Plaub Hlis 16, 2026 - Kev Tshawb Fawb Txog Kev Lag Luam thiab Kev Saib Xyuas Kev Ua Lag Luam

Thaum peb nkag mus rau lub lim tiam thib ob ntawm lub Plaub Hlis 2026, kev lag luam thoob ntiaj teb ntawm cov yeeb nkab hlau tsis muaj qhov txuas, cov yeeb nkab hlau welded, thiab cov khoom siv hollow section tab tom taug kev hauv thaj chaw uas tau txhais los ntawm kev kub ntxhov hauv cheeb tsam hauv Middle East thiab ib puag ncig kev thov ruaj khov. Nrog rau lub quarter thib ob tam sim no, cov neeg yuav khoom thiab cov neeg muag khoom tab tom rov kho cov tswv yim raws li qhov tseeb ntawm kev thauj mus los, cov neeg tsav tsheb xav tau hauv cheeb tsam, thiab kev hloov pauv ntawm tus nqi.

Kev Hloov Kho Tshiab Txog Kev Nom Kev Tswv: Qhov Xwm Txheej Ntawm Strait of Hormuz Hloov Pauv

Kev tsov rog uas muaj Iran, Ixayees, thiab Tebchaws Meskas tseem cuam tshuam rau txoj kev lag luam thoob ntiaj teb thiab kev lag luam zog thaum lub Plaub Hlis mus ntxiv.

Cov Txheej Txheem Kev Ruaj Ntseg Hauv Dej Hiav Txwv: Lub Strait of Hormuz tseem yog ib cheeb tsam muaj kev pheej hmoo tswj hwm, nrog rau cov tub rog thoob ntiaj teb tam sim no saib xyuas cov nkoj lag luam. Txawm hais tias qhov no tau txo qhov kev pheej hmoo ntawm kev tawm tsam ncaj qha, cov kab xa khoom tseem muaj cov kev xaiv hloov chaw thiab cov nqi thauj khoom ntawm $ 1,200– $ 3,500 rau ib lub thawv rau cov khoom thauj mus rau Gulf.

Kev Cuam Tshuam Rau Kev Thauj Mus Los Hauv Cheeb Tsam: Cov teb chaws hauv Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) - uas suav ua ke ntau dua 26% ntawm Tuam Tshoj cov yeeb nkab xa tawm - txuas ntxiv mus ntsib lub sijhawm ua khoom ntev dua ntawm 2-3 lub lis piam rau cov khoom xa tuaj.

Kev Ruaj Ntseg ntawm Kev Lag Luam Zog: Tus nqi roj tau ruaj khov nyob rau hauv $ 80– $ 88 / barrel, txo qhov kev nyuaj siab tam sim ntawd ntawm kev tsim cov hlau hluav taws xob arc thaum tswj hwm lub hauv paus ruaj khov hauv qab cov yeeb nkab carbon steel, cov yeeb nkab alloy steel, thiab cov yeeb nkab stainless hlau seamless.

Q2 2026 Cov Ntsiab Lus Tseem Ceeb ntawm Kev Lag Luam: Kev Muab Khoom Sib Npaug thiab Kev Xav Tau Hauv Cheeb Tsam

Lub quarter thib ob tab tom tsim los ua lub sijhawm ntawm cov hauv paus ruaj khov nrog cov qauv kev thov hauv cheeb tsam sib txawv.

Kev Muab Khoom thiab Kev Tsim Khoom

Cov chaw tsim khoom thoob plaws tebchaws Es Xias ua haujlwm ntawm 75-80% kev siv peev xwm, nrog kev ywj pheej txaus los pab txhawb kev hloov pauv ntawm qhov ntim khoom.

Lub sijhawm ua cov yeeb nkab seamless txheem tseem ruaj khov: 30-40 hnub rau ASTM A106 Qib B thiab API 5L B, thiab 45-60 hnub rauASTM A335alloy series thiab cov kav dej loj-txoj kab uas hla seamless.

Tus nqi khoom siv raw - suav nrog cov hlau carbon billets thiab cov khoom sib xyaw - tau ruaj khov tom qab Q1 qhov kev hloov pauv thaum ntxov, muab kev txhawb nqa tus nqi kwv yees tau.

Cov Kev Xav Tau Los Ntawm Cheeb Tsam

Cov Khoom Tseem Ceeb ntawm Cheeb Tsam

Middle East & Central Asia Cov phiaj xwm drilling, cov haujlwm pipelineAPI 5L X52/X60/X65 kab yeeb nkab, OCTG, casing, tubing

Kev tsim kho vaj tse hauv thaj tsam sab hnub tuaj Asia, kev tsim kho vaj tse Cov kav dej ua vaj tse, cov kav dej plaub fab, cov seem hollow (RHS), cov kav dej piling

Kev kho lub chaw tsim hluav taws xob hauv Tebchaws Europe, kev hloov pauv hluav taws xob Cov raj Boiler, cov raj hloov pauv cua sov, cov raj tsis muaj pa roj carbon tsawg (ua raws li CBAM)

Kev kho vaj tse hauv North America, kev hloov cov kav dejASTM A106 B/C, ASTM A333 Qib 6 (kub tsawg)

Kev kwv yees tus nqi rau Q2 2026

Tus nqi yeeb nkab tsis muaj qhov txuas: Xav tias yuav nyob twj ywm hauv 3-5% band txog Q2, txhawb nqa los ntawm cov khoom siv raw ruaj khov thiab kev thov ruaj khov.

Tus Nqi Yeeb Nkab Welded: Kev ruaj khov zoo sib xws xav tias yuav muaj, nrog rau kev hloov kho me me raws li kev txav mus los ntawm HR coil (kub-rolled coil).

Kev Them Nqi Geopolitical: Cov nqi thauj khoom rau cov khoom xa tuaj rau Middle East tseem siab dua 10-15% piv rau cov theem ua ntej muaj kev tsov rog.

Xov Xwm Kev Lag Luam Tsis Ntev Los No: Kev Nthuav Dav Peev Xwm thiab Kev Tsom Xam Hlau Ntsuab

Muaj ntau yam kev tshwm sim thaum pib lub Plaub Hlis uas qhia txog kev sib tw uas hloov zuj zus:

Peev Xwm Tshiab ntawm EAF hauv Es Xias: Ib pawg hlau loj hauv Suav teb tau tshaj tawm tias lawv tau pib tsim ib txoj kab tsim cov yeeb nkab tsis sib txuas uas siv hluav taws xob arc furnace (EAF) tshiab, thiab ntxiv 300,000 tons ntawm peev xwm txhua xyoo. Qhov kev nthuav dav no tsom mus rau cov yeeb nkab tsis sib txuas uas muaj cov pa roj carbon tsawg siv cov khoom seem ntau thiab lub zog ntsuab, tsom mus rau European thiab hauv tsev.kev lag luam.

Lub Sijhawm Kawg Rau Kev Ua Raws Cai CBAM: Pawg Neeg Saib Xyuas Tebchaws Europe tau lees paub tias Q2 2026 yuav pom kev txheeb xyuas cov ntaub ntawv carbon footprint ntau ntxiv rau cov khoom hlau xa tuaj. Cov neeg xa khoom tuaj yuav tsum muab cov ntawv qhia txog kev tso pa tawm tshwj xeeb lossis yuav raug nplua.

Kev Pom Zoo Txog Kev Tsim Kho Vaj Tse: Ntau lub tsoomfwv hauv Southeast Asia tau pom zoo rau cov phiaj xwm kev thauj mus los thiab kev xa dej tshiab, ua rau muaj kev xav tau ntxiv rau cov kav dej tsim kho thiab cov kav dej loj uas vuam rau H2 2026.

Cov Khoom Siv Tseem Ceeb: Cov Qib Tseem Ceeb rau Q2 2026

Cov neeg yuav khoom uas npaj yuav tsum tau ua raws li Q2 yuav tsum muab qhov tseem ceeb rau cov lus qhia no:

Lub Sijhawm Ua Ntej Rau Cov Khoom Siv Qib Siv Q2 Qhov Kev Xav Tau

API 5L X52/X60/X65 Cov kav dej roj thiab roj av 35-45 hnub Siv tau ntev, ntim tau ntau

ASTM A106 Qib B/C Kev pab cuam kub siab 30-40 hnub Ruaj khov, dav dav

ASTM A335 P11/P22/P91 Lub zog tsim hluav taws xob boilers 45-60 hnub Ruaj khov los ntawm kev saib xyuas

ASTM A312 TP304/TP316L Cov chaw xeb 40-50 hnub Nruab nrab, tshwj xeeb

EN 10210 S355J2HCov qauv tsim kho 35-45 hnub Kev loj hlob, kev tsim kho vaj tse

EN 10219 S355J2HCov qauv kho tshuab 30-40 hnub Ruaj khov, muaj dav

ASTM A333 Qib 6 Kev pabcuam kub qis 40-55 hnub Niche, tshwj xeeb rau qhov project

Cov Lus Qhia Txog Kev Yuav Khoom Zoo

Raws li cov xwm txheej tam sim no ntawm kev ua lag luam, peb pom zoo kom ua cov hauv qab no rau Q2 2026:

Ruaj Ntseg Q2 Qhov Chaw Tsim Khoom Tam Sim No: Nrog cov chaw tsim khoom ua haujlwm ntawm lub peev xwm ruaj khov, kev tso xaj rau cov kav hlau alloy thiab cov kav dej loj uas tsis muaj qhov sib txuas hauv 2-3 lub lis piam tom ntej yog qhov zoo kom ntseeg tau tias lub sijhawm xa khoom zoo.

Txoj Kev Npaj Rau Kev Thauj Mus Los: Rau cov khoom xa tuaj rau Gulf, suav nrog 2-3 lub lis piam ntawm lub sijhawm buffer thiab paub meej cov phiaj xwm kev xa khoom nrog koj tus xa khoom yeeb nkab ua ntej ua tiav cov sijhawm xa khoom.

Npaj Cov Ntaub Ntawv Ua Raws Cai European: Yog tias muab khoom rau cov haujlwm European, thov cov ntaub ntawv carbon footprint, daim ntawv pov thawj fais fab ntsuab, thiab cov ntawv qhia txog qhov sib piv ntawm cov khoom seem los ntawm koj tus neeg muag khoom ua ntej kom paub tseeb tias npaj tau CBAM.

Xav Txog Kev Tso Chaw Muag Khoom: Nrog rau tus nqi ruaj khov thiab kev muab khoom sib npaug, cov neeg yuav khoom yuav xav txog kev tsim cov khoom lag luam kev nyab xeeb rau cov qib siab xws li ASTM A106 Qib B thiab API 5L X52 los tiv thaiv kev cuam tshuam nruab nrab Q2.

Sanonpipe: Koj Tus Khub rau Q2 2026 Kev Ua Tau Zoo

Ua ib lub tuam txhab muab kev pabcuam yeeb nkab hlau uas muaj txhua yam koj xav tau, peb cog lus tias yuav ua tus khub koom tes uas peb ntseeg siab tshaj plaws hauv kev lag luam thoob ntiaj teb. Peb lub peev xwm suav nrog:

Cov Khoom Muag Sib Sib: Kwv yees li ntawm 200,000 tons ntawm cov kav hlau tsis muaj qhov (carbon thiab alloy), ntxiv rau 10,000 tons ntawm cov kav hlau welded, cov kav hlau square/rectangular, thiab cov kav hlau stainless.

Cov Khoom Siv Uas Muaj Carbon Tsawg: Kev koom tes nrog cov chaw tsim khoom uas muab lub zog ntsuab, cov khoom seem ntau, thiab kev tsim khoom EAF, txhawb nqa los ntawm kev tshaj tawm cov ntaub ntawv carbon uas ua raws li CBAM.

Kev Pabcuam Tag Nrho: Txij li kev txheeb xyuas cov khoom siv raw mus rau kev ntim khoom, txheej, thiab kev xa khoom - peb ua kom koj cov saw hlau xa khoom yooj yim dua.

Tiv tauj peb pab neeg hnub no los tham txog koj txoj kev npaj yuav khoom hauv Q2 2026, thov kom muaj tus nqi tam sim no, lossis tau txais cov lus qhia tshwj xeeb txog kev taw qhia txog kev lag luam tam sim no.