12 Machi, 2026 - Kusanthula kwa Makampani ndi Chiyembekezo Chanzeru cha Masabata Omaliza a Kota Yoyamba

Pamene tikulowa mlungu wachiwiri wa Marichi, ndi mwezi wosakwana umodzi wotsala mu kotala loyamba la 2026, msika wapadziko lonse wa chitoliro chachitsulo chosasunthika, chitoliro chachitsulo cholumikizidwa, ndi msika wa gawo lopanda kanthu ukukumana ndi mavuto awiri: kukwera kwa mikangano yandale ku Middle East ndi kukhazikitsa kwathunthu kwa ntchito yatsopano ya ku Europe.chotchinga cha malonda chobiriwiraza zitsulo zotumizidwa kunja. Kwa ogulitsa ndi ogula omwe akufunafuna msika waku Europe, kumvetsetsa momwe mphamvuzi zimagwirizanirana n'kofunika kwambiri tsopano.

Zosintha Zandale: Kusokonezeka kwa Strait of Hormuz Kukukulirakulira

Nkhondo yankhondo yokhudza Iran, Israel, ndi United States ikupitilirabe kukhudza njira zamalonda padziko lonse lapansi komanso mtengo wamagetsi.

Malo Otsetsereka a Katundu: Mphepete mwa nyanja ya Hormuz ikadali pachiwopsezo chachikulu, pomwe mizere yayikulu yotumizira katundu ikupereka ndalama zowonjezera pakati pa $1,500–$4,000 pa chidebe chilichonse ndi zombo zina zomwe zimadutsa njira ina, zomwe zimawonjezera masiku 10–15 kuti katundu wonyamula katundu wopita ku Persian Gulf ayende.

Kufalikira kwa Chigawo: Ngakhale kuti kutumiza mwachindunji ku Iran kuli kochepa, mayiko asanu ndi limodzi a Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) onse pamodzi amapanga 26.3% ya kutumiza kwa China mapaipi osasunthika—onse omwe amafunika kudutsa mu strait.

Kukwera kwa Mtengo wa Mphamvu: Mitengo ya mafuta ikukwera kufika pa $100 pa mbiya, zomwe zikuwonjezera ndalama zopangira zitsulo zamagetsi zomwe zimagwiritsa ntchito mphamvu zambiri komanso kukweza mitengo ya mapaipi achitsulo cha kaboni, mapaipi achitsulo cha alloy, ndi mapaipi osapanga dzimbiri opanda msoko.

Ndondomeko Yatsopano Yogulitsira Zobiriwira ku Europe: CBAM ndi Kupitirira apo

Kwa ogulitsa kunja omwe akufuna msika wa ku Ulaya, chaka cha 2026 ndi chaka chofunikira kwambiri. Njira Yosinthira Mipaka ya Carbon Border (CBAM) ya EU tsopano ikugwira ntchito mokwanira, kusintha kwakukulu momwe kutumizidwa kwa mapaipi achitsulo kumayendetsedwa.

Zofunikira za CBAM kwa Ogulitsa Zitsulo Kunja

Maudindo Ofotokozera: Otumiza kunja ayenera tsopano kulengeza za mpweya woipa wochokera m'mapaipi achitsulo osapindika ochokera kunja, mapaipi olumikizidwa, ndi machubu omangidwa, kuphatikizapo mpweya woipa wolunjika (Scope 1) ndi wosalunjika (Scope 2).

Kugula Satifiketi: Utsi wopitirira muyezo wa EU umafuna kugula satifiketi ya CBAM pamtengo wogwirizana ndi mitengo ya kaboni ya EU ETS (pakali pano €80-100/tCO₂).

Nthawi Yotsatira Malamulo: Njirayi ikusintha kuchoka pa kupereka malipoti okha kupita ku kusintha kwathunthu kwa zachuma mu 2026, ndi zilango kwa osatsatira malamulo.

Ndondomeko Yamakampani ya EU Yokhudzana ndi Zobiriwira

Lamulo la Makampani Ogulitsa Zinthu Zachitsulo: Limaika cholinga cha ukadaulo wamakono (kuphatikizapo chitsulo) kuti ukwaniritse 40% ya zomwe EU ikufuna kudzera mu kupanga zinthu zapakhomo pofika chaka cha 2030, zomwe zimapangitsa kuti zinthu zochokera kunja zikhale ndi mpweya wochepa kwambiri.

Malamulo Okhudza Kutuluka kwa Mpweya wa Kaboni: Zinthu zochokera kumayiko omwe alibe mfundo zoyendetsera nyengo zomwe zimayang'aniridwa bwino zimayang'aniridwa kwambiri komanso kusintha malire.

Yankho la Makampani Opanga Mapaipi Achitsulo ku China: Njira Yochepetsera Mpweya ndi 30%

Potsatira malamulo aku Europe komanso zolinga zapakhomo zokhudzana ndi mpweya wa kaboni, opanga mapaipi otsogola achitsulo ku China akufulumizitsa kuchotsa mpweya wa kaboni. Kutengera ndi zida zophunzitsira zaposachedwa, njira yopezera kuchepetsa mpweya wa kaboni ndi 30% ikuphatikiza kuphatikiza kwa ukadaulo:

Njira Zaukadaulo Zofunikira

Kusintha kwa Kapangidwe ka Mphamvu

Kusintha Mphamvu Yobiriwira: Kuchulukitsa gawo la mphamvu ya mphepo ndi dzuwa popanga. Ntchito za Tianjin Pipe zachepetsa mpweya wa CO₂ wapachaka ndi matani 220,000. Kupeza mphamvu yobiriwira ndi 50%+ kungachepetse kwambiri mpweya wa kaboni m'mapaipi achitsulo opanda msoko.

Kuchepetsa mwachindunji kwa haidrojeni kukubwera ngati ukadaulo wotsogola, wokhoza kuchepetsa mphamvu ya mpweya woipa kufika pa gawo limodzi mwa magawo atatu a njira zachikhalidwe.

Kupanga Zinthu Mwatsopano

Njira Yochepa ya EAF: Kusintha kuchoka pa njira yayitali ya fireplace ya blast furnace-basic oxygen furnace (BF-BOF) kupita ku njira yochepa ya electron arc furnace (EAF) pogwiritsa ntchito chitsulo chodulidwa kungachepetse mpweya woipa ndi 60-75%. Kupanga mapaipi osasinthika a Baosteel pogwiritsa ntchito ma billets a EAF kumakwaniritsa gawo limodzi mwa magawo atatu a mpweya woipa wa njira zosinthira magetsi.

Kuwonjezeka kwa Zidutswa: Kuwonjezeka kulikonse kwa 10% pakugwiritsa ntchito zidutswa kumachepetsa mpweya woipa wa carbon ndi pafupifupi 15%.

Kasamalidwe ka Mphamvu Za digito

Mapulatifomu anzeru amagetsi amathandiza kuyang'anira ndi kukonza nthawi yeniyeni. Shandong Guangfu Group yapeza ndalama zopulumutsa mphamvu ndi 15% kuposa kudzera mukusintha kwachilengedwe.

Kukhazikitsa Koyenera Pang'onopang'ono

Nthawi Yogwiritsira Ntchito Kuchepetsa Utsi Wotuluka Panjira

Mphamvu Yobiriwira (30%+) 8-12% Kwakanthawi kochepa (zaka 1-3)

Chiŵerengero cha Zidutswa (25%+) 10-15% Kwa kanthawi kochepa (chaka 1-3)

Kugwiritsa Ntchito Mphamvu Moyenera Kwambiri 5-8% Kwakanthawi kochepa (chaka 1-3)

Mphamvu Yobiriwira (50%+) 15-20% Nthawi Yapakatikati (zaka 3-5)

DRI yochokera ku haidrojeni 30-50% Nthawi yapakati (zaka 3-5)

Njira Yonse ya EAF Scrap 60%+ Yapakatikati (zaka 3-5)

CCUS >90% Kwa nthawi yayitali (zaka 5-10)

Udindo Watsopano wa Kampani Yogulitsa: Mlatho wa Deta ya Carbon ndi Wogwirizanitsa Mayankho

Monga momwe zasonyezedwera mu maphunziro aposachedwa a msika ku Europe, udindo wa wogulitsa mapaipi achitsulo ukusintha kuchoka pakupereka zinthu kupita ku kukhala mlangizi wowongolera mpweya.

Mphamvu Zazikulu Zopambana Msika wa ku Ulaya

Kuwonekera kwa Deta ya Kaboni

Kusunga zosungiramo tsatanetsatane wa mpweya wa carbon wa mphero ndi ziphaso zamagetsi zobiriwira, zolemba za chiŵerengero cha zinyalala, ndi deta yogwiritsira ntchito mphamvu zopangira

Kupereka malipoti okhudza mpweya woipa womwe umapezeka m'gulu lililonse kutengera deta yeniyeni yopangidwa

Mgwirizano wa Low-Carbon Mill

Kukhazikitsa mndandanda wa ogulitsa omwe amawakonda omwe amaika patsogolo mphero zokhala ndi mphamvu yobiriwira ya ≥30%, ≥20% chiŵerengero cha zidutswa, kapena njira zonse za EAF

Kuteteza mphamvu zodzipangira zinthu zobiriwira kwa makasitomala aku Europe

Thandizo Lotsatira Malamulo

Kupereka ma tempuleti a lipoti la data la kaboni logwirizana ndi CBAM lotsimikiziridwa ndi mabungwe ena

Kupereka upangiri pa njira zabwino kwambiri zaukadaulo (monga, EAF+mphamvu yobiriwira kuti muchepetse 60%+, mphamvu yochuluka kwambiri+yobiriwira kuti muchepetse 25-30%)

Kupita Patsogolo Kowonetsedwa

Mapulojekiti oyesera kugwiritsa ntchito ma billets amagetsi a uvuni + magetsi obiriwira popanga mapaipi apaipi adapeza mpweya woipa wa 0.65 tCO₂/tani yokha—70% pansi pa avareji ya matani 2.2 amakampani.

Mgwirizano ndi mafakitale omwe amatha kupereka magetsi obiriwira mwachindunji tsopano ndi 40% ya mphamvu zopangira, ndipo "30% Carbon Reduction Product Line" ikufuna kuchepetsa 10-15% yowonjezera ya zogula za H2 2026.

Kuyang'ana Kwambiri: Magiredi Ofunika a Mapulojekiti aku Europe

Ogula aku Europe ayenera kusankha ogulitsa omwe angathe kupereka mitundu yotsimikizika ya zinthu zomwe zimafunidwa kwambiri zomwe sizimawononga mpweya wambiri:

Kalasi ya Zinthu Zomwe Zimagwiritsidwa Ntchito Kawirikawiri Njira Yotsika ya Mpweya

API 5L X52/X60/X65Mapaipi a mafuta ndi gasi EAF + mphamvu yobiriwira (kuchepetsa 60%+)

ASTM A106 Giredi B/C Utumiki wotentha kwambiri Chiŵerengero cha zinyalala zambiri + mphamvu yobiriwira (25-30%)

ASTM A335 P11/P22/P91Ma boiler opangira magetsi a Hydrogen-based DRI (omwe akutuluka)

EN 10210 S355J2HZigawo zopanda kanthu za kapangidwe kake Mphamvu yobiriwira + kukonza zinthu zotsalira

ASTM A312 TP304/TP316L Malo owononga zinthu zosapanga dzimbiri za EAF + zobwezerezedwanso

Zotsatira Zanzeru pa Kugula kwa Kotala lachiwiri la 2026

Pamene kotala loyamba likutha mwezi uno, nthawi yopezera malo opangira kotala lachiwiri ikuchepa. Mfundo zazikulu zomwe ziyenera kuganiziridwa ndi izi:

Zotumiza ku Ulaya

Pemphani deta ya carbon footprint ndi zikalata zovomerezeka zobiriwira ndi mafunso onse

Tsimikizirani luso la ogulitsa kuti apereke malipoti otsatira malamulo a CBAM

Ganizirani mapangano a nthawi yayitali kuti mupeze mphamvu yopangira zinthu zopanda mpweya wambiri

Zotumiza ku Middle East

Ganizirani za kuwonjezeka kwa mtengo wa katundu ndi 15-25% komanso kuchedwa kwa milungu iwiri kapena inayi

Onetsetsani kuti muli ndi Zikalata Zoyesera za Mill (MTC) ndi Zikalata Zoyambira zopanda cholakwika kuti muchepetse zoopsa za misonkho

Kambiranani njira zina zoyendetsera zinthu ndi opereka chithandizo cha mayendedwe

Pa Zofunikira Zonse za Q2

Malizitsani zofunikira ndikuyitanitsa mkati mwa masabata awiri kapena atatu otsatira

Ikani patsogolo zinthu zokhala ndi waya wautali: mapaipi osasunthika akuluakulu, machubu achitsulo chosungunuka, ndi magawo a kapangidwe ka EN 10219

Funsani ogulitsa mwamsanga kuti mumvetse nthawi yawo yopangira zinthu pambuyo pa tchuthi komanso momwe angagwiritsire ntchito mpweya wochepa

Sanonpipe: Mnzanu wa Green Steel ndi Global Navigation

Monga kampani yopereka chithandizo cha mapaipi achitsulo, tadzipereka kukhala ogwirizana odalirika kwambiri m'mafakitale apamwamba padziko lonse lapansi. Mphamvu zathu zikuphatikizapo:

Kuzama kwa Zinthu: Pafupifupi matani 200,000 a mapaipi achitsulo chosasunthika (kaboni ndi aloyi), kuphatikiza matani 10,000 a mapaipi olumikizidwa, machubu a sikweya/amakona anayi, ndi mapaipi achitsulo chosapanga dzimbiri.

Unyolo Wopereka Mpweya Wochepa: Mgwirizano ndi mphero zomwe zimapereka mphamvu yobiriwira, kuchuluka kwa zinyalala zambiri, komanso kupanga kwa EAF, mothandizidwa ndi zosungira deta ya kaboni ndi malipoti otsatira CBAM.

Thandizo Lonse: Kuyambira kulamulira zinthu zopangira mpaka kulongedza, kupenta, ndi kutumiza, timapulumutsa nthawi ndi ndalama za makasitomala pamene tikuonetsetsa kuti malamulo akutsatira.

Lumikizanani ndi gulu lathu lero kuti mukambirane njira yanu yogulira zinthu mu kotala lachiwiri la 2026, pemphani njira zogulira zinthu zomwe siziwononga mpweya wabwino, kapena mulandire malangizo enieni okhudza kuthana ndi mavuto omwe alipo pazandale komanso malamulo.