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

I a tātou e tomo ana ki te marama whakamutunga o te hauwhā tuarua o te tau 2026, ko te ao whānuipaipa maitai kore-tuitui, paipa maitai whakarewa, mewāhanga hanganga tuwheraKei te neke te mākete mai i te whakatinanatanga pumau o te hauwhā tuarua ki te whakamahere whakamua mō te hauwhā tuarua o te tau 2026. Nā ngā whakawhitiwhitinga ā-iwi tata nei—tae atu ki ngā haerenga a te perehitini o Amerika me Ruhia ki Haina—kua nekehia ngā tumanakohanga kaupapa here hokohoko, i te mea kei te haere tonu te pumau haere o ngā taupatupatu o te Waenganui Rawhiti. Mō ngā kaihoko Pākehā, ko te whakatinanatanga tonu o te CBAM me te tipu haere o te tono mō ngā rauemi paerewa EN kei ​​te noho tonu hei kaupapa matua. Ka whakaratohia e tēnei pūrongo he whakahoutanga arotahi mō te whakamahere hokohoko rautaki, me te aro nui ki te mākete Pākehā.

Whenua Ā-Tōrangapū me te Ao Tūmatanui: Te Whakapūmautanga me ngā Āhuatanga Hou

Kei te Whakaiti Tonu Ngā Taupatupatu i te Rawhiti o Waenganui
Kua heke 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$200–$800 mō ia ipu, me te iti rawa o ngā whakaroa o te kawe waka (1-3 rā i runga ake i te tūāpapa).

Ngā Utu PūngaoKua pumau ngā utu hinu i roto i te$65–$70/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.

Ngā Huihuinga o Amerika-Haina me Rūhia-Haina: Ngā Pānga ki te Kaupapahere Tauhokohoko
He maha ngā hua i puta mai i ngā haerenga taumata teitei o nā tata nei e pā ana ki tepaipa maitaiahumahi:

US-HainaKei te arotake tonu ngā rōpū mahi i ngā taripa o te Wāhanga 232. Kāore anō kia panuitia he panonitanga ōkawa, engari kei te haere tonu te kōrero.

Rūhia-Haina: Mā ngā whakaaetanga hanganga pūngao hou ka akiaki i te tono ā-muri mōpaipa raina whānui-rahimō ngā kaupapa tuku whakawhiti-rohe, me te hoko e tumanakohia ana i te hauwhā tuarua o te tau 2026.

Te Arotahi ki te Mākete o Ūropi: CBAM, Ngā Paerewa EN, me te Hiahia mō 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:

Te Ahunga Whakatinanatanga o te 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 inaianei mō te tutuki i ngā whakaritenga.

Te Kaha o te ManatokoKua whakapiki ake te Komihana o Ūropi i te tirotiro i ngā raraunga kua tukuna. He mea nui haere te tika me te manatoko a te hunga tuatoru.

Ngā Pānga UtuMe ngā utu waro o te EU ETS i roto i te€75–€90/tēne te whānuitanga, he mea nui te utu mō ngā hua e nui ana te tukunga o ngā tiwhikete CBAM.

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%).

Ngā tiwhikete a te hunga tuatoru (hei tauira,ISO 14064, ISO 14067) kei te rerekē haere i roto i ngā aromatawai tono.

Whakarāpopototanga o te Mākete o te Hauwhā Tuarua o te tau 2026: Te Whakatinanatanga 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 A335raupapa koranu me tengā 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 4 o Hune, 2026)

Takirua Moni	Nekehanga vs. 4 Wiki ki muri	Ngā Pānga ki ngā Kaihoko Pākehā
EUR/CNY	-0.8% (he paku kaha ake te yuan)	Te pikinga iti o te utu EUR
USD/CNY	-0.5% (ūan kaha ake)	Te utu nui ake o te USD mō ngā kirimana e whakahuatia ana he USD
EUR/USD	-0.3% (he paku mārō ake te ūropi)	He iti noa te pānga ki ngā whakataunga moni whakawhiti

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 te tukunga.

Ngā Utu UtuKua hoki noa ngā utu mō ngā kaipuke e haere ana ki te Rawhiti o Waenganui; e matapaetia ana ka noho pumau tonu ngā utu utanga o te ao mēnā kāore he raruraru 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(Te Rawhiti o Waenganui/Āhia)	I tautokona	Ngā paipa whakarewa nui-diameter, paipa poupou
Pūngao Whakahou	Putanga mai	Ngā ngongo tui tino tika, ngongo miihini

CBAM me te Mataaratanga Kaupapahere Tauhokohoko

Arotake o te Wāhanga 232 o Amerika: Tērā pea ka pāngia te haerenga ki te 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.

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

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

Te Pūmanawa EAF Hou mō te Rino Waro-ItiE rua ngā mea hououmu pewa hiko (EAF)Kua tīmata te hanga o ngā raina paipa kore-raruraru i Haina, ā, e tāpiri ana i te 600,000 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 whakaputaina e te Komihana o Ūropi he aratohu hou mōtapuwae warongā tikanga whakamana, te whakamārama i ngā whakaritenga mōngā pūrongo tukunga motuhake-rōpūme ngā rōpū manatoko kua whakaaetia.

Te Whakaōritenga Paerewa ENNgā putanga kua whakahoutia oEN 10210meEN 10219kua whakaputaina, me ngā whakatikatika hangarau iti. Me whakaū e ngā kaihoko ko tēhea putanga e tohutoro ana ki ngā whakatakotoranga o tā rātou kaupapa.

Ngā Whakaaetanga HangangaKua whakaaetia te pūtea mō ētahi kaupapa whakawhiti matomato o Ūropi, ā, kua piki ake te hiahia 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 InaianeiKua 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, mā te taumata EUR/CNY o nāianei ka taea te matapae i ngā utu. Kia mataara ki ngā panuitanga o te Wāhanga 232 ka pā ki ngā rere o te hokohoko o te ao.

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 i ngā taumata rongonui, me ngā tiwhikete mira katoa me te whai i ngā hua.

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.