Meyi 20, 2026 - Kusanthula kwa Makampani kwa Ogula Padziko Lonse

Pamene tikulowa m'sabata yachitatu ya Meyi 2026, dziko lonse lapansichitoliro chachitsulo chopanda msoko,chitoliro chachitsulo choswedwandigawo lopanda kanthuMsika ukuyenda m'malo osadziwika bwino a zandale. M'masabata angapo, China yalandira Purezidenti wa US ndi Purezidenti wa Russia Putin pamisonkhano yapamwamba, zomwe zikusonyeza kusintha kwa mfundo zamalonda padziko lonse lapansi. Pakadali pano, mikangano ya ku Middle East ikupitilizabe kukhazikika pang'onopang'ono, ndipo misika ya ndalama ikuyankha kusintha kwa ndale. Lipotili likupereka zosintha zokhazikika pakukonzekera kugula zinthu mwanzeru.

Kupambana kwa Maudindo: Misonkhano Iwiri Yaikulu Yasintha Malo

Zotsatira za Msonkhano wa US-China
Pambuyo pa msonkhano wofunika kwambiri wa pulezidenti wa US-China koyambirira kwa mwezi uno, zokambirana zoyambirira za ogwira ntchito zayamba pa kusintha kwa mfundo zamalonda.

Kuwunikanso Misonkho ya Gawo 232Magulu ogwira ntchito a mayiko awiriwa akuwunikiranso kuchuluka kwa mitengo yachitsulo, ndipo pali nkhani zina zomwe zingakambidwe zokhudzana ndi kuchotsera msonkho.chitoliro chachitsulo cha kabonindichitoliro chachitsulo cha aloyiPalibe kusintha kovomerezeka komwe kwalengezedwa, koma kusintha kwa zandale kuli bwino.

Njira Zothandizira MalondaMagulu onse awiri agwirizana kuti achepetse njira zolembera zikalata zotumizira kunja ndi kutumiza kunja, zomwe zingachepetse nthawi yoyendetsera ntchito yotumiza kunja kwa dzikolo.chitoliro chachitsulo chopanda msokokutumiza pakati pa misika iwiriyi.

Zotsatira za Msika wa Ndalama: Mtengo wa USD/CNY wakhazikika pambuyo pa kusakhazikika koyamba, tsopano malonda ali mkati mwa malire ochepa pamene misika ikuyembekezera kulengezedwa kwa mfundo zenizeni.

Zochitika pa Msonkhano wa Russia ndi China
Ulendo wa Purezidenti Putin ku China wabweretsa zotsatira zingapo zokhudzana ndichitoliro chachitsulomakampani:

Mgwirizano wa Zomangamanga za Mphamvu: Mapangano atsopano okhudza chitukuko cha mapaipi a gasi achilengedwe adzalimbikitsa kufunikira kwa mtsogolo kwachitoliro cha mzere chachikulu m'mimba mwakendiMapaipi osasinthika a API 5L X65/X70pa mapulojekiti otumizira mphamvu m'malire.

Njira Zachuma ZamalondaKugwiritsa ntchito ndalama zakomweko pamalonda a mayiko awiri (Ruble/Yuan) kungachepetse ndalama zosinthira ndalama zachitoliro chachitsulomalonda pakati pa misika iwiriyi.

Kugwirizana kwa Ndalama Zogwirira NtchitoKugwirizana pa chitukuko cha zomangamanga ku Europe ndi Asia kudzathandizira kufunikira kwamapaipi omangidwa,chitoliro chokulungirandiEN 10219 magawo opanda kanthuza ntchito za sitima ndi zomangamanga.

Zosintha Zandale: Mikangano ya ku Middle East Ikupitirira Kuchepa

Mkangano wa asilikali pakati pa Iran, Israel, ndi United States wakhazikika kwambiri.

Khwalala la Hormuz: Ntchito za panyanja zikuchulukirachulukira. Ndalama zowonjezera zonyamula katundu wopita ku Gulf zachepa kwambiri.300–300–1,000 pa chidebe chilichonse, ndi kuchedwa kwa mayendedwe tsopano kochepa (masiku 2-5 kuposa momwe zinalili kale).

Kutuluka kwa Zinthu Kumayiko Ena M'madera EnaMayiko a Gulf Cooperation Council akulandira thandizo la ndalama kuchokera kuchitoliro cha mzere,OCTGndichitoliro chomangidwakutumiza katundu ndi nthawi yofanana ndi yachizolowezi.

Mitengo ya MphamvuMitengo ya mafuta yakhazikika mu68–68–72/mphika wozungulira, kuchepetsa kukakamizidwa kwa mtengong'anjo yamagetsi ya arckupanga zitsulo.

Zosintha Zamsika za Kotala Lachiwiri la 2026: Zoyambira Zokhazikika, Kusamala pa Ndondomeko Yamalonda

Kotala lachiwiri likupitilizabe kuwonetsa momwe msika ulili bwino, ngakhale kuti chitukuko cha mfundo zamalonda chikuyambitsa zosintha zomwe zingatheke panthawi yapakati.

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.

Chidule cha Mtengo Wosinthira (kuyambira pa Meyi 20, 2026)

Peyala ya Ndalama	Kusuntha motsutsana ndi Masabata Awiri Apitawo	Kutanthauza kwa Ogula
USD/CNY	-0.3% (yuan yolimba pang'ono)	Kukwera pang'ono kwa mtengo wa USD
EUR/CNY	-0.2% (yokhazikika ya yuan)	Kuchepa kwa zotsatira
PUB/CNY	+1.5% (yamphamvu kwambiri kuposa ruble)	Mtengo wotsika wa CNY pa ma RUB

Zoyambitsa Kufunikira kwa Anthu Kutengera Gawo Logwiritsidwa Ntchito

Gawo	Mulingo wa Ntchito Yapano	Zogulitsa Zofunika Kwambiri
Mafuta ndi Gasi(Padziko lonse)	Yokhazikika, yodzaza kwambiri	API 5L X52/X60/X65 chitoliro cha mzere,OCTG,chivundikiro,chubu
Kupanga Mphamvu	Yokhazikika, yoyendetsedwa ndi kukonza	ASTM A213 T11/T22,ASTM A335 P11/P22/P91machubu a boiler
Zomangamanga(Asia, Middle East)	Kukula	EN 10210 S355J2H,EN 10219magawo,machubu ozungulira,RHS
Kutumiza Mphamvu(Mapulojekiti atsopano a mapaipi)	Zomwe zikubwera, zoyendetsedwa ndi mgwirizano wa Russia-China	Mapaipi osapindika okhala ndi mainchesi akuluakulu,Chitoliro cha mzere wa X65/X70

Nkhani Zaposachedwa Zamakampani: Luso, Ndondomeko Yamalonda, ndi Ukadaulo

Zochitika zingapo pakati pa mwezi wa May ndi kumapeto kwa mwezi wa May zikupangitsa kuti mpikisano ukhalepo:

Mapangano a Russia-China Paipi: Mapangano atsopano okhudza zomangamanga zamagetsi adzalimbikitsa kufunikira kwachitoliro cha mzere wapamwamba kwambirindimapaipi osasoka okhala ndi mainchesi akuluakulukwa mapulojekiti otumizira mauthenga ochokera kumayiko ena, ndipo kugula magetsi kukuyembekezeka kuyamba mu H2 2026.

Magulu Ogwira Ntchito Zamalonda ku US-ChinaMisonkhano yoyamba yokhudza kusintha kwa mitengo ya Gawo 232 yatha. Ogwira nawo ntchito akuyembekezera malangizo oyamba mkati mwa masiku 30-60.

Zofunikira pa Zolemba za CBAM: Ogula aku Europe akupempha kwambirimapaketi a deta ya carbon footprintndisatifiketi ya mphamvu yobiriwirandikutsimikizira chiŵerengero cha zidutswamonga momwe zimakhalira nthawi zonse.

Mphamvu Yatsopano ya EAF Ikupitilira Kuwonjezeka: Zaposachedwang'anjo yamagetsi ya arc (EAF)Mapaipi owonjezera opanda zingwe tsopano akupangidwa mokwanira, zomwe zikuwonjezera kupezeka kwamapaipi opanda mpweya wochepakwa mapulojekiti osamalira chilengedwe.

Kuwunikira Zinthu Zonse: Magiredi Ofunika a Kotala lachiwiri la 2026

Kalasi Yopangira Zinthu	Mapulogalamu Ofunika	Nthawi yotsogolera	Njira Yofunira ya Q2
API 5L X52/X60/X65	Mapaipi a mafuta ndi gasi	Masiku 35-45	Yokhazikika, yodzaza kwambiri
API 5L X70(pa mapulojekiti atsopano a mapaipi)	Kutumiza kwamphamvu kwambiri	Masiku 45-55	Zolinga za polojekiti yatsopano, yokhudzana ndi ntchito
ASTM A106 Giredi B/C	Utumiki wotentha kwambiri	Masiku 30-40	Yokhazikika, yokhazikika
ASTM A335 P11/P22/P91	Ma boiler opangira magetsi	Masiku 45-55	Kukhazikika, kukonza nthawi zonse
ASTM A312 TP304/TP316L	Malo owononga	Masiku 40-50	Zoyenera pa ntchito yeniyeni, yapakatikati
ASTM A333 Giredi 6	Utumiki wotentha pang'ono (LNG)	Masiku 40-55	Niche, yapadera
EN 10210 S355J2H	Mafelemu a kapangidwe ka nyumba	Masiku 35-45	Kukula, zomangamanga
EN 10219 S355J2H	Kapangidwe ka makina	Masiku 30-40	Khola, lopezeka paliponse

Malangizo Ogulira Zinthu Mwanzeru a Meyi 2026

Popeza kusintha kwa kayendetsedwe ka zandale ndi msika kukuchitika, tikupangira izi:

Yang'anirani Kukula kwa Malonda pakati pa US ndi ChinaKwa ogula omwe akufuna msika waku US, dziwani za kusintha kwa mitengo ya Gawo 232. Kuchepetsa kulikonse kungachepetse ndalama mwachangu.chitoliro chopanda msokondichitoliro cholumikizidwazinthu zotumizidwa kunja.

Konzekerani Kufunika Kwatsopano kwa Mapaipi: Mapangano a mphamvu pakati pa Russia ndi China akuwonetsa kufunikira kwamtsogolo kwachitoliro cha mzere wapamwamba kwambiri(X65/X70). Ogula omwe akugwira ntchito mu mapulojekiti otumizira magetsi ku Europe ndi Asia ayenera kuyamba kukonzekera zofunikira.

Sinthani Kuwonetsa Ndalama: Popeza pali ndalama zambiri zomwe zikuseweredwa (USD, EUR, RUB), ganizirani kusinthasintha kwa mgwirizano. Pa malonda ndi mayiko aku Russia, mgwirizano wa ruble ungapereke zabwino pambuyo pa mapangano a msonkhano.

Ikani maoda a Q2 PosachedwapaKwachitoliro chopanda msoko,chitoliro cha aloyikapenachubu cha boilerZofunikira pakutumiza zinthu mu June-July, ikani maoda mkati mwa masabata awiri otsatira kuti mupeze malo opangira zinthu.

Konzani Zolemba za CBAM: Pa kutumiza katundu kupita ku Ulaya, onetsetsani kuti zonse zathamapaketi a deta ya carbon footprintzilipo kumayambiriro kwa ndondomeko yogula.

Ganizirani Zosankha Zopanda Mpweya Wokwanira: Pa mapulojekiti osamalira chilengedwe, fufuzanimapaipi opanda mpweya wochepakuchokera ku minda ya EAF - ikupikisana kwambiri komanso ikupezeka paliponse.

Sanonpipe: Mnzanu Wanu Kupyolera mu Zovuta za Geopolitical

Monga malo amodzi oimikapo magalimotochitoliro chachitsuloMonga opereka chithandizo, tadzipereka kukhala ogwirizana odalirika kwambiri m'mafakitale apamwamba padziko lonse lapansi. Mphamvu zathu zikuphatikizapo:

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.

Unyolo Wopereka Mpweya WochepaMgwirizano ndi makampani opanga mpheroKupanga kwa EAF,kuchuluka kwa zinthu zotsalira kwambiri(20-25%), ndimphamvu yobiriwira(30-50%), mothandizidwa ndi malipoti a deta ya kaboni omwe amatsatira malamulo a CBAM.

Ukatswiri Wamalonda Padziko Lonse: Timawunika momwe mfundo zamalonda zikuchitikira komanso momwe ndalama zimayendera kuti tipereke malangizo a panthawi yake kwa makasitomala athu.

Lumikizanani ndi gulu lathu sabata inokuti mukambirane njira yanu yogulira zinthu mu kotala lachiwiri, pemphani mitengo yamakono, kapena kulandira malangizo okhudza kuyendetsa mfundo zamalonda ndi chitukuko cha ndalama.