Epulo 28, 2026 - Chidule cha Msika Wanzeru kwa Ogula Padziko Lonse

Pamene tikulowa mlungu womaliza wa Epulo 2026, msika wapadziko lonse wa chitoliro chachitsulo chosasunthika, chitoliro chachitsulo cholumikizidwa, ndi msika wa gawo lopanda kanthu ukuyang'ana kwambiri pakuyika dongosolo la tchuthi lisanafike komanso kukwaniritsidwa kwa kotala lachiwiri. Pamene tchuthi cha Meyi Day (Meyi 1-5) chikuyandikira, ogula ali ndi nthawi yocheperako yopezera malo opangira zinthu asanayime chaka chilichonse. Pakadali pano, kusamvana kwa Middle East kwakhazikika mu njira yosokoneza yoyang'aniridwa, ndipo maziko amsika akukhazikikabe m'magulu ambiri azinthu.

Zosintha Zandale: Khoma la Hormuz - Lakhazikika Koma Silinathetsedwe

Mkangano wa asilikali pakati pa Iran, Israel, ndi United States ukupitirirabe kukhudza kayendetsedwe ka malonda, ngakhale kuti vutoli lafika pamavuto chifukwa cha malamulo okhazikika okhudza kutumiza katundu.

Ntchito Zapamadzi: Sitima yapamadzi ya Hormuz ikadali pansi pa utsogoleri wabwino wa asilikali apamadzi, ndipo palibe kuwonjezeka kwakukulu m'masabata aposachedwa. Magalimoto onyamula katundu akhala akulipira ndalama zowonjezera za katundu

1,000–1,000–2,500 pa chidebe chilichonse cha katundu wopita ku Gulf, ndipo kuchedwa kwa mayendedwe kumakhala pakati pa masiku 7-12 poyerekeza ndi nthawi zomwe zisanachitike nkhondo.

Kutuluka kwa Zinthu Zakunja ku Chigawo: Mayiko a Gulf Cooperation Council - omwe onse pamodzi amapanga zoposa 26% ya mapaipi osasunthika omwe China imatumiza kunja - akupitilizabe kulandira mapaipi achitsulo osasunthika, mapaipi amzere, ndi OCTG, ngakhale kukonzekera zoyendera kumafuna nthawi yokhazikika.

Mphamvu ya Mtengo: Mitengo ya mafuta yakhazikika mu

75–Kuchuluka kwa 75–82/mgolo, kuchepetsa kukakamizidwa kwa mtengo wachangu pakupanga chitsulo chamagetsi cha arc furnace pamene akusunga pansi pothandizira mitengo ya mapaipi achitsulo cha carbon.

Zotsatira za Tchuthi cha Meyi: Nthawi Yomaliza Yoyitanitsa Tsiku la Tchuthi

Tchuthi cha May Day chomwe chikubwerachi (Meyi 1-5) chikuyambitsa kuyimitsidwa kwakanthawi koma kofunikira pakupanga ndi mayendedwe ku China konse. Kachitidwe ka pachaka aka kali ndi tanthauzo lomveka bwino:

Ndandanda Zopangira: Mills idzayimitsa ntchito pa tchuthi cha dziko lonse cha masiku 5. Maoda omwe aperekedwa pambuyo pa Epulo 28-29 nthawi zambiri adzakonzedwa munthawi yopanga pambuyo pa tchuthi (kuyambira Meyi 6-7).

Nthawi Yogulitsira Zinthu: Ntchito za padoko zichepa mkati mwa sabata ya tchuthi. Malo osungira zombo zonyamuka kumapeto kwa Epulo tsopano akumalizidwa.

Nthawi Yogulira: Kwa ogula omwe akufuna mapaipi osapindika, mapaipi achitsulo chosungunuka, kapena zigawo za kapangidwe kake kuti apereke ntchito kumapeto kwa Meyi kapena koyambirira kwa Juni, sabata ino ikuyimira mwayi womaliza wopeza malo opangira zinthu asanafike tchuthi.

Zosintha Zamsika za Kotala Lachiwiri la 2026: Zoyambira Zokhazikika Pamagulu Onse a Zogulitsa

Kotala lachiwiri likupitilizabe kusonyeza momwe msika ulili bwino komanso kufunikira kosalekeza m'magawo ofunikira.

Kupanga ndi Kupereka

Makampani opanga zinthu ku Asia konse akugwira ntchito ndi mphamvu ya 75-80%, ndipo mapaipi achitsulo cha kaboni, mapaipi achitsulo chosakanikirana, ndi mapaipi osapanga dzimbiri opanda msoko achitsulo chosapanga dzimbiri.

Nthawi yotsogolera imakhala yofanana: masiku 30-40 a ASTM A106 Giredi B ndi API 5L B, masiku 45-55 a ASTM A335 alloy series (P11/P22/P91) ndi mapaipi osasunthika akuluakulu.

Mitengo ya zinthu zopangira - ma billets a carbon steel, ma HR coil, ma ferroalloy, ndi zitsulo zotsalira - zakhala zikupitilirabe mu Epulo wonse, zomwe zikupereka kuthekera kodziwiratu mitengo.

Zoyambitsa Kufunikira kwa Anthu Kutengera Gawo Logwiritsidwa Ntchito

Ntchito Zamakono Pagawo Zogulitsa Zofunika Kwambiri

Mafuta ndi Gasi (Kumtunda) Chitoliro chokhazikika cha API 5L X52/X60/X65, OCTG, chivundikiro, mapaipi

Mafuta ndi Gasi (Pakati pa Mtsinje) Mapulojekiti a mapaipi olimba Mapaipi akuluakulu osapindika, chitoliro cholumikizidwa

Kupanga Mphamvu Zokhazikika, zoyendetsedwa ndi kukonza ASTM A213 T11/T22, ASTM A335 P11/P22/P91 machubu a boiler, machubu osinthira kutentha

Kukula kwa zomangamanga, makamaka SE Asia & Middle East EN 10210 S355J2H, EN 10219 magawo, machubu a sikweya, magawo a rectangular hollow (RHS), chitoliro chozungulira

Kupanga Mafakitale Machubu Okhazikika, Opanda Msoko, Machubu Opangidwa ndi Makina, Machubu a Silinda ya Hydraulic

Kukonza Mankhwala, mapaipi osapanga dzimbiri osapanga dzimbiri a ASTM A312 TP304/TP316L, mapaipi osapanga dzimbiri osapanga dzimbiri

Chiyembekezo cha Mitengo cha Kumapeto kwa Kotala lachiwiri la 2026

Mitengo ya Mapaipi Opanda Msoko: Ikuyembekezeka kukhalabe yokhazikika mpaka Meyi, ndipo kusintha pang'ono kungakwere mu Juni ngati mitengo yamagetsi ikwera kapena kufunikira kwa magetsi kukuchulukirachulukira.

Mitengo ya Mapaipi Osefedwa: Kukhazikika kukuyembekezeka, kutsatira kwambiri mayendedwe a mitengo ya HR coil.

Mtengo Wapamwamba wa Zinthu Zogulitsa Zachilengedwe: Kutumiza katundu kupita ku Middle East kukupitilira kukhala ndi mtengo wapamwamba wa 8-12% poyerekeza ndi malo ena.

Nkhani Zaposachedwa Zamakampani: Luso, Ndondomeko Yamalonda, ndi Ukadaulo

Zochitika zingapo kumapeto kwa Epulo zikusintha mpikisano wa ogulitsa mapaipi achitsulo ndi ogula:

Mphamvu Yatsopano ya EAF Yakulitsa Kupereka Mpweya Wochepa: Wopanga zitsulo wachitatu waku China wayambitsa chingwe chatsopano cha mapaipi osasinthika amagetsi a arc furnace (EAF), ndikuwonjezera matani 200,000 a mphamvu yotsika ya mpweya pachaka. Izi zikuwonjezera kupezeka kwa mapaipi osasinthika opanda mpweya wokhala ndi ziŵerengero zapamwamba zotsalira (20-25%) ndi kugwiritsa ntchito mphamvu zobiriwira (30-50%) - izi ndizofunikira kwambiri kwa ogula aku Europe omwe akukumana ndi zofunikira za CBAM.

Kufufuza kwa Zikalata za CBAM Kwawonjezeka: European Commission yalengeza kutsimikizika kwatsopano kwa deta ya carbon footprint ya zitsulo zomwe zimatumizidwa kunja, kuyambira pa Meyi 1. Ogulitsa kunja ayenera kuwonetsetsa kuti malipoti okhudza mpweya woipa ndi olondola, otsimikizika, komanso ophatikizidwa ndi ziphaso zamagetsi zobiriwira komanso zikalata zokhudzana ndi chiŵerengero cha zinthu zotsalira.

Paipi Yopangira Zinthu Zaku Middle East Yakula: Mapulojekiti atsopano otumizira madzi ndi zomangamanga alengezedwa ku Saudi Arabia, UAE, ndi Qatar, zomwe zapangitsa kuti pakhale kufunikira kwa mapaipi akuluakulu olumikizidwa, magawo obowoka, ndi mapaipi olumikizirana kuti aperekedwe mu H2 2026 ndi kotala loyamba 2027.

Kuwunikanso Ndondomeko Zamalonda ku US: Unduna wa zachuma ku US ukuwunikiranso mitengo ya Gawo 232 pa zinthu zogulitsa zitsulo, ndipo kusintha komwe kungachitike kukuyembekezeka mu kotala lachitatu la 2026. Ogula ayenera kuyang'anira zomwe zikuchitika kuti aone ngati zingakhudze kayendedwe ka malonda a mapaipi achitsulo.

Kuwunikira Zinthu Zonse: Magiredi Ofunika a Kotala lachiwiri la 2026

Ogula omwe akukonzekera zofunikira za Q2 ndi Q3 zoyambirira ayenera kuika patsogolo izi zomwe zimafunidwa kwambiri:

Kugwiritsa Ntchito Zinthu Zofunika Kwambiri Nthawi Yotsogolera Nthawi Yofunika Kwambiri Q2

API 5L X52/X60/X65Mapaipi otumizira mafuta ndi gasi masiku 35-45 Okhazikika, okhala ndi voliyumu yambiri

ASTM A106 Giredi B/C Ntchito yotentha kwambiri (maboiler, mafakitale oyeretsera, malo opangira magetsi) Masiku 30-40 Yokhazikika, yokhazikika

ASTM A335 P11/P22/P91Kupanga magetsi, ma superheater, ma reheater masiku 45-55 Nthawi yokhazikika komanso yokonza

ASTM A312 TP304/TP316L Malo owononga, kukonza mankhwala, mafakitale azakudya masiku 40-50.

ASTM A333 Giredi 6 Utumiki wotentha pang'ono (LNG, cryogenic) Masiku 40-55 Niche, mapulojekiti apadera

EN 10210 S355J2H(yomalizidwa bwino) Mafelemu a nyumba, kumanga nyumba masiku 35-45 Kukula, kuyendetsedwa ndi zomangamanga

EN 10219 S355J2H(yopangidwa ndi ozizira) Kapangidwe ka makina, zothandizira, ndi denga masiku 30-40 Yokhazikika, yopezeka paliponse

Machubu olondola opanda msoko Masilinda a hydraulic, zida zamagalimoto, makina masiku 35-50 Ocheperako, olumikizidwa ndi opanga

Malangizo Ogulira Zinthu Mwanzeru pa Sabata Yomaliza ya Epulo

Popeza tchuthi cha Meyi chikuyandikira ndipo kotala lachiwiri likuyandikira, tikukulangizani kuti muchite izi:

Malizitsani Maoda Achangu a Q2 Sabata Ino: Pazofunikira za mapaipi osasokonekera, mapaipi a alloy, chubu cha boiler, kapena mapaipi akuluakulu ofunikira pakutumiza kumapeto kwa Meyi kapena Juni, ikani maoda asanafike pa Epulo 29 kuti mupeze kugawa kwa ntchito isanafike tchuthi.

Konzani Nthawi Yogulira Zinthu Pambuyo pa Tchuthi: Maoda omwe aperekedwa mkati mwa sabata ya tchuthi (Meyi 1-5) adzakonzedwa kuyambira pa Meyi 6. Ikani kaye nthawi yopuma iyi ya masiku 5 mu mawerengedwe anu otumizira katundu, makamaka pamapulojekiti okhudzana ndi nthawi.

Konzani Zolemba za CBAM Mosakhalitsa: Kuti mutumize mapaipi achitsulo cha kaboni, mapaipi achitsulo cha alloy, kapena mapaipi osapanga dzimbiri opanda zitsulo, pemphani ma phukusi athunthu a deta ya carbon footprint - kuphatikizapo satifiketi ya green power, kutsimikizira chiŵerengero cha zidutswa, ndi malipoti okhudza mpweya woipa - nthawi yayitali isanatumizidwe.

Malo Otetezeka Oyendera Malo Opita ku Gulf: Pa kutumiza mapaipi apaipi ndi OCTG kupita ku Middle East, sungani nthawi yosungiramo katundu kwa milungu 1-2 chifukwa cha kusintha kwa njira zomwe zikuchitika komanso kuchulukana kwa madoko.

Yang'anirani Ndondomeko Yamalonda ku US: Kwa ogula omwe ali ndi mwayi wodziwa zambiri za msika waku US, dziwani bwino za kuwunikanso kwa msonkho wa Gawo 232, chifukwa kusintha komwe kungachitike kungakhudze mitengo ya mapaipi achitsulo ndi kayendedwe ka malonda mu H2 2026.

Sanonpipe: Mnzanu Wodalirika Pamsika Wonse

Monga kampani yopereka chithandizo cha mapaipi achitsulo, tadzipereka kukhala ogwirizana odalirika kwambiri m'mafakitale apamwamba padziko lonse lapansi. Maluso athu ndi awa:

Zinthu Zozama, Zosiyanasiyana: Pafupifupi matani 200,000 a mapaipi achitsulo chosasunthika (chitsulo cha kaboni ndi zitsulo zosakaniza), kuphatikiza matani 10,000 a mapaipi olumikizidwa, machubu a sikweya, machubu amakona anayi, ndi mapaipi achitsulo chosapanga dzimbiri omwe alipo, okonzeka kutumizidwa mwachangu.

Unyolo Wopereka Mpweya Wochepa: Mgwirizano ndi makampani opanga zinthu omwe amapereka EAF kupanga, kuchuluka kwa zinyalala (20-25%), ndi mphamvu yobiriwira (30-50%), mothandizidwa ndi malipoti a deta ya kaboni ogwirizana ndi CBAM komanso kutsimikizira kwa chipani chachitatu.

Thandizo Lonse: Kuyambira kupeza zinthu zopangira ndi kutsimikizira mpaka kudula, kuyika ulusi, kuphimba, kulongedza, ndi kutumiza - timachepetsa unyolo wanu wonse wogulitsa padziko lonse lapansi.

Kufikira Padziko Lonse: Gulu lathu lodziwa bwino ntchito yotumiza katundu kunja limayang'anira zinthu zoyendera, zikalata (kuphatikizapo satifiketi ya MTC, satifiketi yoyambira), ndi chilolezo cha msonkho cha katundu wotumizidwa padziko lonse lapansi.

Lumikizanani ndi gulu lathu sabata ino kuti mumalize kuyitanitsa kwanu musanapite ku tchuthi, pemphani mitengo yamakono, kapena kambiranani njira yanu yogulira zinthu mu kotala lachiwiri ndi lachitatu la 2026. Tili pano kuti tikuthandizeni kuyenda pamsika molimba mtima.