Meyi 8, 2026 - Kusanthula kwa Makampani kwa Ogula Padziko Lonse

Pamene tikulowa mlungu woyamba wa Meyi 2026, dziko lonse lapansichitoliro chachitsulo chopanda msoko,chitoliro chachitsulo choswedwandigawo lopanda kanthuMsika wasintha bwino pambuyo pa nthawi yopuma ya tchuthi cha Meyi. Ntchito m'mafakitale aku Asia zayambiranso, ndipo mphamvu ya kotala lachiwiri ikukulirakulira. Pakadali pano, kusamvana kwa Middle East kwalowa mu gawo lovuta kwambiri, ndipo maziko amsika akukhazikikabe m'magulu ambiri azinthu. Lipotili likupereka zosintha mwachidule za kukonzekera kugula zinthu mwanzeru.

Zosintha Zandale: Kusokonezeka kwa Strait of Hormuz - Koletsedwa Kukupitirirabe

Mkangano wankhondo wokhudza Iran, Israel, ndi United States ukupitilirabe kukhudza kayendetsedwe ka malonda, ngakhale kuti zinthu zakhazikika mpaka kufika povuta kuzimvetsa.

Ntchito Zapamadzi: Sitima yapamadzi ya Strait of Hormuz ikadali pansi pa malamulo olimbikitsa operekeza asilikali apamadzi. Palibe kukwera kwakukulu komwe kwachitika m'masabata aposachedwa. Magulu akuluakulu otumiza katundu akhala akupitilizabendalama zowonjezera zonyamula katundu800–800–2,000 pa chidebe chilichonsekwa katundu wopita ku Gulf, komanso kuchedwa kwa mayendedwe tsopano kwapakatiMasiku 5-10poyerekeza ndi ndondomeko za nkhondo isanayambe.

Kutuluka kwa Zinthu Kumayiko Ena M'madera EnaMayiko a Gulf Cooperation Council - omwe onse pamodzi amawerengerazopitilira 26% za katundu wotumizidwa kunja kwa mapaipi osasokonekera ku China- pitirizani kulandirachitoliro chachitsulo chopanda msoko,chitoliro cha mzerendiOCTGKukonzekera kwa zinthu tsopano kumaphatikizapo nthawi yosungira katundu.

Mphamvu ya Mtengo wa MphamvuMitengo ya mafuta yakhazikika mu72–72–78/mphika wozungulira, kuchepetsa kupsinjika kwa mtengong'anjo yamagetsi ya arckupanga zitsulo, kuthandizira mitengo yokhazikika yamapaipi achitsulo cha kabonindimapaipi achitsulo cha alloy.

Kuyambiranso kwa Tchuthi Pambuyo pa Meyi: Ntchito Zakhazikika

Tsiku lopuma la tchuthi cha May Day (Meyi 1-5) latha, ndipo msika tsopano ukugwira ntchito mokwanira.

Kupanga Kuyambiranso: Makampani opanga mphero ku Asia abwerera kuntchito zawo zachizolowezi, ndiKugwiritsa ntchito mphamvu 75-80%chifukwa chachitoliro chopanda msokondichitoliro cholumikizidwamizere yopangira. Kuchuluka kwa maoda obwerera pambuyo pa tchuthi kukukonzedwa bwino.

Kuyenda kwa Zinthu: Ntchito za padoko zayamba kuyenda bwino, ndipo malo osungira zombo zotumizira katundu kuchokera mu Meyi mpaka Juni akusungidwa. Palibe kuchulukana kwakukulu komwe kwanenedwa m'malo akuluakulu otumizira katundu kunja.

Zatsegulidwa Zogula ZinthuKwa ogula omwe akufunamapaipi opanda msoko,mapaipi achitsulo cha alloykapenamagawo a kapangidwe ka nyumbaPakupereka pulojekiti ya June-July, nthawi yopuma pambuyo pa tchuthi ikugwira ntchito tsopano.

Zosintha Zamsika za Kotala Lachiwiri la 2026: Zoyambira Zokhazikika Zikupitilira

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

Kupanga ndi Kupereka

Makampani opanga mphero ku Asia konse akugwira 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 alloy (P11/P22/P91) ndimapaipi osasoka okhala ndi mainchesi akuluakulu.

Mtengo wa zinthu zopangira -ma billets achitsulo cha kaboni,Ma coil a HR,ma ferroloyindichitsulo chotsalira- akhalabe ndi malire mpaka Epulo ndi kumayambiriro kwa Meyi, zomwe zikupereka mwayi wodziwiratu mitengo.

Zoyambitsa Kufunikira kwa Anthu Kutengera Gawo Logwiritsidwa Ntchito

Gawo	Mulingo wa Ntchito Yapano	Zogulitsa Zofunika Kwambiri
Mafuta ndi Gasi(Kumtunda)	Yokhazikika, yodzaza kwambiri	Chitoliro cha mzere wa API 5L X52/X60/X65,OCTG,chivundikiro,chubu
Mafuta ndi Gasi(Pakati pa mtsinje)	Mapulojekiti okhazikika, a mapaipi	Mapaipi osapindika okhala ndi mainchesi akuluakulu,chitoliro cholumikizidwa
Kupanga Mphamvu	Yokhazikika, yoyendetsedwa ndi kukonza	ASTM A213 T11/T22,ASTM A335 P11/P22/P91machubu a boiler,machubu osinthira kutentha
Zomangamanga	Kukula, makamaka ku South Asia ndi Middle East	EN 10210 S355J2H,EN 10219magawo,machubu ozungulira,magawo ozungulira opanda kanthu (RHS),chitoliro chokulungira
Kupanga Mafakitale	Wofatsa, wokhazikika	Machubu osasinthika mwatsatanetsatane,mapaipi amakina,machubu a silinda ya hydraulic
Kukonza Mankhwala	Niche, yokhudzana ndi polojekiti	ASTM A312 TP304/TP316Lmapaipi osapanga dzimbiri opanda msoko,mapaipi osapanga dzimbiri awiri

Chiyembekezo cha Mitengo cha Kotala lachiwiri la 2026

Mitengo Yopanda Msoko ya Chitoliro: Zikuyembekezeka kukhalabe zokhazikika mpaka mu Meyi ndi Juni, ndi kusintha pang'ono komwe kungachitike kumapeto kwa kotala lachiwiri ngati mitengo yamagetsi ikwera kapena kufunikira kwa magetsi kukuchulukirachulukira.

Mitengo ya Chitoliro ChosemedwaKukhazikika komwe kukuyembekezeka, kutsatiridwa pafupiKoyilo ya HRkusintha kwa mitengo.

Ndalama Zapamwamba Zogulitsa Zapadziko Lonse: Katundu wopita ku Middle East akupitilizabe kunyamula katunduMtengo wapamwamba wa 5-10%poyerekeza ndi malo ena opitako.

Nkhani Zaposachedwa Zamakampani: Luso, Ndondomeko Yamalonda, ndi Ukadaulo

Zochitika zingapo kumapeto kwa Epulo ndi kumayambiriro kwa Meyi zikusintha momwe mpikisano ukuyendera:

Mphamvu Yatsopano ya EAF Yakulitsa Kupereka kwa Mpweya Wochepa: Awiri atsopanong'anjo yamagetsi ya arc (EAF)Mapaipi opanda mipata ayamba kupanga ku China, zomwe zawonjezera matani pafupifupi 500,000 a mpweya wochepa womwe umagwiritsidwa ntchito pachaka. Izi zikuwonjezera kupezeka kwamapaipi opanda mpweya wochepandi ziwerengero zapamwamba zolembedwa (20-25%) ndi kugwiritsa ntchito mphamvu zobiriwira (30-50%) - izi ndizofunikira kwambiri kwa ogula aku Europe omwe akukumana ndi zofunikira za CBAM.

Zofunikira pa Zolemba za CBAM Zikugwira Ntchito: Kutsimikizika kowonjezereka kwa European Commission kwadeta ya carbon footprintkuti zitsulo zilowe m'dziko muno tsopano zikugwira ntchito. Otumiza kunja ayenera kuwonetsetsa kuti malipoti okhudza mpweya woipa womwe umachokera m'gulu lililonse ndi olondola, otsimikizika, komanso otsagana ndisatifiketi ya mphamvu yobiriwirandizolemba za chiŵerengero cha zidutswa.

Chitoliro cha Zomangamanga ku Middle East: Mapulojekiti atsopano otumizira madzi ndi zomangamanga alengezedwa ku Saudi Arabia, UAE, ndi Qatar, zomwe zapangitsa kuti pakhale kufunikira kwamapaipi olumikizidwa a mainchesi akuluakulu,magawo opanda kanthu omangidwandichitoliro chokulungirapa kutumiza kwa H2 2026.

Kuwunikanso kwa Gawo 232 la US Kukupitilira: Kuwunikanso kwa boma la US pa mitengo ya Gawo 232 pa zinthu zogulidwa ndi chitsulo kuchokera kunja kukupitirira, ndipo kusintha komwe kungachitike kukuyembekezeka mu kotala lachitatu la 2026. Ogula ayenera kuyang'anira zomwe zikuchitika.

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:

Kalasi Yopangira Zinthu	Mapulogalamu Ofunika	Nthawi Yodziwika Yotsogolera	Njira Yofunira ya Q2
API 5L X52/X60/X65	Mapaipi otumizira mafuta ndi gasi	Masiku 35-45	Yokhazikika, yodzaza kwambiri
ASTM A106 Giredi B/C	Utumiki wotentha kwambiri (ma boiler, mafakitale oyeretsera, malo opangira magetsi)	Masiku 30-40	Yokhazikika, yokhazikika
ASTM A335 P11/P22/P91	Kupanga magetsi, ma superheater, ma reheater	Masiku 45-55	Kukhazikika, kukonza nthawi zonse
ASTM A312 TP304/TP316L	Malo owononga, kukonza mankhwala, mafakitale azakudya	Masiku 40-50	Zoyenera pa ntchito yeniyeni, yapakatikati
ASTM A333 Giredi 6	Utumiki wotentha pang'ono (LNG, cryogenic)	Masiku 40-55	Niche, mapulojekiti apadera
EN 10210 S355J2H(yomalizidwa bwino)	Mafelemu a nyumba, zomangamanga	Masiku 35-45	Kukula, koyendetsedwa ndi zomangamanga
EN 10219 S355J2H(yopangidwa ndi ozizira)	Kapangidwe ka makina, zothandizira, ndi ma scaffolding	Masiku 30-40	Khola, lopezeka paliponse
Machubu osasinthika mwatsatanetsatane	Masilinda a hydraulic, zida zamagalimoto, makina	Masiku 35-50	Wocheperako, wogwirizana ndi kupanga

Malangizo Ogulira Zinthu Mwanzeru a Meyi 2026

Popeza Q2 ikupitirira ndipo ntchito za pambuyo pa tchuthi zakhazikika, tikupangira izi:

Ikani Maoda a Q2 TsopanoKwachitoliro chopanda msoko,chitoliro cha aloyi,chubu cha boilerkapenachitoliro chachikuluzofunikira pakutumiza zinthu mu June kapena July, ikani maoda tsopano kuti mupeze malo osungiramo zinthu ndikupewa nthawi yowonjezera yomwe ingatheke mtsogolo mu kotala lachiwiri.

Ndondomeko ya Zolemba za CBAM: Kwa zotumiza zopita ku Ulayamapaipi achitsulo cha kaboni,mapaipi achitsulo cha alloykapenamapaipi osapanga dzimbiri opanda msoko, pemphani ma phukusi athunthu a deta ya carbon footprint - kuphatikizaposatifiketi ya mphamvu yobiriwira,kutsimikizira chiŵerengero cha zidutswandimalipoti okhudza mpweya woipa womwe umabwera chifukwa cha gulu lililonse- nthawi yayitali isanafike nthawi yotumizira.

Malo Otetezeka Oyendera Malo Ozungulira GulfKwachitoliro cha mzerendiOCTGkutumiza katundu ku Middle East, pitirizaniMasabata 1-2 a nthawi yosungiramukukonzekera kwanu kayendedwe ka zinthu chifukwa cha kusintha kwa njira zomwe zikuchitika.

Yang'anirani Ndondomeko Yamalonda ku USKwa ogula omwe ali ndi chidziwitso pamsika waku US, dziwani bwino za ndemanga ya Section 232 tariff, chifukwa kusintha komwe kungachitike kungakhudzechitoliro chachitsulomitengo ndi kayendetsedwe ka malonda mu H2 2026.

Ganizirani Zosankha Zopanda Mpweya Wokwanira: Pa mapulojekiti aku Europe komanso osamalira zachilengedwe, fufuzanimapaipi opanda mpweya wochepakuchokera ku minda ya EAF yokhala ndi deta yolembedwa ya mphamvu yobiriwira ndi chiŵerengero cha zinthu zotsalira. Zosankhazi zikupezeka kwambiri pamitengo yopikisana.

Sanonpipe: Mnzanu Wodalirika Pamsika Wonse

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

Zambiri Zozama, Zosiyanasiyana: PafupifupiMatani 200,000 a mapaipi achitsulo opanda msoko(chitsulo cha kaboni ndi zitsulo za alloy), kuphatikizaMatani 10,000 a mapaipi olumikizidwa,machubu ozungulira,machubu amakona anayindimapaipi achitsulo chosapanga dzimbirizilipo, zokonzeka kutumizidwa mwachangu.

Unyolo Wopereka Mpweya WochepaMgwirizano ndi makampani opanga mpheroKupanga kwa EAF,kuchuluka kwa zinthu zotsalira kwambiri(20-25%), ndimphamvu yobiriwira(30-50%), yothandizidwa ndi malipoti a deta ya kaboni yogwirizana ndi CBAM komanso kutsimikizira kwa chipani chachitatu.

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

Kufikira Padziko LonseGulu lathu lodziwa bwino ntchito yotumiza katundu kunja limayang'anira zinthu zoyendera, zikalata (kuphatikizapoZikalata za MTC,zikalata zoyambira), ndi chilolezo cha msonkho cha kutumiza katundu padziko lonse lapansi.

Lumikizanani ndi gulu lathu sabata inokuti mukambirane njira yanu yogulira ya kotala lachiwiri la 2026, pemphani mitengo yamakono, kapena kulandira malangizo enieni okhudza zolemba za CBAM kapena njira zosinthira mapaipi achitsulo chotsika mpweya.