yet in August, but didn't provide any figures.
-Victoria Ruan contributed to this story, Dow Jones Newswires;
8610 6588-5848; victoria.ruan@dowjones.com