10 o Hune, 2026 – Tātari Ahumahi mō ngā Kaihoko o Ūropi me te Ao

I a tātou e anga whakamua ana i te marama whakamutunga o te hauwhā tuarua o te tau 2026, ko te ao whānuipaipa maitai kore-tuitui, paipa maitai whakarewa, mehangangawāhanga tuwheraKei te hangaia te mākete e ngā mahi tōrangapū kaha me ngā tumanakohanga kaupapa here tauhokohoko e neke haere ana. I ngā wiki tata nei, kua manaaki a Haina i te Perehitini o Amerika, te Perehitini o Rūhia, a Putin, me te whai wāhi atu ki ētahi atu hui taumata-tiketike. Mō ngā kaihoko Pākehā, ko te whakatinanatanga tonu oCBAM, te tono tonu mō ngā rauemi paerewa EN, me ngā āhuatanga o te moni kei te noho tonu hei kaupapa matua mō te whakamahere hoko. Ka whakaratohia e tēnei pūrongo he whakahoutanga arotahi mō te whakatau rautaki.

Whenua Tūmatanui: He maha ngā Huihuinga i Whakahou i ngā Tumanakohanga Tauhokohoko

Ngā Hua o te Huihuinga o Amerika-Haina
Whai muri i te hui perehitini nui, ka haere tonu ngā kōrerorero taumata mahi mō ngā whakarerekētanga kaupapa here tauhokohoko.

Arotakenga Taripa Wāhanga 232Kei te arotakehia e ngā rōpū mahi takirua ngā hanganga utu rino. Kāore anō kia panuitia he panonitanga ōkawa, engari kei te haere tonu te kōrero. Ka pā pai te whakahekenga i ngā utupaipa maitai kore-tuituimepaipa maitai whakarewangā rere o te hokohoko.

Te Whakangāwari i te TauhokohokoKua oati ngā taha e rua ki te whakatikatika i ngā tukanga tuhi tuhinga, kia taea ai te whakaiti i ngā wā whakahaere mō ngā mahi whakawhiti-rohepaipa maitaingā tukunga.

Ngā Hua o te Huihuinga o Rūhia-Haina
He maha ngā hua i puta mai i te haerenga mai o te Perehitini Putin e pā ana kipaipa maitaiahumahi:

Ngā Whakaaetanga Hanganga Pūngao: Mā ngā whakaaetanga whakawhanake paipa hau māori hou ka akiaki i te tono ā-muri mōpaipa raina whānui-rahimeAPI 5L X65/X70ngā paipa tuituimō ngā kaupapa tuku whakawhiti-rohe, me te hoko e tumanakohia ana i te hauwhā tuarua o te tau 2026.

Whakataunga Moni ā-Rohe: Mā te whakawhānui ake i te whakamahinga o te whakataunga Ruble-Yuan ka whakaitihia ngā utu whakawhiti moni mōpaipa maitaingā whakawhitiwhitinga i waenganui i ngā mākete e rua.

Ētahi atu Whakawhanaungatanga Taumata-Tiketike
Kua whakahaerehia hoki e Haina ngā hui takirua me ngā kaiārahi o ngā ōhanga matua o Ūropi me Āhia. Ko ēnei mahi tahi e tohu ana i te whakapau kaha tonu ki ngā whanaungatanga hokohoko me te mahi tahi ki ngā hanganga, e tautoko ana i te tono tonu mōngā paipa hanganga, paipa poupou, meNgā wāhanga tuwhera paerewa EN.

Whakahōu Ā-Iwi: Kei te heke haere tonu ngā taumahatanga o te Waenganui Rawhiti

Kua mārō haere te pakanga hōia i waenganui i a Īrāna, Iharaira, me te Hononga o Amerika.

Te Moana o HormuzKua tata noa ngā mahi moana ki te noa. Kua whakaitihia ngā utu tāpiri utanga mō ngā utanga e haere ana ki te Moana-nui-a-Kiwa ki$150–$600 mō ia ipu, me te iti rawa o ngā whakaroa o te kawe waka.

Ngā Utu PūngaoKua pumau ngā utu hinu i roto i te$63–$68/te awhe o te oko, te whakaiti i te pēhanga utu ki rungaoumu pewa hikote hanga maitai me te tautoko i te utu pumau mōngā paipa maitai waromengā paipa maitai koranu.

Rere Kawemai ā-Rohe: Kei te whiwhi ngā whenua o te Kaunihera Mahi Tahi o te Moana-a-Kiwapaipa raina, OCTG, mepaipa hangangangā tuku me ngā wā whakarite tata ki te noa.

Te Arotahi ki te Mākete o Ūropi: CBAM, Ngā Paerewa EN, me te Rino Kakariki

Mō ngā kaihoko o Ūropi, he maha ngā au matua e hanga ana i ngā hokohoko mō te hauwhā tuarua me te hauwhā tuarua o te tau 2026:

Tūnga Whakatinanatanga CBAM

Ngā Whakaritenga Tuhinga: Ngā kete raraunga tapuwae waro—tae atu kingā tiwhikete hiko matomato, manatoko ōwehenga para, me ngā pūrongo tukunga motuhake-puranga—he whakaritenga paerewa mō te tutuki i ngā whakaritenga ināianei.

Ngā Paerewa ManatokoKei te piki haere te tumanako kia whakamanahia e te hunga tuatoru (hei tauira, ISO 14064, ISO 14067). Kua whakapiki ake te Komihana o Ūropi i te tirotiro i ngā raraunga kua tukuna.

Ngā Pānga UtuMe ngā utu waro o te EU ETS i roto i te€70–€85/tēne te whānuitanga, he mea nui ngā tiwhikete CBAM hei whakaaroaro utu mō ngā hua he nui ake te tukunga.

EN Paerewa Rauemi Tono
Kei te piki haere te tono a ngā kaupapa Pākehā i ngā rauemi paerewa EN. Ko ngā momo matua e hiahiatia ana ko:

Paerewa EN	Tau	Te Whakamahinga Noa	ASTM ōrite
EN 10210-1	S355J2H	Ngā wāhanga hanganga tuwhera kua oti te whakamahana	ASTM A500 Tau C
EN 10210-1	S275J2H	Ngā tono hanganga whānui	ASTM A500 Taumata B
EN 10219-1	S355J2H	Ngā wāhanga hanganga whakarewa-makariri	ASTM A500 Tau C
EN 10219-1	S235JRH	Hanganga māmā, tūāpapa	ASTM A36
EN 10216-2	P235GH TC1	Ngā kaupapa pēhanga i ngā pāmahana teitei	ASTM A106 Tau B
EN 10216-2	P265GH TC1	Ngā oko pēhanga, ngā kohua	ASTM A106 Tau C
EN 10217-2	P235GH	Ngā ngongo pēhanga whakarewa	ASTM A135 Tau B

Te Hiahia mō te Rino Waro-Iti me te Rino Kakariki

Kei te piki haere te aro o ngā kaihoko Pākehā ki ngā mea e hiahiatia anangā paipa tuitui waro-itimai i ngā mira EAF me ngā tuhinga kua tuhiate whakamahinga hiko matomato (30-50%)mengā ōwehenga para teitei (20-25%).

Ko te tutuki i ngā whakaritenga a te CBAM te mea e akiaki ana i te tono mō ngā kaupapa mārama, ka taea te manatokoraraunga tapuwae waroi te taumata hua.

Whakarāpopototanga o te Mākete o te Hauwhā Tuarua o te tau 2026: Ngā Kaupapa Taketake o te Pūmau

Kua whakaatuhia e te hauwhā tuarua ngā āhuatanga mākete taurite puta noa i ngā kāwai hua.

Te Hanga me te Tuku

Kei te whakahaerehia ngā mira puta noa i Āhia iTe whakamahinga o te kaha 75-80%me te putanga pumau ongā paipa maitai waro, ngā paipa maitai koranu, mengā paipa kowiri tira kore-tūhono.

He rite tonu ngā wā ārahi:30-40 rāmōASTM A106 Tau BmeAPI 5L B, 45-55 ngā rāmōASTM A335koranuraupapa (P11/P22/P91) mengā paipa tuitui whānui.

MōNgā rauemi paerewa EN, ko ngā wā arahi i te nuinga o te wā35-50 ngā rāi runga i ngā whakaritenga mō te māka me te tiwhikete.

Whakarāpopototanga o te Reiti Whakawhiti (mai i te 10 o Hune, 2026)

Takirua Moni	Nekehanga vs. 1 Marama ki muri	Ngā Pānga ki ngā Kaihoko Pākehā
EUR/CNY	-0.6% (he paku kaha ake te yuan)	Te pikinga iti o te utu EUR
USD/CNY	-0.4% (he kaha ake te yuan)	Te utu nui ake o te USD mō ngā kirimana e whakahuatia ana he USD
EUR/USD	-0.2% (ūropi pumau)	Pānga iti

Te Tirohanga Mākete mō te H2 2026: Hauwhā 3 me tua atu

I te tirohanga whakamua ki te haurua tuarua o te tau 2026, he maha ngā āhuatanga ka hanga i te mākete:

Tirohanga Utu

Ngā Utu Paipa TuituiE matapaetia ana ka noho pumau tonu tae noa ki te hauwhā tuatoru, engari tera pea ka piki ake te utu i te hauwhā tuawhā mena ka piki ake ngā utu pūngao, ka tere ake rānei te tono o te ao.

Whakaurunga Utu CBAMMe whakauru e ngā kaihoko Pākehā ngā utu tiwhikete waro ki roto i ngā tataunga utu whenua katoa mō ngā hua he nui ake te tukunga.

Ngā Utu UtuE matapaetia ana ka noho pumau tonu ngā utu utanga o te ao, ki te kore he raruraru ā-ao hou.

Tirohanga Hiahia mā te Rāngai

Wāhanga	Te Tirohanga mō te H2 2026	Ngā Hua Matua
Hinu me te Hau	Te tipu pumau, te tipu taurite	Paipa raina API 5L, OCTG, anga, ngongo
Te Whakaputa Hiko	Pūmau, e arohia ana e te tiaki	EN 10216-2 P235GH/P265GH, ASTM A335ngā ngongo pūwero
Hanganga(Ūropi)	Ngā kaupapa whakawhiti matomato e tipu haere ana	EN 10210/EN 10219 S355J2H, ngā ngongo tapawhā, RHS
Hanganga(Ao Whānui)	I tautokona	Ngā paipa whakarewa nui-diameter, paipa poupou
Pūngao Whakahou	Putanga mai	Ngā ngongo tui tino tika, ngongo miihini

Kaupapahere Tauhokohoko me te CBAM Watch

Arotake o te Wāhanga 232 o Amerika: Tērā pea ka pāngia te haerenga ki US e ngā whakarerekētanga peapaipa maitaingā rerenga hokohoko. Kāore he huringa e tumanakohia ana i mua i te hauwhā tuatoru.

Ngā Mahi Tiaki Tauhokohoko a te EUArotake tonu i ngā takoha ārai-tuku i runga i ētahipaipa tuituingā kāwai.

Aratohu CBAMMe tumanako atu ki ētahi atu aratohu hangarau mai i te Komihana o Ūropi mō ngā tikanga manatoko.

Ngā Pūrongo Ahumahi Hou: Te Pūkenga, Te Hangarau, me Ngā Paerewa

He maha ngā whanaketanga i te tīmatanga o Hune e hanga ana i te whenua whakataetae mō ngā kaihoko Pākehā:

Te Pūmanawa Waro-Iti Hou o te EAF IpurangiE rua ngā mea hououmu pewa hiko (EAF)Kua tīmata te hanga o ngā raina paipa kore-raruraru i Haina, ā, kua tāpirihia atu i te 500,000 tāne o te kaha waro-iti ā-tau. E arotahi ana ēnei whare kiNgā rauemi paerewa ENme ngā raraunga mana matomato me te ōwehenga para kua tuhia.

Whakahōutanga Aratohu CBAMKua whakaputa te Komihana o Ūropi i ētahi atu aratohu hangarau mōtapuwae waromanatoko, whakamārama i ngā whakaritenga mō ngā pūrongo tukunga motuhake-puranga.

Arotakenga Paerewa ENNgā putanga kua whakahoutia oEN 10210meEN 10219kua whakaputaina me ngā whakatikatika hangarau iti. Me whakaū e ngā kaihoko ngā putanga e tika ana ki ā rātou kaihanga kaupapa.

Ngā Whakaaetanga Hanganga o ŪropiKua whiwhi pūtea ētahi kaupapa whakawhiti matomato me te pūngao whakahou, ā, ka puta te hiahia whakamua mōngā wāhanga hanganga tuwheramengā ngongo tikamō te tuku i te H2 2026 me te Q1 2027.

Te Arotahi ki ngā Rauemi Whānui: Ngā Tohu Matua mō ngā Kaihoko o Ūropi (H2 2026)

Taumata Rauemi	Ngā Taupānga Matua	Te Wā Arataki Noa	Te Auahatanga o te Tono H2
EN 10216-2 P235GH TC1	Ngā take pēhanga, ngā pāmahana teitei	35-50 ngā rā	Te whakatipu, ngā tono kohua
EN 10216-2 P265GH TC1	Ngā oko pēhanga, te whakaputa hiko	35-50 ngā rā	Pūmau, e arohia ana e te tiaki
EN 10210 S355J2H(kua oti te wera)	Ngā anga hanganga, te hanganga whare	35-45 rā	Te tipu haere, te hanganga
EN 10219 S355J2H(hanga-mātao)	Ngā hanganga mīhini, ngā tautoko, ngā tūāpapa	30-40 rā	Pūmau, e wātea whānuitia ana
API 5L X52/X60/X65	Ngā paipa hinu me te hau	35-45 rā	Te rōrahi pumau, teitei
ASTM A106 Tau B/C	Ratonga pāmahana teitei (ao whānui)	30-40 rā	Pūmau, whānui te pūtake
ASTM A335 P11/P22/P91	Ngā poiha whakaputa hiko	45-55 ngā rā	Ngā huringa tiaki pumau
Ngā paipa tuitui waro-iti(EAF + mana matomato)	Ngā kaupapa e aro nui ana ki te taiao	40-55 ngā rā	Te pikinga ake o te wāhanga utu nui

Ngā Taunakitanga Hoko Rautaki mō ngā Kaihoko Pākehā – H2 2026

I runga i te āhua o te ao e whanake haere ana, ka tūtohu mātou i ēnei mahi e whai ake nei:

Tauwhāitihia ngā Paerewa EN i te Wā MuaMō ngā kaupapa Pākehā, whakauruaEN 10210, EN 10219, rāneiEN 10216-2ngā whakaritenga i roto i ō RFQ hei whakarite kia whakaratohia e ngā kaiwhakarato ngā tiwhikete tika me te whai i ngā rauemi.

Whakaritea ngā tuhinga CBAM i te Wāhanga WhakataukīKua oti te tonongā kete raraunga tapuwae waro– tae atu kingā tiwhikete hiko matomato, manatoko ōwehenga para, mengā pūrongo tukunga motuhake-rōpū– i te wā tuku kōrero, kaua i muri i te whakatakotoranga ota.

Whakaarohia ngā Kōwhiringa Waro-ItiMō ngā kaupapa me ngā whāinga whakaiti waro, arotakehiangā paipa tuitui waro-itimai i ngā mira EAF me te mana matomato kua tuhia (30-50%) me te ōwehenga para teitei (20-25%). Kua piki haere te whakataetae o ngā utu piremi.

Ngā Ota Whakamahere H2 i te Hauwhā TuaruaHei whakarite i ngā wā whakaputa mō te tukunga o Hepetema ki Oketopa, waihoPaerewa ENmepaipa maitai koranungā ota i te mutunga o Hune. Ka taea e ngā wā arahi mō ngā rauemi whaimana te roa ki te 50-60 ngā rā.

Aroturuki i te Kaupapahere Moni me te HokohokoMō ngā kirimana euro-denominational, mā te taumata EUR/CNY o nāianei ka taea te matapae i ngā utu. Kia mataara ki ngā panuitanga o te Wāhanga 232, CBAM rānei.

Manatokohia ngā Whakaritenga TiwhiketeWhakaūtia mēnā e hiahiatia ana e tō kaupapaEN 10204 Momo 3.1(tiwhikete mira) rāneiMomo 3.2ngā tuhinga (kua tirohia e te hunga tuatoru), nā te mea ka pā tēnei ki ngā wā arahi me ngā utu.

Sanonpipe: Tō Hoa Mahi mō te Mākete Pākehā

Hei wāhi kotahipaipa maitaihei kaiwhakarato ratonga, e whakapau kaha ana mātou ki te noho hei hoa pono rawa atu i roto i te rāngai ahumahi papai o te ao. Mō ngā kaihoko Pākehā, ka tukuna e mātou:

Rarangi Paerewa EN: EN 10210, EN 10219, meEN 10216-2ngā rauemi o ngā reanga rongonui (S355J2H, P235GH, P265GH), me ngā tiwhikete mira katoa me te whai i ngā mea e hiahiatia ana.

Mekameka Tuku Waro-ItiNgā hononga mahi tahi me ngā mira EAF e tuku ana i ngā hua kua tuhiate whakamahinga hiko matomato(30-50%),ōwehenga para teitei(20-25%), ā, e tutuki ana i ngā whakaritenga CBAMraraunga tapuwae waro.

Te Taonga HōhonuTata ki te200,000 tāne o ngā paipa maitai kore hononga(waro me te koranu), me ētahi atu10,000 tāne o ngā paipa whakarewa, ngā ngongo tapawhā, ngā ngongo tapawhā, mengā paipa kowiri tira.

Tautoko Tuhinga: Ka whakaratohia e mātou ngā mōkihi tiwhikete katoa, tae atu kiNgā tiwhikete EN 10204 Momo 3.1/3.2, Ngā tiwhikete MTC, ngā tiwhikete takenga mai, mengā pūrongo tapuwae waro.

Tohungatanga Mākete PākehāKa aroturukihia e tā mātou tīma ngā whanaketanga o te CBAM, ngā whakahoutanga paerewa EN, me ngā kaupapa here tauhokohoko hei whakarato aratohu i te wā tika.

Whakapā mai ki tā mātou tīma i tēnei wikiki te matapaki i tō rautaki hokohoko H2 2026, ki te tono utu paerewa EN, ki te whiwhi aratohu rānei mō ngā tuhinga CBAM me ngā kōwhiringa paipa maitai waro-iti.