Plaub Hlis 7, 2026 - Kev Txawj Ntse Txog Kev Lag Luam rau Kev Yuav Khoom Zoo

Thaum lub ntiaj teb kev lag luam yeeb nkab hlau seamless nkag mus rau lub lim tiam thawj zaug ntawm lub Plaub Hlis 2026 thiab lub quarter thib ob pib, kev ua lag luam tau rov kho dua sai sai. Qhov xwm txheej geopolitical tsis tau daws teeb meem hauv Middle East - tshwj xeeb tshaj yog qhov xwm txheej muaj kev pheej hmoo siab ntawm Strait of Hormuz - tsis yog qhov poob siab luv luv tab sis yog qhov tseem ceeb uas hloov pauv kev lag luam, cov nqi logistics, thiab kev muaj khoom siv rau cov yeeb nkab carbon steel, cov yeeb nkab hlau alloy, thiab cov yeeb nkab stainless hlau seamless.

Kev Muaj Tseeb Txog Kev Nom Kev Tswv: Lub Hauv Paus Tshiab Rau Kev Lag Luam

Kev tsis sib haum xeeb uas cuam tshuam nrog Iran, Ixayees, thiab Tebchaws Meskas tau nkag mus rau theem ntev, nrog rau ntau qhov tshwm sim tseem ceeb rau kev lag luam yeeb nkab hlau:

Kev Kho Kom Zoo Rau Kev Thauj Mus Los: Cov kab xa khoom loj tau tsim cov txheej txheem hloov pauv thiab tseem tab tom tswj hwm cov nqi thauj khoom ntawm $ 1,500– $ 4,000 rau ib lub thawv rau Middle East. Qhov no tau ntxiv 10-15 hnub rau lub sijhawm thauj mus los rau cov khoom thauj mus rau Gulf.

Kev Tshaj Tawm Hauv Cheeb Tsam Tseem Ceeb: Rau lub teb chaws Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) ua ke suav txog ntau dua 26% ntawm Tuam Tshoj cov yeeb nkab xa tawm. Txhua qhov kev xa khoom ntawm API 5L kab yeeb nkab, OCTG (Oil Country Tubular Goods), thiab cov yeeb nkab qauv mus rau cov teb chaws no raug cuam tshuam ncaj qha.

Kev Them Nqi Zog Dhau Los: Cov nqi roj txuas ntxiv mus siab dua $ 85 / barrel txuas ntxiv txhawb nqa tus nqi ruaj khov rau kev tsim cov hlau hluav taws xob arc furnace (EAF) uas siv zog ntau, cuam tshuam rau tus nqi rau cov raj xa dej tsis muaj kab thiab cov raj boiler.

Q2 2026 Kev Kwv Yees Lag Luam: Kev Ruaj Ntseg nrog Geopolitical Premiums

Saib mus tom ntej txog lub quarter thib ob, peb qhov kev tshuaj xyuas taw qhia rau kev ua lag luam txhais los ntawm kev ruaj khov ntawm qhov kev thov tseem ceeb, overlaps nrog cov nqi them tshwj xeeb geopolitical.

Tus Nqi Txoj Kev: Tus nqi pib rau cov kav dej tsis muaj seamless (piv txwv li,ASTM A106 Qib B, API 5L X52) xav tias yuav ruaj khov nyob rau hauv 3-5%. Txawm li cas los xij, cov nqi xa khoom kawg yuav cuam tshuam ntau ntxiv rau kev thauj mus los "Hormuz premium."

Cov Ntsiab Lus Tseem Ceeb ntawm Kev Xav Tau: Kev xav tau los ntawm cov roj thiab roj av (rau cov kav dej, cov kav dej, cov kav dej kab), kev tsim hluav taws xob (rau cov kav dej sib pauv cua sov, cov kav dej condenser), thiab cov khoom siv tseem zoo thiab yuav tsav cov phau ntawv xaj txog Q2.

Qhov Tseeb Tshiab ntawm Kev Muab Khoom: Qhov sib txawv tseem ceeb rau cov neeg yuav khoom yuav tsis yog tus nqi xwb, tab sis kev ua kom muaj zog ntawm cov khoom. Cov chaw tsim khoom thiab cov neeg xa khoom tawm uas muaj kev npaj logistics ntau yam thiab lwm txoj kev xaiv yuav muab qhov zoo dua rau kev sib tw.

Cov Kev Npaj Yuav Khoom rau Q2

Yuav kom taug kev tau zoo hauv qhov chaw no, cov neeg yuav khoom yuav tsum muab cov yam no tso rau hauv lawv txoj kev npaj:

Lub Sijhawm Ua Ntej Ntev: Rau kev xa khoom mus rau Gulf ntawm cov kav dej loj uas tsis muaj qhov sib txuas, cov kav dej piling, thiab cov kav dej scaffolding, xav tias yuav siv sijhawm 2-4 lub lis piam raws li cov sijhawm xa khoom txheem.

Ruaj Ntseg Q2 Qhov Chaw Tsim Khoom Thaum Ntxov: Nrog cov chaw tsim khoom ua haujlwm ntawm lub peev xwm ruaj khov, tso cov xaj rauASTM A335 P11/P22 cov hlab hlau los yogEN 10219 S355J2H cov seem khoobnyob rau hauv 2-3 lub lis piam tom ntej no raug pom zoo kom ruaj ntseg cov qhov rai tsim khoom uas nyiam.

Txheeb xyuas cov neeg koom tes Logistics: Xyuas kom tseeb tias koj tus neeg xa khoom yeeb nkab hlau muaj cov phiaj xwm xwm txheej meej rau kev booking nkoj thiab kev xa mus los kom txo qis kev cuam tshuam.

Sanonpipe: Koj Tus Khub Rau Cov Khoom Siv Uas Muaj Peev Xwm Rov Qab Tau

Ua ib lub tuam txhab muab kev pabcuam yeeb nkab hlau uas muab kev pabcuam ib zaug xwb, peb tab tom tswj cov teeb meem no rau peb cov neeg siv khoom. Peb cov khoom muag tag nrho ntawm ntau tshaj 200,000 tons ntawm cov yeeb nkab hlau tsis muaj qhov thiab 10,000 tons ntawm cov yeeb nkab vuam, cov yeeb nkab plaub fab, thiab cov seem plaub fab uas muaj qhov khoob muab kev tiv thaiv kev ncua sijhawm tsim khoom. Peb muab kev txawj ntse ntawm kev lag luam nrog kev sib koom tes ua haujlwm kom ntseeg tau tias koj cov haujlwm tau txais cov ntaub ntawv raug raws sijhawm.

Tiv tauj peb pab neeg hnub no los tham txog koj txoj kev npaj yuav khoom hauv Q2 thiab thov lub sijhawm ua haujlwm tam sim no rau koj cov lus qhia xav tau.