Maris 12, 2026 - Binciken Masana'antu da Hasashen Dabaru na Makonni na Ƙarshe na Kwata na 1

Yayin da muke shiga mako na biyu na Maris, tare da ƙasa da wata ɗaya da ya rage a kwata na 1 na 2026, bututun ƙarfe mara shinge na duniya, bututun ƙarfe mai walda, da kasuwar sassan gini mara zurfi suna fuskantar ƙalubale biyu: ƙaruwar tashin hankali a yankin Gabas ta Tsakiya da kuma cikakken aiwatar da sabuwar manufar Turai.shingen kasuwanci na koredon shigo da ƙarfe daga ƙasashen waje. Ga masu samar da kayayyaki da masu siye da ke niyya ga kasuwar Turai, fahimtar mahadar waɗannan ƙarfi yanzu yana da matuƙar muhimmanci.

Sabunta Siyasar Kasa: Rushewar Mashigin Hormuz Ya Ƙaru

Rikicin soja da ya shafi Iran, Isra'ila, da Amurka na ci gaba da shafar hanyoyin kasuwanci da farashin makamashi na duniya.

Wurin Hana Kayayyaki: Mashigar Hormuz har yanzu tana cikin haɗari mai girma, inda manyan layukan jigilar kaya ke ƙara kuɗin dala $1,500–$4,000 a kowace kwantenar da kuma sake tura jiragen ruwa, wanda hakan ke ƙara kwanaki 10-15 ga lokutan jigilar kaya zuwa Tekun Fasha.

Bayyanar Yanki: Duk da cewa fitar da kaya kai tsaye zuwa Iran ba shi da yawa, ƙasashe shida na Majalisar Haɗin Kan Gulf (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) sun ƙunshi kashi 26.3% na fitar da bututun da China ke yi ba tare da wata matsala ba - duk suna buƙatar wucewa ta mashigin ruwa.

Tsarin Farashi na Makamashi: Farashin mai yana kan gaba zuwa dala $100 a kowace ganga, wanda hakan ke ƙara yawan kuɗin da ake kashewa wajen samar da ƙarfe mai amfani da wutar lantarki, da kuma ƙara matsin lamba kan farashin bututun ƙarfe na carbon, bututun ƙarfe mai ƙarfe, da bututun ƙarfe marasa shinge.

Sabon Tsarin Ciniki Mai Kore na Turai: CBAM da Bayansa

Ga masu fitar da kayayyaki zuwa ƙasashen waje waɗanda ke niyya ga kasuwar Turai, shekarar 2026 ta zama muhimmiyar shekara. Tsarin Daidaita Kan Iyakokin Carbon na EU (CBAM) yanzu yana aiki sosai, wanda ke canza yadda ake tsara shigo da bututun ƙarfe.

Bukatun CBAM ga Masu Shigo da Karfe

Wajibai na Rahoto: Masu shigo da kaya yanzu dole ne su bayyana hayakin da aka saka a cikin bututun ƙarfe marasa shinge, bututun walda, da bututun gini, waɗanda suka rufe hayakin kai tsaye (Scope 1) da kuma na kai tsaye (Scope 2).

Sayen Takardar Shaida: Haɗarin hayaki da ya wuce ma'aunin EU yana buƙatar siyan takaddun shaida na CBAM akan farashin da ke da alaƙa da farashin carbon na EU ETS (a halin yanzu €80-100/tCO₂).

Jadawalin Biyayya: Tsarin zai sauya daga bayar da rahoto kawai zuwa cikakken daidaitawar kuɗi a 2026, tare da hukunci ga rashin bin ƙa'ida.

Tsarin Masana'antu na Yarjejeniyar Kore ta EU

Dokar Masana'antu Mai Sauƙi: Ta kafa wani maƙasudi na fasahar dabaru (gami da ƙarfe) don biyan kashi 40% na buƙatun EU ta hanyar samar da kayayyaki a cikin gida nan da shekarar 2030, wanda ke ƙarfafa shigo da kayayyaki masu ƙarancin sinadarin carbon.

Dokokin Zubar da Carbon: Kayayyakin da aka samo daga ƙasashen da ba su da manufofin yanayi masu ƙarfi suna fuskantar ƙarin bincike da gyare-gyare a kan iyakoki.

Martanin Masana'antar Bututun Karfe ta China: Hanyar Rage Carbon 30%

Dangane da ƙa'idojin Turai da kuma manufofin cikin gida na amfani da bututun ƙarfe biyu, manyan masana'antun bututun ƙarfe na China marasa shinge suna hanzarta rage gurɓatar iskar carbon. Dangane da kayan horo na masana'antu na baya-bayan nan, hanyar cimma kashi 30% na rage gurɓatar iskar carbon ta ƙunshi haɗakar fasahohi:

Manyan Hanyoyin Fasaha

Canjin Tsarin Makamashi

Sauya Wutar Lantarki Mai Kyau: Ƙara yawan wutar lantarki ta iska da hasken rana a samarwa. Shirye-shiryen Tianjin Pipe sun rage fitar da hayakin CO₂ na shekara-shekara da tan 220,000. Samun wutar lantarki mai inganci fiye da 50% zai iya rage tasirin carbon na bututun ƙarfe marasa shinge sosai.

Aikin Karfe na Hydrogen: Rage kai tsaye da aka yi da hydrogen yana fitowa a matsayin wata fasaha mai ci gaba, wacce ke da ikon rage yawan hayaki zuwa kashi daya bisa uku na hanyoyin gargajiya.

Ƙirƙirar Tsarin Aiki

Tsarin Gajeren Tsarin EAF: Canjawa daga dogon tsari na tanda mai amfani da iskar oxygen (BF-BOF) zuwa gajeren tsari na tanda mai amfani da wutar lantarki (EAF) ta amfani da ƙarfe mai laushi na iya rage hayaki da kashi 60-75%. Samar da bututun Baosteel ba tare da matsala ba ta amfani da billets na EAF yana cimma kashi ɗaya bisa uku na hayakin hanyoyin juyawa.

Karin Rabon Kariyar Shara: Kowace kashi 10% na karuwar amfani da shara yana rage fitar da hayakin carbon da kusan kashi 15%.

Gudanar da Makamashi na Dijital

Tsarin samar da makamashi mai wayo yana ba da damar sa ido da ingantawa a ainihin lokaci. Kamfanin Shandong Guangfu ya cimma nasarar tanadin makamashi sama da kashi 15% ta hanyar haɓaka muhalli.

Shawarar aiwatarwa a matakai-mataki

Jadawalin Aiwatar da Rage Fitar da Iska a Hanyar Hanya

Ƙarfin Kore (30%+) 8-12% Na ɗan gajeren lokaci (shekaru 1-3)

Rabon Kashi (25%+) 10-15% Na ɗan gajeren lokaci (shekaru 1-3)

Ingantaccen Makamashi Mai Tsanani 5-8% Na ɗan gajeren lokaci (shekaru 1-3)

Ƙarfin Kore (50%+) 15-20% Nau'in matsakaici (shekaru 3-5)

DRI mai tushen hydrogen 30-50% na matsakaici (shekaru 3-5)

Cikakken Hanyar Rage Ragewar EAF 60%+ Matsakaicin lokaci (shekaru 3-5)

CCUS > 90% Na Dogon Lokaci (Shekaru 5-10)

Sabon Matsayin Kamfanin Ciniki: Gadar Bayanan Carbon da Mai Haɗa Maganinsu

Kamar yadda aka nuna a cikin horon kasuwar Turai na baya-bayan nan, rawar da mai fitar da bututun ƙarfe ke takawa tana canzawa daga mai samar da kayayyaki zuwa mai ba da shawara kan kula da carbon.

Babban Ikon Samun Nasarar Kasuwar Turai

Bayyanar Bayanan Carbon

Kula da cikakkun bayanai na taskar carbon na injin tare da takaddun shaida na wutar lantarki mai kore, bayanan rabon tarkace, da bayanan amfani da makamashin samarwa

Samar da rahotannin sawun ƙafar carbon na musamman bisa ga ainihin bayanan samarwa

Haɗin gwiwar Masana'antar Niƙa Mai Ƙarancin Carbon

Kafa jerin sunayen masu samar da kayayyaki da suka fi so waɗanda ke ba da fifiko ga masana'antun injina tare da ƙarfin kore ≥30%, rabon ≥20% na shara, ko cikakken tsarin EAF

Tabbatar da ƙarfin samar da kore ga abokan cinikin Turai

Tallafin Bin Dokoki

Ana bayar da samfuran rahoton bayanai na carbon masu bin CBAM waɗanda hukumomin wasu suka tabbatar

Shawarwari kan hanyoyin fasaha mafi kyau (misali, EAF+kore don rage kashi 60%+, ƙarfin kore mai yawa + don rage kashi 25-30%)

Ci gaban da aka Nuna

Ayyukan gwaji da aka yi ta amfani da billets na tanderun lantarki + wutar lantarki mai kore don samar da bututun layi sun cimma hayakin da ya kai 0.65 tCO₂/ton—kashi 70% ƙasa da matsakaicin masana'antar tan 2.2.

Haɗin gwiwa da masana'antun da ke da ikon samar da wutar lantarki kai tsaye yanzu sun kai kashi 40% na ƙarfin samarwa, tare da "Layin Kayayyakin Rage Carbon 30%" wanda ke nufin ƙarin raguwar sawun ƙafa 10-15% don siyan H2 2026.

Mayar da Hankali Kan Kayan Aiki: Mahimman Maki ga Ayyukan Turai

Ya kamata masu siyan kayayyaki na Turai su ba da fifiko ga masu samar da kayayyaki waɗanda ke da ikon samar da ingantattun samfuran da ba su da ƙarancin carbon:

Tsarin Kayan Aiki na Musamman Hanyar Ƙarancin Carbon

API 5L X52/X60/X65Bututun mai da iskar gas EAF + wutar lantarki mai kore (rage kashi 60%+)

ASTM A106 Matsayi B/C Sabis mai zafi mai yawa Babban rabon shara + ikon kore (25-30%)

ASTM A335 P11/P22/P91Boilers masu samar da wutar lantarki DRI mai tushen hydrogen (wanda ke fitowa)

EN 10210 S355J2HSassan gine-gine masu ramin iko kore + ingantawa

ASTM A312 TP304/TP316L Muhalli mai lalata EAF bakin ƙarfe + abun da aka sake yin amfani da shi

Tasirin Dabaru ga Sayen Kashi na Biyu na 2026

Da yake ƙarshen kwata na ɗaya a wannan watan, taga don samun guraben samar da kayayyaki na kwata na biyu tana raguwa. Manyan abubuwan da za a yi la'akari da su sun haɗa da:

Don jigilar kaya zuwa Turai

Nemi bayanai game da sawun ƙafar carbon da takaddun takaddun shaida na kore tare da duk tambayoyi

Tabbatar da iyawar mai samar da kayayyaki don rahotannin da suka dace da CBAM

Yi la'akari da yarjejeniyoyi na dogon lokaci don samar da ƙarfin samar da ƙarancin carbon

Don jigilar kaya zuwa Gabas ta Tsakiya

Ka yi la'akari da ƙaruwar farashin kaya da kashi 15-25% da kuma jinkirin da ake iya samu a makonni 2-4

Tabbatar da Takaddun Shaidar Gwajin Masana'antu (MTC) da Takaddun Asali marasa aibi don rage haɗarin kwastam

Tattauna wasu zaɓuɓɓukan hanyoyin zirga-zirga tare da masu samar da kayayyaki

Ga Duk Bukatun Q2

Kammala ƙayyadadden bayanai kuma sanya oda cikin makonni 2-3 masu zuwa

Fifita kayayyakin da ke da dogon gubar: manyan bututu marasa shinge, bututun ƙarfe mai ƙarfe, da sassan tsarin EN 10219

Jawo hankalin masu samar da kayayyaki da wuri don fahimtar jadawalin samar da su bayan hutu da kuma ƙarfin da ba ya haifar da gurɓataccen iskar carbon

Sanonpipe: Abokin Hulɗar ku don Green Steel da Kewaya Duniya

A matsayinmu na masu samar da ayyukan bututun ƙarfe na dindindin, mun kuduri aniyar zama abokin tarayya mafi aminci a ɓangaren masana'antu na duniya. Ƙwarewarmu ta haɗa da:

Zurfin Kaya: Kimanin tan 200,000 na bututun ƙarfe marasa shinge (carbon da gami), da tan 10,000 na bututun da aka haɗa, bututun murabba'i/huɗu, da bututun ƙarfe marasa shinge.

Sarkar Samar da Kaya Mai Ƙarancin Carbon: Haɗin gwiwa da masana'antun da ke ba da wutar lantarki mai amfani da makamashi mai kyau, yawan sharar gida mai yawa, da kuma samar da EAF, wanda ke samun goyon bayan bayanan carbon da rahotannin da suka dace da CBAM.

Tallafin Sabis na Cikakke: Daga sarrafa kayan aiki zuwa marufi, fenti, da jigilar kaya, muna adana lokaci da farashi ga abokan ciniki yayin da muke tabbatar da bin ƙa'idodi.

Tuntuɓi ƙungiyarmu a yau don tattauna dabarun siyan ku na kwata na biyu na 2026, neman zaɓuɓɓukan samfuran da ba su da sinadarin carbon, ko samun takamaiman jagora kan yadda za a shawo kan ƙalubalen siyasa da na ƙa'idoji na yanzu.