Juni 4, 2026 - Kusanthula kwa Makampani kwa Ogula aku Europe ndi Padziko Lonse

Pamene tikulowa mwezi womaliza wa kotala lachiwiri la 2026, dziko lonse lapansichitoliro chachitsulo chosasunthika, chitoliro chachitsulo choswedwandigawo lopanda kanthuMsika ukusintha kuchoka pa kukhazikika kwa kotala lachiwiri kupita ku kukonzekera patsogolo kwa H2 2026. Mapangano aposachedwa a zandale—kuphatikizapo maulendo a purezidenti aku US ndi Russia ku China—asintha ziyembekezo za mfundo zamalonda, pomwe mikangano ya ku Middle East ikupitilizabe kukhazikika pang'onopang'ono. Kwa ogula aku Europe, kukhazikitsidwa kwa CBAM komwe kukupitilira komanso kufunikira kwakukulu kwa zipangizo za EN kumakhalabe mitu yayikulu. Lipotili limapereka zosintha zolunjika pakukonzekera kugula zinthu mwanzeru, makamaka pamsika waku Europe.

Malo Andale ndi Zandale: Kukhazikika ndi Mphamvu Zatsopano

Mavuto a ku Middle East Akupitirira Kuchepa
Mkangano wa asilikali pakati pa Iran, Israel, ndi United States wachepa kwambiri.

Khwalala la Hormuz: Ntchito za panyanja tsopano zili ngati zachizolowezi. Ndalama zowonjezera zonyamula katundu wopita ku Gulf zachepa kwambiri.$200–$800 pa chidebe chilichonse, ndi kuchedwa kochepa kwa mayendedwe (masiku 1-3 kuposa tsiku loyambira).

Mitengo ya MphamvuMitengo ya mafuta yakhazikika mu$65–$70 pa mbiya iliyonse, kuchepetsa kukakamizidwa kwa mtengong'anjo yamagetsi ya arckupanga zitsulo ndikuthandizira mitengo yokhazikika yamapaipi achitsulo cha kabonindimapaipi achitsulo cha alloy.

Misonkhano ya US-China ndi Russia-China: Zotsatira za Ndondomeko Zamalonda
Maulendo apamwamba aposachedwapa apereka zotsatira zingapo zokhudzana ndichitoliro chachitsulomakampani:

US-ChinaMagulu ogwira ntchito akupitiliza kuwunikanso mitengo ya Gawo 232. Palibe kusintha kovomerezeka komwe kwalengezedwa, koma zokambirana zikupitilira.

Russia-ChinaMapangano atsopano okhudza zomangamanga zamagetsi adzalimbikitsa kufunikira kwa mtsogolo kwachitoliro cha mzere chachikulu m'mimba mwakepa mapulojekiti otumizira mauthenga ochokera kumayiko ena, ndipo kugula kukuyembekezeka mu H2 2026.

Kuyang'ana Kwambiri Msika wa ku Ulaya: CBAM, EN Standards, ndi Green Steel Kufunika

Kwa ogula aku Europe, zinthu zingapo zofunika kwambiri zikukhudza kugula kwa kotala lachiwiri ndi kotala lachiwiri la 2026:

Kupita Patsogolo kwa Kukhazikitsa CBAM

Zofunikira pa ZolembaMa phukusi a deta ya carbon footprint—kuphatikizaposatifiketi ya mphamvu yobiriwira, kutsimikizira chiŵerengero cha zidutswa, ndi malipoti okhudza mpweya woipa—tsopano ndi zofunikira zovomerezeka kuti zitsatidwe.

Mphamvu Yotsimikizira: Bungwe la European Commission lawonjezera kufufuza deta yomwe yatumizidwa. Kulondola ndi kutsimikizira kwa chipani chachitatu zikuchulukirachulukira.

Zotsatira za Mtengo: Ndi mitengo ya kaboni ya EU ETS mu€75–€90/tani, Ziphaso za CBAM zikuyimira mtengo wofunikira pazinthu zomwe zimatulutsa mpweya wambiri.

Kufunika kwa Zinthu Zokhazikika za EN

Mapulojekiti aku Europe akupitilizabe kutchula zipangizo zomwe zimagwiritsidwa ntchito mu EN. Magiredi ofunikira kwambiri ndi awa:

Muyezo wa EN	Giredi	Ntchito Yachizolowezi	ASTM yofanana
EN 10210-1	S355J2H	Magawo opanda kanthu omangidwa ndi nyumba omalizidwa bwino	ASTM A500 Giredi C
EN 10210-1	S275J2H	Ntchito zambiri zomanga	ASTM A500 Giredi B
EN 10219-1	S355J2H	Zigawo zomangidwa ndi zofewa zopangidwa ndi ozizira	ASTM A500 Giredi C
EN 10219-1	S235JRH	Kapangidwe kopepuka, kakhoma	ASTM A36
EN 10216-2	P235GH TC1	Zolinga za kupanikizika pa kutentha kwakukulu	ASTM A106 Giredi B
EN 10216-2	P265GH TC1	Mabotolo opondereza, ma boiler	ASTM A106 Giredi C
EN 10217-2	P235GH	Machubu opanikizika olumikizidwa	ASTM A135 Giredi B

Kufunika kwa Chitsulo Chochepa cha Mpweya ndi Chobiriwira

Ogula aku Europe akuika patsogolo kwambirimapaipi opanda mpweya wochepakuchokera ku mill za EAF zomwe zili ndi zolembedwakugwiritsa ntchito mphamvu zobiriwira (30-50%)ndikuchuluka kwa zinyalala zambiri (20-25%).

Ziphaso za chipani chachitatu (monga,ISO 14064, ISO 14067) akukhala osiyana pakuwunika ma tender.

Chidule cha Msika wa Kotala lachiwiri la 2026: Kugwira Ntchito Mokhazikika

Kotala lachiwiri lawonetsa momwe msika ulili bwino m'magulu osiyanasiyana azinthu.

Kupanga ndi Kupereka

Makampani opanga mafakitale ku Asia konse amagwira ntchito kuKugwiritsa ntchito mphamvu 75-80%ndi zotsatira zokhazikika zamapaipi achitsulo cha kaboni, mapaipi achitsulo cha alloyndimapaipi osapanga dzimbiri opanda msoko.

Nthawi yoperekera chithandizo imakhala yofanana:Masiku 30-40chifukwa chaASTM A106 Giredi BndiAPI 5L B, Masiku 45-55chifukwa chaASTM A335mndandanda wa aloyi ndimapaipi osasoka okhala ndi mainchesi akuluakulu.

KwaZipangizo zokhazikika za ENnthawi zotsogolera nthawi zambiri zimakhalaMasiku 35-50kutengera ndi giredi ndi zofunikira za satifiketi.

Chidule cha Mtengo Wosinthira (kuyambira pa June 4, 2026)

Peyala ya Ndalama	Kusuntha motsutsana ndi Masabata 4 Apitawo	Kufunika kwa Ogula aku Europe
EUR/CNY	-0.8% (yuan yolimba pang'ono)	Kukwera pang'ono kwa mtengo wa EUR
USD/CNY	-0.5% (yuan yolimba)	Mtengo wokwera wa USD pa mapangano a USD
EUR/USD	-0.3% (euro yofewa pang'ono)	Zotsatira zochepa pa mgwirizano wa ndalama zosiyanasiyana

Chiyembekezo cha Msika wa H2 2026: Kotala lachitatu ndi kupitirira apo

Poganizira za theka lachiwiri la 2026, zinthu zingapo zidzasintha msika:

Chiyembekezo cha Mitengo

Mitengo Yopanda Msoko ya Chitoliro: Zikuyembekezeka kukhalabe zokhazikika mpaka kotala lachitatu, ndi kukwera pang'ono kwa mphamvu mu kotala lachinayi ngati mitengo yamagetsi ikwera kapena kufunikira kwa magetsi padziko lonse lapansi kukuchulukirachulukira.

Kuphatikiza Mtengo wa CBAM: Ogula aku Europe ayenera kuwerengera ndalama zomwe zimagwiritsidwa ntchito popanga zinthu zotulutsa mpweya wambiri.

Ndalama Zogulira Katundu: Malipiro a sitima zopita ku Middle East akhazikika; mitengo ya katundu padziko lonse lapansi ikuyembekezeka kukhalabe yokhazikika kupatula kusokonekera kwatsopano.

Chiyembekezo cha Kufunika kwa Anthu Kutengera Gawo Lililonse

Gawo	Chiwonetsero cha H2 2026	Zogulitsa Zofunika
Mafuta ndi Gasi	Kukula kokhazikika, pang'ono	Chitoliro cha mzere wa API 5L, OCTG, chivundikiro, chubu
Kupanga Mphamvu	Yokhazikika, yoyendetsedwa ndi kukonza	EN 10216-2 P235GH/P265GH, ASTM A335machubu a boiler
Zomangamanga(Ku Ulaya)	Kukula, mapulojekiti osinthira zachilengedwe	EN 10210/EN 10219 S355J2H, machubu ozungulira, RHS
Zomangamanga(Kum'mawa kwa Pakati/Asia)	Yokhazikika	Mapaipi olumikizidwa ndi mainchesi akuluakulu, chitoliro chokulungira
Mphamvu Zongowonjezedwanso	Kutuluka	Machubu osasinthika mwatsatanetsatane, mapaipi amakina

CBAM ndi Kuyang'anira Ndondomeko Zamalonda

Kuwunikanso kwa Gawo 232 la USKusintha komwe kungachitike kungakhudze kupita ku USchitoliro chachitsulokayendedwe ka malonda. Palibe kusintha komwe kukuyembekezeka mu gawo lachitatu lisanafike.

Njira Zodzitetezera ku Malonda za EUNdemanga zomwe zikupitilira za ntchito zoletsa kutaya katundu pa zinachitoliro chopanda msokomagulu.

Nkhani Zaposachedwa Zamakampani: Luso, Ukadaulo, ndi Miyezo

Zochitika zingapo kumapeto kwa Meyi ndi kumayambiriro kwa Juni zikupanga mpikisano kwa ogula aku Europe:

Mphamvu Yatsopano ya EAF ya Chitsulo Chopanda Mpweya Wokwanira: Awiri atsopanong'anjo yamagetsi ya arc (EAF)Mapaipi opanda mipata ayamba kupanga ku China, zomwe zawonjezera matani pafupifupi 600,000 a mphamvu yotsika ya mpweya pachaka. Malo awa akuyang'ana kwambiri paZipangizo zokhazikika za ENndi deta yolembedwa ya mphamvu yobiriwira ndi chiŵerengero cha zinyalala.

Zosintha za Malangizo a CBAM: European Commission yatulutsa malangizo atsopano okhudzachizindikiro cha mpweyanjira zotsimikizira, kufotokoza zofunikira zamalipoti okhudza mpweya woipa womwe umabwera chifukwa cha gulu lililonsendi mabungwe ovomerezeka otsimikizira.

EN Standard HarmonizationMabaibulo atsopano aEN 10210ndiEN 10219zasindikizidwa, ndi kusintha pang'ono kwaukadaulo. Ogula ayenera kutsimikizira mtundu womwe pulojekiti yawo ikunena.

Kuvomereza Zomangamanga: Mapulojekiti angapo osinthira zachilengedwe ku Ulaya avomerezedwa ndi ndalama, zomwe zapangitsa kuti pakhale kufunikira kwa ndalama zoyendetsera ntchitomagawo opanda kanthu omangidwandimachubu olondolapa kutumiza kwa H2 2026 ndi kotala loyamba la 2027.

Kuwunikira Zinthu Zonse: Magiredi Ofunika kwa Ogula aku Europe (H2 2026)

Kalasi Yopangira Zinthu	Mapulogalamu Ofunika	Nthawi Yodziwika Yotsogolera	Njira Yofunira Anthu ya H2
EN 10216-2 P235GH TC1	Zolinga za kupanikizika, kutentha kwakukulu	Masiku 35-50	Kukula, kugwiritsa ntchito boiler
EN 10216-2 P265GH TC1	Zombo zopanikizira, kupanga magetsi	Masiku 35-50	Yokhazikika, yoyendetsedwa ndi kukonza
EN 10210 S355J2H(yomalizidwa bwino)	Mafelemu a nyumba, zomangamanga	Masiku 35-45	Kukula, zomangamanga
EN 10219 S355J2H(yopangidwa ndi ozizira)	Kapangidwe ka makina, zothandizira, ndi ma scaffolding	Masiku 30-40	Khola, lopezeka paliponse
API 5L X52/X60/X65	Mapaipi a mafuta ndi gasi	Masiku 35-45	Yokhazikika, yodzaza kwambiri
ASTM A106 Giredi B/C	Utumiki wotentha kwambiri (padziko lonse lapansi)	Masiku 30-40	Yokhazikika, yokhazikika
ASTM A335 P11/P22/P91	Ma boiler opangira magetsi	Masiku 45-55	Kukhazikika, kukonza nthawi zonse
Mapaipi opanda mpweya wochepa(EAF + mphamvu yobiriwira)	Mapulojekiti osamalira chilengedwe	Masiku 40-55	Gawo lokwera, lapamwamba

Malangizo Ogulira Zinthu Mwanzeru kwa Ogula aku Europe - H2 2026

Popeza malo akusintha, tikupangira izi:

Tchulani Miyezo ya EN Yoyambirira: Pa mapulojekiti aku Europe, phatikizaniEN 10210, EN 10219kapenaEN 10216-2zofunikira mu RFQs zanu kuti zitsimikizire kuti ogulitsa akupereka ziphaso zoyenera komanso kutsata zinthuzo.

Konzani Zolemba za CBAM TsopanoPempho lathamapaketi a deta ya carbon footprint- kuphatikizaposatifiketi ya mphamvu yobiriwira, kutsimikizira chiŵerengero cha zidutswandimalipoti okhudza mpweya woipa womwe umabwera chifukwa cha gulu lililonse– pa siteji ya mtengo, osati pambuyo poika oda.

Ganizirani Zosankha Zopanda Mpweya Wokwanira: Pa mapulojekiti omwe ali ndi zolinga zochepetsera mpweya woipa, fufuzanimapaipi opanda mpweya wochepakuchokera ku minda ya EAF yokhala ndi mphamvu yobiriwira yolembedwa (30-50%) ndi kuchuluka kwa zinthu zotsalira (20-25%). Ma premium akhala akupikisana kwambiri.

Konzani Maoda a H2 mu Q2Kuti mupeze malo operekera zinthu mu Seputembala-Okutobala, ikaniMuyezo wa ENndichitoliro chachitsulo cha aloyimaoda pofika kumapeto kwa mwezi wa June. Nthawi yoperekera zinthu zovomerezeka ikhoza kupitirira masiku 50-60.

Yang'anirani Ndondomeko ya Ndalama ndi Malonda: Pa mapangano omwe ali ndi euro, mulingo wa EUR/CNY womwe ulipo pano umapereka chidziwitso chokwanira cha mtengo. Yang'anirani zolengeza zilizonse za Gawo 232 zomwe zingakhudze kayendedwe ka malonda padziko lonse lapansi.

Tsimikizirani Zofunikira za SatifiketiTsimikizirani ngati polojekiti yanu ikufunikaEN 10204 Mtundu 3.1(satifiketi ya mphero) kapenaMtundu 3.2zikalata (zoyang'aniridwa ndi munthu wina), chifukwa izi zimakhudza nthawi yoperekera ndi ndalama.

Sanonpipe: Mnzanu wa Msika wa ku Ulaya

Monga malo amodzi oimikapo magalimotochitoliro chachitsuloMonga opereka chithandizo, tadzipereka kukhala ogwirizana odalirika kwambiri m'mafakitale apamwamba padziko lonse lapansi. Kwa ogula aku Europe, timapereka:

EN-Standard Inventory: EN 10210, EN 10219ndiEN 10216-2zipangizo zomwe zili m'magiredi otchuka, zokhala ndi ziphaso zonse za mphero komanso kutsata komwe zikupezeka.

Unyolo Wopereka Mpweya WochepaMgwirizano ndi makampani opanga zinthu a EAF omwe akupereka zikalata zolembedwakugwiritsa ntchito mphamvu zobiriwira(30-50%),kuchuluka kwa zinthu zotsalira kwambiri(20-25%), komanso kutsatira malamulo a CBAMdeta ya carbon footprint.

Zambiri Zozama: PafupifupiMatani 200,000 a mapaipi achitsulo opanda msoko(kaboni ndi aloyi), kuphatikizaMatani 10,000 a mapaipi olumikizidwa, machubu ozungulira, machubu amakona anayindimapaipi achitsulo chosapanga dzimbiri.

Thandizo la Zolemba: Timapereka ma phukusi athunthu a satifiketi, kuphatikizaZikalata za EN 10204 Mtundu wa 3.1/3.2, Zikalata za MTC, zikalata zoyambirandimalipoti okhudza zizindikiro za mpweya woipa.

Ukatswiri wa Msika wa ku UlayaGulu lathu limayang'anira chitukuko cha CBAM, zosintha za muyezo wa EN, ndi mfundo zamalonda kuti lipereke malangizo panthawi yake.

Lumikizanani ndi gulu lathu sabata inokuti mukambirane njira yanu yogulira zinthu ya H2 2026, pemphani mitengo yokhazikika ya EN, kapena kulandira malangizo okhudza zolemba za CBAM ndi njira zosinthira mapaipi achitsulo chotsika mpweya.