日本時間の今朝方、ニュースが飛び込んできた。インドがIMFが売却を決定している４０３トンの半分２００トンの購入をした。このところ４０３トンの売却の行方が注目され、「どこが買うのか」という点に関心が集まってきた。そしていつ公表されても不思議ではなかったし、なければ市場を通し分散され粛々と売却ということで市場は織り込んでいた。中国、ロシアではなくインド。まぁ、これも言われてみれば、あり得る。織り込み済みではあるが、需給面から市場は好感。スポット価格は１０６５ドルに乗っている。売却は、市場価格で、かつ市場に影響を与えずということで、２週にわたる１０月１９日から３０日にかけ値決めが実行され総額６７億ドルになったとのこと。昨夜、ここに「動きが違う」としたのだが、感じた“何か”はこういうことだったのか？他にもありそうだが。
以下、IMFのリリース原文を参考までに。
IMF Announces Sale of 200 metric tons of Gold to the Reserve Bank of India
Press Release No. 09/381
November 2, 2009
The International Monetary Fund announced today the sale of 200 metric tons of gold to the Reserve Bank of India. This amount represents almost half of the total sales volume of 403.3 metric tons that was approved by the Executive Board in September (see Press Release No. 09/310).
“I strongly welcome this transaction with the Reserve Bank of India,” Managing Director Dominique Strauss-Kahn stated. “This transaction is an important step toward achieving the objectives of the IMF’s limited gold sales program, which are to help put the Fund’s finances on a sound long-term footing and enable us to step up much-needed concessional lending to the poorest countries” (see Press Releases No. 08/74 and No. 09/268).
The transaction, which is in the process of being settled, involved daily sales that were phased over a two week period during October 19-30, 2009, with each daily sale conducted at a price set on the basis of market prices prevailing that day. The total sales proceeds are equivalent to US$ 6.7 billion or SDR 4.2 billion. Under the Fund’s Articles of Agreement, all gold sales must be conducted at prices based on market prices, including direct sales to official holders as in the case of this transaction.
As previously announced (see Press Release No. 09/310), in accordance with the guiding principle of avoiding disruption of the gold market, the IMF’s Executive Board adopted modalities for the gold sales consistent with guidelines it had earlier established. In particular, the Fund is standing ready for an initial period to sell gold directly to central banks and other official holders that may be interested in such sales.
Thereafter, on-market sales of any amounts remaining from the 403.3 tons would be conducted in a phased manner over time, following the approach adopted successfully by central banks participating in the Central Bank Gold Agreement.
As previously indicated, the Fund will inform markets before any on-market sales commence, and will report regularly to the public on progress with the gold sales.
以下、IMFのリリース原文を参考までに。
IMF Announces Sale of 200 metric tons of Gold to the Reserve Bank of India
Press Release No. 09/381
November 2, 2009
The International Monetary Fund announced today the sale of 200 metric tons of gold to the Reserve Bank of India. This amount represents almost half of the total sales volume of 403.3 metric tons that was approved by the Executive Board in September (see Press Release No. 09/310).
“I strongly welcome this transaction with the Reserve Bank of India,” Managing Director Dominique Strauss-Kahn stated. “This transaction is an important step toward achieving the objectives of the IMF’s limited gold sales program, which are to help put the Fund’s finances on a sound long-term footing and enable us to step up much-needed concessional lending to the poorest countries” (see Press Releases No. 08/74 and No. 09/268).
The transaction, which is in the process of being settled, involved daily sales that were phased over a two week period during October 19-30, 2009, with each daily sale conducted at a price set on the basis of market prices prevailing that day. The total sales proceeds are equivalent to US$ 6.7 billion or SDR 4.2 billion. Under the Fund’s Articles of Agreement, all gold sales must be conducted at prices based on market prices, including direct sales to official holders as in the case of this transaction.
As previously announced (see Press Release No. 09/310), in accordance with the guiding principle of avoiding disruption of the gold market, the IMF’s Executive Board adopted modalities for the gold sales consistent with guidelines it had earlier established. In particular, the Fund is standing ready for an initial period to sell gold directly to central banks and other official holders that may be interested in such sales.
Thereafter, on-market sales of any amounts remaining from the 403.3 tons would be conducted in a phased manner over time, following the approach adopted successfully by central banks participating in the Central Bank Gold Agreement.
As previously indicated, the Fund will inform markets before any on-market sales commence, and will report regularly to the public on progress with the gold sales.
ロシアも１－９月で１５１．３㌧の金産出だそうで。年換算だと２００㌧越えますね