Tsib Hlis 8, 2026 - Kev Tshawb Fawb Txog Kev Lag Luam Rau Cov Neeg Yuav Khoom Thoob Ntiaj Teb

Thaum peb nkag mus rau thawj lub lim tiam ntawm lub Tsib Hlis 2026, lub ntiaj tebcov yeeb nkab hlau tsis muaj seamless,cov yeeb nkab hlau vuam, thiabqhov seem ntawm cov qauv hollowKev ua lag luam tau hloov pauv zoo dhau qhov kev ncua hnub so May Day. Kev ua haujlwm thoob plaws cov chaw tsim khoom hauv Es Xias tau rov pib dua, thiab lub zog Q2 tab tom tsim. Lub caij no, kev kub ntxhov hauv Middle East tau nkag mus rau theem ntev ntawm kev cuam tshuam, thiab cov hauv paus ntsiab lus ntawm kev ua lag luam tseem ruaj khov thoob plaws feem ntau cov khoom lag luam. Daim ntawv tshaj tawm no muab cov kev hloov tshiab luv luv rau kev npaj yuav khoom zoo.

Kev Hloov Kho Tshiab Txog Kev Nom Kev Tswv: Strait of Hormuz - Kev Cuam Tshuam Tseem Muaj Ntxiv Mus

Kev tsov rog uas muaj Iran, Ixayees, thiab Tebchaws Meskas tseem cuam tshuam rau kev lag luam, txawm hais tias qhov xwm txheej tau ruaj khov mus rau hauv tus qauv kwv yees tau.

Kev Ua Haujlwm MaritimeTxoj Kev Ntshai ntawm Hormuz tseem nyob hauv qab cov txheej txheem tiv thaiv tub rog. Tsis muaj kev nce qib loj tshwm sim hauv ob peb lub lis piam dhau los. Cov kab xa khoom loj tau tswj hwm ib qhokev them nqi ntxiv rau kev thauj khoom800–800–2,000 ib lub thawvrau cov khoom thauj mus rau Gulf, thiab kev ncua sijhawm thauj mus los tam sim no nruab nrab5-10 hnubpiv rau cov sijhawm ua ntej muaj kev tsis sib haum xeeb.

Kev Ntshuam Khoom Hauv Cheeb TsamCov teb chaws Gulf Cooperation Council - uas ua ke suav nrogtshaj 26% ntawm Tuam Tshoj cov yeeb nkab seamless xa tawm- txuas ntxiv mus txaiscov yeeb nkab hlau tsis muaj seamless,kab yeeb nkab, thiabOCTGkev xa khoom. Kev npaj logistics tam sim no suav nrog lub sijhawm buffer.

Kev Cuam Tshuam ntawm Tus Nqi Zog: Tus nqi roj tau ruaj khov hauv72–72–78/barrel ntau yam, txo qhov kev nyuaj siab ntawm tus nqihluav taws xob arc cub tawgkev tsim cov hlau, txhawb nqa tus nqi ruaj khov raucov kav hlau carbonthiabcov yeeb nkab hlau sib xyaw.

Rov pib dua hnub so tom qab hnub Tsib Hlis: Kev ua haujlwm tau rov qab zoo li qub

Lub caij so May Day (Tsib Hlis 1-5) tau xaus lawm, thiab lub khw tam sim no ua haujlwm puv nkaus.

Rov pib tsim khoom dua: Cov chaw tsim khoom thoob plaws tebchaws Es Xias tau rov qab mus ua haujlwm li qub, nrog rau75-80% kev siv peev xwmraucov yeeb nkab tsis muaj seamlessthiabcov yeeb nkab vuamcov kab ntau lawm. Cov ntawv xaj tom qab hnub so tau raug ua tiav zoo.

Kev Thauj Mus LosKev ua haujlwm ntawm chaw nres nkoj tau rov qab zoo li qub, thiab qhov chaw rau cov nkoj xa khoom thaum lub Tsib Hlis-Rau Hli tau raug booked. Tsis muaj kev sib tsoo loj tau tshaj tawm ntawm cov chaw xa khoom loj.

Qhov Rai Yuav Khoom Qhib: Rau cov neeg yuav khoom xav taucov kav dej tsis muaj seamless,cov yeeb nkab hlau sib xyaw, los yogcov ntu ntawm cov qauvrau qhov kev xa khoom ntawm lub Rau Hli-Lub Xya Hli, lub qhov rais tom qab hnub so tam sim no ua haujlwm.

Q2 2026 Kev Hloov Kho Lag Luam: Cov Ntsiab Lus Tseem Ceeb Ruaj Khov Mus Ntxiv

Lub quarter thib ob txuas ntxiv qhia txog cov xwm txheej kev ua lag luam sib npaug nrog kev thov ruaj khov thoob plaws cov khoom tseem ceeb.

Kev Tsim Khoom thiab Kev Muab Khoom

Cov chaw ua haujlwm thoob plaws tebchaws Es Xias ua haujlwm ntawm75-80% kev siv peev xwmnrog cov zis ruaj khov ntawmcov kav hlau carbon,cov yeeb nkab hlau sib xyaw, thiabcov kav dej tsis muaj steel seamless.

Lub sijhawm ua khoom tseem zoo ib yam:30-40 hnubrauASTM A106 Qib BthiabAPI 5L B,45-55 hnubrauASTM A335cov hlau sib xyaw ua ke (P11/P22/P91) thiabcov kav dej loj uas tsis muaj qhov txuas.

Cov nqi khoom siv raw -cov hlau carbon billets,HR kauj,cov hlau ferroalloys, thiabcov hlau seem- tau nyob twj ywm ntau yam txog rau lub Plaub Hlis thiab thaum ntxov Lub Tsib Hlis, muab kev kwv yees tus nqi.

Cov Kev Xav Tau Los Ntawm Kev Siv Kawg

Kev Lag Luam	Qib Kev Ua Haujlwm Tam Sim No	Cov Khoom Tseem Ceeb uas Muaj Neeg Xav Tau
Roj thiab Roj Av(Txoj dej ntws mus rau sab saud)	Muaj zog, ntim siab	API 5L X52/X60/X65 kab yeeb nkab,OCTG,lub plhaub,cov raj xa dej
Roj thiab Roj Av(Nruab Nrab)	Cov haujlwm ruaj khov, cov kav dej	Cov kav dej loj uas tsis muaj qhov txuas,cov yeeb nkab welded
Kev Tsim Hluav Taws Xob	Ruaj khov, kev saib xyuas raws li kev tsav tsheb	ASTM A213 T11/T22,ASTM A335 P11/P22/P91cov raj boiler,cov raj xa cua sov
Kev Tsim Kho Vaj Tse	Kev loj hlob, tshwj xeeb tshaj yog SE Asia & Middle East	EN 10210 S355J2H,EN 10219ntu,cov raj plaub fab,cov seem hollow rectangular (RHS),cov yeeb nkab txuas
Kev Tsim Khoom Lag Luam	Nruab nrab, ruaj khov	Cov raj xa dej tsis muaj qhov tsis meej,cov kav dej kho tshuab,cov raj kheej hydraulic
Kev Ua Tshuaj Lom Zem	Niche, tshwj xeeb rau qhov project	ASTM A312 TP304/TP316Lcov kav dej tsis muaj stainless,duplex stainless hlau yeeb nkab

Kev kwv yees tus nqi rau Q2 2026

Cov Nqi Yeeb Nkab SeamlessXav tias yuav ruaj khov mus txog rau lub Tsib Hlis thiab Lub Rau Hli, nrog rau kev hloov kho me ntsis rau thaum kawg ntawm Q2 yog tias tus nqi zog nce lossis kev thov nce siab.

Cov Nqi Yeeb Nkab Welded: Kev ruaj khov xav tau, ua raws li qhov yuav tsum tau uaHR kaujkev txav mus los ntawm tus nqi.

Kev Them Nqi Geopolitical Logistics: Cov khoom xa tuaj rau Middle East tseem niaj hnub nqa ib qho5-10% tus nqi them ua ntejpiv rau lwm qhov chaw mus ncig.

Xov Xwm Kev Lag Luam Tsis Ntev Los No: Peev Xwm, Txoj Cai Kev Lag Luam, thiab Kev Siv Tshuab

Muaj ntau yam kev txhim kho thaum kawg lub Plaub Hlis thiab thaum pib lub Tsib Hlis uas ua rau muaj kev sib tw:

Peev Xwm Tshiab ntawm EAF Nthuav Dav Kev Muab Khoom Uas Muaj Carbon Tsawg: Ob Tug TshiabLub cub hluav taws xob arc (EAF)Cov kav dej seamless tau pib tsim khoom hauv Suav teb, ntxiv kwv yees li 500,000 tons ntawm cov peev xwm qis carbon txhua xyoo. Qhov no ua rau muaj ntau ntxivcov kav dej tsis muaj carbon tsawgnrog cov ntaub ntawv pov thawj siab ntawm cov khoom seem (20-25%) thiab kev siv hluav taws xob ntsuab (30-50%) - qhov tseem ceeb rau cov neeg yuav khoom European uas ntsib cov kev cai CBAM.

Cov Kev Cai Sau Ntawv CBAM uas Muaj Feem Xyuam: Kev txheeb xyuas zoo dua ntawm European Commissioncov ntaub ntawv txog cov pa roj carbonrau cov hlau xa tuaj tam sim no ua haujlwm. Cov neeg xa khoom yuav tsum xyuas kom meej tias cov ntawv qhia txog cov pa phem tshwj xeeb yog qhov tseeb, txheeb xyuas tau, thiab nrog raudaim ntawv pov thawj fais fab ntsuabthiabcov ntaub ntawv qhia txog qhov sib piv ntawm cov khib nyiab.

Middle East Infrastructure PipelineCov phiaj xwm xa dej tshiab thiab kev tsim kho tau tshaj tawm hauv Saudi Arabia, UAE, thiab Qatar, ua rau muaj kev thov rau yav tom ntej.cov kav dej loj uas vuam,cov qauv hollow seem, thiabcov yeeb nkab txuasrau kev xa khoom H2 2026.

Kev Tshuaj Xyuas Tshooj 232 ntawm Tebchaws Meskas tseem tab tom ua mus ntxivTsoom fwv Meskas txoj kev tshuaj xyuas cov se ntawm Tshooj 232 rau cov hlau xa tuaj txuas ntxiv mus, nrog rau kev hloov kho uas yuav muaj nyob rau hauv Q3 2026. Cov neeg yuav khoom yuav tsum saib xyuas kev txhim kho.

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

Cov neeg yuav khoom uas npaj yuav tsum tau ua raws li cov kev cai ntawm Q2 thiab Q3 thaum ntxov yuav tsum muab qhov tseem ceeb rau cov lus qhia no uas muaj neeg xav tau ntau:

Cov Khoom Qib	Cov Ntawv Thov Tseem Ceeb	Lub Sijhawm Ua Ntej	Q2 Kev Xav Tau Sib Txawv
API 5L X52/X60/X65	Cov kav dej xa roj thiab roj av	35-45 hnub	Muaj zog, ntim siab
ASTM A106 Qib B/C	Kev pabcuam kub siab (boilers, refineries, fais fab nroj tsuag)	30-40 hnub	Ruaj khov, dav dav
ASTM A335 P11/P22/P91	Kev tsim hluav taws xob, cov tshuab ua kom sov siab, cov tshuab ua kom sov dua	45-55 hnub	Kev ruaj khov, kev txij nkawm voj voog
ASTM A312 TP304/TP316L	Cov chaw ua xeb, kev ua tshuaj lom neeg, kev lag luam zaub mov	40-50 hnub	Nruab nrab, tshwj xeeb rau qhov project
ASTM A333 Qib 6	Kev pabcuam kub qis (LNG, cryogenic)	40-55 hnub	Niche, cov haujlwm tshwj xeeb
EN 10210 S355J2H(kub tiav lawm)	Cov qauv kev tsim kho, kev tsim kho vaj tse	35-45 hnub	Kev loj hlob, kev tsim kho vaj tse uas tsav los ntawm
EN 10219 S355J2H(ua txias)	Cov qauv kho tshuab, kev txhawb nqa, scaffolding	30-40 hnub	Ruaj khov, muaj dav dav
Cov raj xa dej tsis muaj qhov tsis meej	Cov thooj voos kheej kheej hydraulic, cov khoom siv tsheb, cov tshuab	35-50 hnub	Nruab nrab, txuas nrog kev tsim khoom

Cov Lus Qhia Txog Kev Yuav Khoom Rau Lub Tsib Hlis 2026

Thaum Q2 pib ua haujlwm thiab tom qab hnub so haujlwm tau rov qab zoo li qub, peb xav kom ua cov hauv qab no:

Tso Q2 Orders Tam Sim No: Raucov yeeb nkab tsis muaj seamless,cov yeeb nkab hlau,lub raj xa dej, los yogyeeb nkab lojcov kev cai uas xav tau rau kev xa khoom rau lub Rau Hli lossis Lub Xya Hli, tso cov xaj tam sim no kom ruaj ntseg qhov chaw tsim khoom thiab zam kev ncua sijhawm ua ntej tom qab hauv Q2.

Txoj Kev Npaj Rau Cov Ntaub Ntawv CBAM: Rau cov khoom xa tuaj rau Tebchaws Europecov kav hlau carbon,cov yeeb nkab hlau sib xyaw, los yogcov kav dej tsis muaj steel seamless, thov cov ntaub ntawv carbon footprint tiav - suav nrogdaim ntawv pov thawj fais fab ntsuab,kev txheeb xyuas qhov sib piv ntawm cov khib nyiab, thiabCov ntawv qhia txog cov pa phem uas tshwm sim los ntawm ntau pawg- ua ntej xa khoom.

Kev Thauj Khoom Ruaj Ntseg rau Gulf Destinations: Raukab yeeb nkabthiabOCTGkev xa khoom mus rau Middle East, tswj kev lag luam1-2 lub lis piam ntawm lub sijhawm bufferhauv koj txoj kev npaj logistics vim yog kev hloov kho txoj kev mus tas li.

Saib Xyuas Txoj Cai Lag Luam Tebchaws MeskasRau cov neeg yuav khoom uas muaj kev paub txog kev lag luam hauv Tebchaws Meskas, nyob twj ywm paub txog kev tshuaj xyuas tus nqi ntawm Tshooj 232, vim tias kev hloov pauv yuav cuam tshuam rauyeeb nkab hlaukev nqis peev thiab kev lag luam hauv H2 2026.

Xav Txog Cov Kev Xaiv Uas Muaj Carbon TsawgRau cov haujlwm European thiab cov haujlwm uas muaj kev xav txog ib puag ncig, soj ntsuamcov kav dej tsis muaj carbon tsawglos ntawm EAF cov chaw ua haujlwm nrog cov ntaub ntawv sau tseg txog lub zog ntsuab thiab cov ntaub ntawv piv txwv ntawm cov khib nyiab. Cov kev xaiv no muaj ntau zuj zus ntawm cov nqi sib tw.

Sanonpipe: Koj Tus Khub Txhim Khu Kev Ntseeg Tau Los Ntawm Kev Ua Lag Luam

Raws li ib qho chaw nres tshebyeeb nkab hlauua tus muab kev pabcuam, peb cog lus tias yuav ua tus khub koom tes uas ntseeg siab tshaj plaws hauv kev lag luam thoob ntiaj teb. Peb lub peev xwm suav nrog:

Cov Khoom Muag Sib Txawv, Ntau YamKwv yees li200,000 tons ntawm cov kav hlau tsis muaj seamless(cov hlau carbon thiab cov hlau sib xyaw), ntxiv rau10,000 tons ntawm cov kav dej vuam,cov raj plaub fab,cov raj plaub fab, thiabcov kav hlau tsis xebhauv Tshuag, npaj txhij rau kev xa khoom sai.

Cov Khoom Siv Uas Muaj Carbon Tsawg: Kev koom tes nrog cov chaw tsim khoom muabKev tsim khoom EAF,cov khoom pov tseg siab(20-25%), thiablub zog ntsuab(30-50%), txhawb nqa los ntawm kev tshaj tawm cov ntaub ntawv carbon uas ua raws li CBAM thiab kev txheeb xyuas los ntawm lwm tus.

Kev Pabcuam Tag NrhoTxij li kev nrhiav cov khoom siv raw thiab kev txheeb xyuas mus rau kev txiav, xov, txheej, ntim khoom, thiab xa khoom - peb ua kom koj cov khoom xa tuaj thoob plaws ntiaj teb yooj yim dua.

Kev ncav cuag thoob ntiaj tebPeb pab neeg xa khoom xa tawm uas muaj kev paub dhau los ua haujlwm xa khoom, sau ntaub ntawv (xws liDaim ntawv pov thawj MTC,daim ntawv pov thawj keeb kwm), thiab kev tshem tawm kev lis kev cai rau kev xa khoom thoob ntiaj teb.

Tiv tauj peb pab neeg lub lim tiam nolos 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 cov ntaub ntawv CBAM lossis cov yeeb nkab hlau uas tsis muaj carbon ntau.