12 Maehe, 2026 – Tātari Ahumahi me te Tirohanga Rautaki mō ngā Wiki Whakamutunga o te Hauwhā Tuatahi

I a tātou e tomo ana ki te wiki tuarua o Poutū-te-rangi, me te iti iho i te kotahi marama e toe ana i te Hauwhā Tuatahi o te tau 2026, ka tūtaki te mākete paipa maitai kore hononga o te ao, te paipa maitai whakarewa, me te mākete wāhanga hanganga tuwhera ki tētahi wero rua: te piki haere o ngā taupatupatu whenua i te Middle East me te whakatinanatanga katoa o ngā mea hou a Uropi.arai hokohoko matomatomō ngā kawemai maitai. Mō ngā kaiwhakarato me ngā kaihoko e aro ana ki te mākete Pākehā, he mea nui inaianei te mārama ki te hononga o ēnei mana.

Whakahōu Ā-Iwi: Kei te Kaha Ake Te Whakararuraru o te Moana o Hormuz

Kei te pā tonu te pakanga hōia e uru ana a Īrāna, a Iharaira, me te Hononga o Amerika ki ngā huarahi hokohoko o te ao me ngā utu pūngao.

Te Wāhi Whakawhitiwhiti: He nui tonu te mōrearea o te Moana-a-Toi o Hormuz, me ngā kamupene kaipuke nui e whakatakoto ana i ngā utu tāpiri o te $1,500–$4,000 mō ia ipu me te whakarerekē i te huarahi o ngā kaipuke, me te tāpiri i te 10–15 rā ki ngā wā whakawhiti mō ngā utanga e haere ana ki te Moana-a-Kiwa o Pāhia.

Te Whakapuakanga ā-Rohe: Ahakoa he iti noa ngā kaweake tika ki Īrāna, ko ngā whenua e ono o te Kaunihera Mahi Tahi o te Moana-a-Kiwa (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) e 26.3% o ngā kaweake paipa tuimotu a Haina—me haere katoa mā te moana.

Te Pana i te Utu Pūngao: Kei te anga whakamua ngā utu hinu ki te $100/peera, e piki ake ana ngā utu whakaputa mō te hanga maitai i roto i te oumu pewa hiko e whakamahi nui ana i te pūngao, ā, e piki ake ana te utu mō ngā paipa maitai waro, ngā paipa maitai koranu, me ngā paipa maitai kore waikura.

Te Anga Tauhokohoko Kakariki Hou o Ūropi: CBAM me tua atu

Mō ngā kaihokohoko e aro ana ki te mākete Pākehā, he tau nui te tau 2026. Kei te whai mana katoa te Tikanga Whakatikatika Rohe Waro (CBAM) a te EU, ā, he mea tino whakarerekē tēnei i te āhua o te whakahaere i ngā kawemai paipa rino.

Ngā Whakaritenga CBAM mō ngā Kaihoko Rino

Ngā Herenga Pūrongo: Me whakapuaki e ngā kaihoko kawemai ngā tukunga hau kua whakauruhia mai i ngā paipa rino kore hononga, ngā paipa whakarewa, me ngā ngongo hanganga kua kawemaihia mai, e kapi ana i ngā tukunga hau tika (Whārangi 1) me ngā tukunga hau kore tika (Whārangi 2).

Hokonga Tiwhikete: Ko ngā tukunga e hipa ana i ngā paearu a te EU me hoko tiwhikete CBAM i te utu e pā ana ki ngā utu waro ETS a te EU (ināianei €80-100/tCO₂).

Wātaka Whakatutuki: Ka huri te tikanga mai i te pūrongo-anake ki te whakatikatika pūtea katoa i te tau 2026, me ngā whiu mō te kore tutuki i ngā whakaritenga.

Mahere Ahumahi Whakaaetanga Kakariki a te EU

Ture Ahumahi Kore-Kupenga: Ka whakatakoto i tētahi whāinga mō ngā hangarau rautaki (tae atu ki te maitai) kia tutuki ai te 40% o te tono a te EU mā te hanga ā-rohe i te tau 2030, me te whakatenatena i ngā kawemai me ngā tapuwae waro iti kua manatokohia.

Ngā Ture Tuku Waro: Ko ngā hua mai i ngā whenua he iti ake te kaha o ā rātou kaupapa here āhuarangi kei te aro atu ki te tirotiro haere me ngā whakarerekētanga rohe.

Te Urupare a te Ahumahi Paipa Rino o Haina: Te Ara Whakaiti Waro 30%

Hei whakautu i ngā ture Pākehā me ngā whāinga waro-rua ā-rohe, kei te tere ake te tango waro a ngā kaihanga paipa maitai kore-rawa matua o Haina. I runga i ngā rauemi whakangungu ahumahi hou, ko te ara ki te whakatutuki i te whakaiti waro 30%+ ko te whakakotahitanga o ngā hangarau:

Ngā Huarahi Hangarau Matua

Te Hurihanga Hanganga Pūngao

Te Whakakapinga Mana Kakariki: Te whakanui ake i te wāhi o te hau me te mana o te rā ki te whakaputa. Nā ngā kaupapa a Tianjin Pipe kua whakaitihia ngā tukunga CO₂ ā-tau mā te 220,000 tāne. Mā te whakatutuki i te mana kakariki neke atu i te 50% ka taea te whakaiti i te tapuwae waro o ngā paipa maitai kore hononga.

Te Hangarau Whakarewa Hauwai: Kei te puta ake te whakaiti tika e ahu mai ana i te hauwai hei hangarau hou, ka taea te whakaiti i te kaha o ngā tukunga ki te hautoru o ngā tukanga tuku iho.

Auahatanga Tukanga

Tukanga Poto EAF: Mā te whakawhiti mai i te tukanga roa o te oumu pupuhi-ouma hāora taketake (BF-BOF) ki te tukanga poto o te oumu pewa hiko (EAF) mā te whakamahi i te maitai para ka taea te whakaiti i ngā tukunga mā te 60-75%. Mā te hanga paipa kore-hono a Baosteel mā te whakamahi i ngā pire EAF ka tutuki te hautoru o ngā tukunga mai i ngā huarahi whakawhiti.

Te Whakanuia o te Ōwehenga Para: Ia pikinga 10% o te whakamahinga para ka whakaiti i ngā tukunga waro mā te 15% pea.

Whakahaere Pūngao Mamati

Mā ngā tūāpapa hiko atamai ka taea te aroturuki me te arotau i te wā tūturu. I tutuki i te Shandong Guangfu Group te penapena hiko 15%+ mā roto i ngā whakapainga taiao whakauru.

Whakatinanatanga Ā-Wāhanga i Manakohia

Te Wā Whakatinanatanga o te Whakaiti Tukunga Ara

Mana Kakariki (30%+) 8-12% Wā poto (1-3 tau)

Ōwehenga Para (25%+) 10-15% Wā poto (1-3 tau)

Te Tino Whai Hua o te Pūngao 5-8% Wā Poto (1-3 tau)

Mana Kakariki (50%+) 15-20% Wā-waenga (3-5 tau)

Te Whakamahinga Hauota-Hauora 30-50% Wā-waenga (3-5 tau)

Ara Para EAF Katoa 60%+ Wā-waenga (3-5 tau)

CCUS >90% Wā roa (5-10 tau)

Te Tūranga Hou a te Kamupene Tauhokohoko: Te Piriti Raraunga Waro me te Kaiwhakauru Otinga

E ai ki ngā whakangungu mākete o Ūropi i whakaatu tata nei, ko te tūranga o te kaihokohoko paipa rino kei te whanake haere mai i te kaiwhakarato hua ki te kaitohutohu whakahaere waro.

Ngā Pūkenga Matua mō te Angitu o te Mākete Pākehā

Te Māramatanga o ngā Raraunga Waro

Te pupuri i ngā pūranga waro mira taipitopito me ngā tiwhikete hiko matomato, ngā rekoata ōwehenga para, me ngā raraunga whakapaunga pūngao whakaputa

Te whakarato i ngā pūrongo tapuwae waro motuhake mō ia puranga i runga i ngā raraunga whakaputa tuturu

Ngā Hononga Mahi Mira Waro-Iti

Te whakatū i ngā rārangi kaiwhakarato pai e whakatairanga ana i ngā mira he ≥30% te mana matomato, he ≥20% te ōwehenga para, he tukanga EAF katoa rānei

Te whakapūmau i te kaha whakaputa matomato motuhake mō ngā kiritaki Pākehā

Tautoko Whakatutukitanga Ture

Te tuku i ngā tauira pūrongo raraunga waro e tutuki ana i ngā whakaritenga CBAM kua manatokohia e ngā tari tuatoru

Te tuku tohutohu mō ngā ara hangarau tino pai (hei tauira, EAF+mana matomato mō te whakaiti i te 60%+, te para nui+mana matomato mō te whakaiti i te 25-30%)

Te Ahunga Whakamua kua Whakamātauria

Ko ngā kaupapa whakamātautau e whakamahi ana i ngā pereki oumu hiko me te hiko matomato mō te hanga paipa raina i tutuki ai ngā tukunga o te 0.65 tCO₂/tana anake—70% i raro iho i te toharite ahumahi o te 2.2 tana.

Ko ngā hononga mahi tahi me ngā mira e āhei ana ki te tuku hiko matomato tika inaianei e 40% o te kaha whakaputa, me te "Raina Hua Whakaiti Waro 30%" e whai ana ki te whakaiti i te tapuwae 10-15% mō ngā hoko i te H2 2026.

Arotahi Rauemi: Ngā Tohu Matua mō ngā Kaupapa Pākehā

Me whakatairanga e ngā kaihoko o Ūropi ngā kaiwhakarato e kaha ana ki te whakarato i ngā putanga waro-iti kua manatokohia o ēnei hua e tino hiahiatia ana:

Te Whakamahinga Noa o te Taumata Rauemi Ara Waro-Iti

API 5L X52/X60/X65Ngā paipa hinu me te hau EAF + te hiko matomato (60%+ whakaiti)

ASTM A106 Tau B/C Ratonga pāmahana teitei Te ōwehenga para teitei + mana matomato (25-30%)

ASTM A335 P11/P22/P91Ngā poiha whakaputa hiko DRI e hangai ana ki te hauwai (e puta mai ana)

EN 10210 S355J2HNgā wāhanga hanganga tuwhera Mana matomato + arotautanga para

ASTM A312 TP304/TP316L Taiao waikura EAF kowiri tira + ihirangi hangarua

Ngā Pānga Rautaki mō te Hokonga o te Hauwhā Tuarua o te tau 2026

I te mutunga o te hauwhā tuatahi i tēnei marama, kei te whaiti haere te wā mō te whakarite i ngā wā whakaputa o te hauwhā tuarua. Ko ngā mea matua hei whakaaroaro ko:

Mō ngā Tukunga e Haere Ana ki Ūropi

Tonoa ngā raraunga tapuwae waro me ngā tuhinga tiwhikete matomato mō ngā pātai katoa

Manatokohia ngā āheinga o te kaiwhakarato mō ngā pūrongo e tutuki ana i ngā whakaritenga CBAM

Whakaarohia ngā whakaaetanga roa hei whakarite i te kaha whakaputa waro iti motuhake

Mō ngā Tukunga e anga atu ana ki te Rawhiti o Waenganui

Tāpirihia ngā pikinga utu utanga 15-25% me ngā whakaroa pea mō te 2-4 wiki

Me whakarite kia tino tika ngā Tiwhikete Whakamātautau Mira (MTC) me ngā Tiwhikete Takenga mai hei whakaiti i ngā mōrearea o te tikanga tuku iho

Matapakihia ngā kōwhiringa ara rerekē me ngā kaiwhakarato ratonga kawe waka

Mō ngā Whakaritenga Katoa o te Q2

Whakaotihia ngā whakaritenga me te tuku ota i roto i ngā wiki e 2-3 e whai ake nei

Whakaritea ngā mea mata roa ki te mata matua: ngā paipa kore hononga nui te whānui, ngā ngongo maitai koranu, me ngā wāhanga hanganga EN 10219

Whakauru atu ki ngā kaiwhakarato i te wā wawe kia mārama ai rātou ki ā rātou kaupapa whakaputa i muri i ngā hararei me ngā āheinga iti-waro.

Sanonpipe: Tō Hoa Mahi mō te Rino Kakariki me te Whakatere Ao

Hei kaiwhakarato ratonga paipa rino kotahi-mutu, e whakapau kaha ana mātou ki te noho hei hoa pono rawa atu i roto i te rāngai ahumahi papai o te ao. Ko ā mātou pūkenga ko:

Hōhonutanga o te Rārangi Taonga: Tata ki te 200,000 tana o ngā paipa maitai kore hononga (waro me te koranu), me te 10,000 tana o ngā paipa whakarewa, ngā ngongo tapawhā/tapawhā hāngai, me ngā paipa maitai kore waikura.

Mekameka Tuku Waro-Iti: Ngā hononga mahi tahi me ngā mira e tuku ana i te hiko matomato, ngā ōwehenga para teitei, me te whakaputanga EAF, e tautokona ana e ngā pūranga raraunga waro me ngā pūrongo e tutuki ana i ngā whakaritenga CBAM.

Tautoko Ratonga Katoa: Mai i te whakahaere rauemi mata ki te takai, te peita, me te tuku, ka penapenahia e mātou te wā me ngā utu o ngā kiritaki me te whakarite kia tutukihia ngā ture.

Whakapā mai ki tā mātou tīma i tēnei rā tonu hei matapaki i tāu rautaki hokohoko mō te hauwhā tuarua o te tau 2026, hei tono i ngā kōwhiringa hua iti-waro, hei whiwhi rānei i ngā aratohu motuhake mō te whakatere i ngā wero ā-rohe me ngā ture o nāianei.