3月31日晚，愚人節(jié)前夕，黑色市場突然傳入了兩條相互“對立”的消息，讓我們突然一臉黑線，不知道該做多還是做空......慶幸的是，沒有夜盤，真好!錢袋子捂住!首先是來自于路透社關于淡水河谷的一則新聞，在坊間流傳：31 Mar - 21:27:27 RTRS BRAZIL'S VALE SAYS EXPECTS IRON ORE PRODUCTION CUTS BECAUSE OF LOCKDOWNS, CALCULATES ROUGHLY 18 MLN TonNES OF OUTPUT COULD BE INTERRUPTED IN TRANSOCEANIC MARKET這么一看，著實嚇人，譯文如下：3月31日 21:27:27 路透社 巴西礦業(yè)公司淡水河谷公司由于封鎖預計鐵礦石將減產，粗略估計跨洋市場將有1800萬噸產量的中斷。老鐵不禁要問，巴西淡水河谷要封鎖礦山了嗎？封鎖之后會減產1800萬噸？那趕緊得做多啊!WC!當老墨看到這個片段式新聞，一方面立馬向某些大佬求證，另一方面開啟搜索引擎。然后有了下面這段更多內容的英文報道：RIO DE JANEIRO, March 31 (Reuters) - Brazilian mining company Vale SA said in a presentation on Tuesday that it expects iron ore production cuts because of lockdowns imposed globally to control the spread of the coronavirus.Vale calculates roughly 18 million tonnes of output could be interrupted in the transoceanic market. The company also said the pandemic has had limited impact on operations so far, as it has seen no interruptions in Brazilian production or Chinese ports.Reporting by Marta Nogueira and Luciano Costa Writing Ana Mano Editing by Chizu Nomiyama譯文大意為：路透里約熱內盧3月31日(路透社報道)-巴西礦業(yè)公司淡水河谷公司(Vale SA)在周二的一個演講中表示，由于全球為控制冠狀病毒的傳播而實施封鎖，該公司預計鐵礦石減產。 淡水河谷估計，跨洋市場可能會中斷大約1800萬噸的產量。該公司還表示，迄今為止，新冠疫情對業(yè)務的影響有限，因為還未有巴西的生產或中國港口的被此阻斷。看了這廂更詳細內容的英文原文，老鐵您是不是慶幸還好夜盤沒開，還好你沒沖進去埋伏多單？!別著急，更精彩的還在后頭，老墨我極其相信星相學，掐指一算我命中受處女座影響比較大，冥冥之中總有一股推動著我鉆(qiang)牛(po)角(zheng)的力量，打算繼續(xù)挖掘這條新聞更多的內容，以求拼成一塊更為完整、更接近真相的“圖畫”!于是我一不做二不休，繼續(xù)按圖索驥，進一步開足搜索引擎的馬力，終于讓我找到最為真實的原文——來自路透社的原文。RIO DE JANEIRO - Brazilian mining company Vale said on Tuesday it was at risk of postponing the resumption of lost production capacity due to possible coronavirus-related delays in inspections, assessments and authorizations but that existing output so far had seen little impact.The risks, representing a fresh round of upheaval after production cuts last year stemming from the dam burst in the town of Brumadinho that killed roughly 270 people, were detailed in a presentation.Vale said in February it was hoping to resume capacity of approximately 40 million tonnes per year at various mines which are undergoing post-Brumadinho safety reviews."So far, Vale has had a relatively good performance, with limited impact on production and sales, but our ecosystem has been highly impacted by the restrictions imposed by the Covid-19 pandemic, which could affect our operations", the company said.Vale shares were up 6.2%, hitting a three-week high of 44.36 reais in early afternoon trading in the Sao Paulo stock exchange.Looking at the global iron ore market across all producers, Vale said it calculated that roughly 18-million tonnes of output could be interrupted in the transoceanic market thanks to lockdown-related production cuts in Canada, Malaysia, India, Peru and Africa.(老鐵，請擦亮眼，這句話就是前面被曲解的那段話!)Vale said it has so far seen little impact at its Brazilian mines, which remain open because they have been designated an essential service, or at Chinese ports.Vale said it had taken measures to protect companies in its supply chain amid fallout from the pandemic, including advancing payments to more than 1000 suppliers. The miner is also changing payment terms for some 3000 others, the statement said. EDITED BY: REUTERS啥意思捏？？看譯文，咱也不敢問，咱也不敢說啊!里約熱內盧-巴西礦業(yè)公司淡水河谷(Vale)周二表示，由于可能發(fā)生的、與冠狀病毒相關的檢查、評估和授權，而導致公司處于(編注：因去年潰壩)喪失產能的恢復延遲的風險之中，但到目前為止，現(xiàn)有產出影響不大。演講中詳細介紹了這些風險，去年布魯馬迪尼奧鎮(zhèn)發(fā)生的造成了約270人死亡的潰壩事故，導致了淡水河谷的減產，引發(fā)了新一輪的供給波動。淡水河谷2月份表示，它希望在正在接受“后布魯馬迪尼奧”安全審查的各個礦山上每年恢復約4000萬噸的產能。該公司表示：“到目前為止，Vale的表現(xiàn)相對較好，對生產和銷售的影響有限，但是我們的生態(tài)系統(tǒng)受到Covid-19大流行所施加的限制的強烈影響，這可能會影響我們的運營?！钡庸裙蓛r上漲6.2%，在圣保羅證券交易所午后交易中創(chuàng)下三周高點44.36雷亞爾。考察所有生產商的全球鐵礦石市場后，Vale表示，由于加拿大、馬來西亞、印度、秘魯和非洲由于封鎖而引發(fā)的相關減產，跨洋市場可能會中斷大約1800萬噸的產量。淡水河谷表示，到目前為止，對巴西礦山(因已被指定為必不可少的服務)或中國港口而開放的巴西礦山幾乎未見影響。淡水河谷表示，由于疫情爆發(fā)的影響，已采取措施保護其供應鏈中的公司，包括提前向1000多家供應商付款。該聲明稱，該礦商還正在改變其他約3000名客戶的付款條件。編輯：路透社(請比對英文原文，最為準確)看了這篇新聞的完整內容，是不是也有老鐵跟我有一樣的想法，“YD，斷章取義的人，真的很XXX!”我不禁摸了摸口袋，還好夜盤沒開!還好搜索引擎給我們一個知道真相的機會。聲明：“有一點墨”公眾號已授權鋼鐵網作為網絡平臺獨家發(fā)布相關公眾號原創(chuàng)文章，所有文章解釋權及版權歸“有一點墨”公眾號所有。文章來源：公眾號“有一點墨”；微信ID：i-lackmores

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