Phupu 3, 2026 - Tlhahlobo ea Indasteri bakeng sa Bareki ba Lefatše

Ha re kena khoeling ea pele ea kotara ea boraro ea 2026, lefats'e ka bopharaphala ea tšepe e se nang sekoli, phala ea tšepe e qhibilihisitsoenglekarolo e se nang letho ea sebopeho'Maraka o ntse o tsamaea tikolohong e rarahaneng. Likhohlano tse sa feleng tsa lipolotiki tsa naha, maano a khoebo a ntseng a fetoha, le ho feto-fetoha ha chelete li baka liphephetso le menyetla. Bakeng sa bareki, ho utloisisa maemo ana ho bohlokoa bakeng sa moralo o atlehang oa theko karolong ea bobeli ea selemo.

Sebaka sa Lipolotiki tsa Lefatše: Lefatše la Likhohlano tse sa Feleng

Tikoloho ea machaba e ntse e sa tsitsa, ka libaka tse 'maloa tse sebetsang tsa likhohlano le libaka tse fapaneng tsa lipolotiki tse amang litsela tsa khoebo ea lefats'e le limmaraka tsa matla.

Bochabela bo Hare: Khohlo ea Hormuz e Lebeletsoe
Ntoa ea sesole e amang Iran, Iseraele le United States e fokotsehile empa e ntse e sa rarolloe.

Tšireletso ea Leoatle: Seterata sa Hormuz se ntse se le sebakeng se behilweng leihlo. Litefiso tse eketsehileng tsa thepa bakeng sa thepa e eang Koung li fokotsehile empa li ntse li tsoela pele, 'me mehala ea likepe e boloka merero ea ho tsamaisa thepa ka tšohanyetso.

Ho Tsitsisa Theko ea MatlaLitheko tsa oli li tsitsitse$63–$68/sebaka sa ho bokellana ha libarele, ho fokotsa khatello ea litšenyehelo hang-hang hosebōpi sa motlakase sa arctlhahiso ea tšepe. Leha ho le joalo, keketseho efe kapa efe e nchafalitsoeng e ka fetola mokhoa ona kapele.

Phallo ea ho Romelloa ha Lintho ka Seleteng: Linaha tsa Lekhotla la Tšebelisano-'moho la Kou li ntse li tsoela pele ho fumanaPhaephe ea mola oa API 5L, OCTG (Thepa ea Tubular ea Naha ea Oli)lephaephe ea sebopehothomello, leha moralo oa thepa o ntse o hloka tlhokomelo e hlokolosi.

Europe: Likhohlano tse Tsoelang Pele le Tšireletso ea Matla
Khohlano e Europe Bochabela e ntse e tsoela pele ho ama meralo ea motheo ea eneji ea libaka le mekhoa ea khoebo.

Merero ea Liphaephe: Ho sa tsotellehe kgohlano, ho na le thahasello e tswelang pele ya ho fapanyetsana mehlodi le ditsela tsa eneji, e leng se ka susumetsang tlhoko ya nakong e tlang yaphaephe ea mola e bophara bo bohololeAPI 5L X65/Liphaephe tse se nang mohele tsa X70bakeng sa litsamaiso tse ncha kapa tse ntlafalitsoeng tsa phetiso.

Likotlo le Lithibelo tsa Khoebo: Mekhatlo e tswelang pele ya dikotlo e ama phallo yaliphaephe tsa tšepe ea carbon, liphaephe tsa tšepe tse kopantsoengleliphaephe tse se nang sekoli tsa tšepe e sa hloekangho limmaraka tse itseng, tse hlokang liteko tse hlokolosi tsa ho latela melao.

Asia-Pacific: Mathata a Libaka le Khoebo
Mesebetsi e matla ea likepe tsa metsing le likhohlano tsa libaka Leoatleng la South China le Taiwan Strait li eketsa kotsi e 'ngoe litseleng tsa likepe, e leng se ka amang linako tsa lipalangoang le litšenyehelo tsa inshorense bakeng saphala ea tšepe e se nang sekoli, phaephe e tjheseditswenglephaephe ea sebopehothepa e rometsoeng.

Ntlafatso ea 'Maraka oa Chelete: Ho Tsamaea le ho Feto-fetoha ha Maemo

Sekhahla sa phapanyetsano sa USD/CNY se bile le diphetoho tse bonahalang, tse amang tlhodisano ya ditjeo tsa thepa e romelwang kantle ho naha ya diphaephe tsa tshepe tsa China.

Para ea Chelete	Mokhoa oa morao tjena (Ho tloha ka Phuptjane 2026)	Tlhaloso bakeng sa Bareki
USD/CNY	Ho matlafatsa (ho fokolisa yuan)	Litšenyehelo tse tlase tsa USD bakeng sa CNY-denominatedphaephe ea tšepelintho tse rekiloeng
EUR/CNY	Ho fokola (ho fokola ha yuan)	Litšenyehelo tse tlase tsa EUR bakeng sa bareki ba Eurozone
USD e Boima ba Khoebo	Ho nyoloha ha index	Ka kakaretso litšenyehelo tse phahameng bakeng sa bareki bao e seng ba USD

Tlhahlobo ea Rona: Ho theoha ha boleng ba yuan ea Chaena haufinyane khahlanong le lichelete tse kholo ho fana ka monyetla oa litšenyehelo bakeng sa bareki ba machabeng baliphaephe tse se nang mohele, liphaephe tse tjheseletsoenglelikarolo tsa sebopehoLeha ho le jwalo, mebaraka ya tjhelete e ntse e le hlokolosi ka ditaba tsa dipolotiki tsa naha le diphatlalatso tsa leano.

Tebello ea 'Maraka oa Kotara ea 3 2026 le H2

Ha re sheba pele ho karolo e setseng ea 2026, lintlha tse 'maloa li tla bopa' maraka.

Pono ea Litheko bakeng sa Liphaephe tse se nang Seam le tse Welded

Botsitso ba Nako e Haufi: Ho sa tsotelehe keketseho e kgolo ya dipolotiki tsa naha, ditheko tsaliphaephe tsa tšepe tse se nang sekoliho lebelletswe hore di tla dula di le maemong a hodimo kotara ya boraro, di tshehetswa ke ditjeo tse tsitsitseng tsa thepa e tala.

Khatello e ka bang teng ea Q4Haeba litheko tsa eneji li nyoloha ka lebaka la tsitsipano e nchafalitsoeng ea lipolotiki, kapa haeba tlhoko e eketseha haholo, re ka bona khatello e phahameng e itekanetseng hophala ea tšepe ea k'habone, phala ea tšepe ea motsoakolephala ea tšepe e sa hloekanglitheko kotareng ea bone.

Litšenyehelo tsa Thepa: Sekhahla sa thepa lefatšeng ka bophara se lebelletsoe ho lula se tsitsitse empa se phahame ha se bapisoa le maemo a pele ho seoa, ka litefiso tse eketsehileng tse ka bang teng tse ikhethileng bakeng sa litsela.

Tebello ea Tlhokeho ka Lekala

Lekala	Pono ea H2 2026	Lihlahisoa tsa Bohlokoa tse Batloang
Oli le Khase	E tsitsitseng, kgolo libakeng tse itseng	API 5L X52/X60/X65phaephe ea mohala,OCTG, sekoahelo, phaephe
Tlhahiso ea Matla	E tsitsitseng, e tsamaisoang ke tlhokomelo lefatšeng ka bophara	ASTM A213 T11/T22liphaephe tsa boiler,ASTM A335 P11/P22/P91liphaephe tsa motsoako,liphaephe tsa phapanyetsano ea mocheso
Meralo ea motheo	E tšehetsoa ke tšusumetso moruong o mong	EN 10210 S355J2H, EN 10219 S355J2Hlikarolo tse se nang letho,phaephe ea ho bokella, phaephe ea sebopeho
Matla a Nchafatsoang	Tlhoko e hlahellang ea lits'ebetso tse ikhethileng	ASTM A312 TP304/TP316Lliphaephe tse se nang mohele tse sa ruseng,lipeipi tse se nang sekoli tse nepahetseng, liphaephe tsa mechini
Liindasteri le Lik'hemik'hale	E tsitsitseng, e ipapisitse le projeke	ASTM A106 Kereiti B/Cliphaephe tsa khabone,ASTM A333 Kereiti ea 6liphaephe tse mocheso o tlase,liphaephe tse sa hloekang tse peli

Litaba tsa morao tjena tsa Indasteri: Bokgoni, Leano la Khoebo, le Ntlafatso

Lintlafatso tse 'maloa kotara ea bobeli le kotara ea boraro ea pele li bopa boemo ba tlholisano:

Bokhoni bo Bocha ba EAF: E eketsehilengsebōpi sa motlakase sa arc (EAF)Bokgoni ba liphaephe tse se nang moedi bo se bo laetsoe Chaena, e leng se eketsang ho fumaneha haliphaephe tse se nang mohele tse nang le khabone e tlase in tšepe ea k'habone, tšepe ea motsoakolets'epe e sa beng le mabaliSena se tsamaisana le tlhoko e ntseng e hola ea lefats'e bakeng sa lihlahisoa tsa tšepe tse tšoarellang haholoanyane.

Tswelopele ya ho Kenngwa Tshebetsong ha CBAM: Mokhoa oa ho Lokisa Moeli oa Khabone oa European Union (CBAM) o ntse o tsoela pele ho kenngoa tšebetsong ka mekhahlelo, ka ho hatisa litokomane tse eketsehileng bakeng sakarolo ea khabonedata. Barekisi ba thepa kantle ho naha ba tlameha ho itokisetsa ho fana kalitifikeiti tsa matla a talalenetefatso ea karolelano ea litšilabakeng sa bohlephaephe ea tšepelihlahisoa.

Mehato ea ho Khahlanong le ho Lahla LithōleLitlhahlobo tsa mesebetsi ea ho thibela ho lahla thepa ho tse lingphaephe e se nang mohelemekhahlelo (ASTM A106, API 5L) mebarakeng e fapaneng e ntse e tswela pele, e leng se ka amang phallo ya kgwebo.

Ntlafatso ea Maemo a ENLitlhahlobo hoEN 10210(e phethiloeng ka ho chesa) leEN 10219Maemo a (a thehiloeng ka serame) a phatlalalitsoe, ka liphetoho tse nyane tsa tekheniki. Bareki ba lokela ho netefatsa hore litlhaloso li supa mefuta ea morao-rao.

Ntlafatso e Ncha ea Alloy: Sehlopha se secha sa high-strength low-alloy (HSLA) se hlahisitsoe bakeng saliphaephe tsa mechini tse se nang sekoli, e fanang ka ts'ebetso e ntlafetseng bakeng sa lits'ebetso tsa silindara ea hydraulic le likoloi.

Leseli le Felletseng la Boitsebiso: Likereiti tsa Bohlokoa bakeng sa H2 2026

Sehlopha sa Boitsebiso	Litšebeliso tsa Bohlokoa	Nako e Tloaelehileng ea ho Etella Pele	Mokhoa oa Tlhokahalo ea H2
API 5L X52/X60/X65	Liphaephe tsa phetisetso ea oli le khase	Matsatsi a 35-45	E tšoarella, bophahamo bo phahameng
API 5L X70	Liphaephe tse nang le khatello e phahameng, tse tsamaeang sebaka se selelele	Matsatsi a 45-55	Ho hola, ho ipapisitse le projeke
ASTM A106 Kereiti B/C	Tšebeletso ea mocheso o phahameng (li-boiler, libaka tsa ho hloekisa, lifeme tsa motlakase)	Matsatsi a 30-40	E tsitsitseng, e thehiloeng ka bophara
ASTM A335 P11/P22/P91	Phehlo ea motlakase, li-superheater, li-reheater	Matsatsi a 45-60	Mekhahlelo e tsitsitseng, ea tlhokomelo
ASTM A213 T11/T22/T91	Liphaephe tsa boiler, li-exchange tsa mocheso	Matsatsi a 45-60	Lekala la motlakase le tsitsitseng
ASTM A312 TP304/TP304L	Libaka tse senyang, ts'ebetso ea lijo	Matsatsi a 40-50	E itekanetseng, e ikgethileng ho projeke
ASTM A312 TP316/TP316L	Lisebelisoa tsa likepe, lik'hemik'hale, le mafome a mangata	Matsatsi a 40-50	Ho hola, ho ikgetha
ASTM A333 Kereiti ea 6	Tšebeletso ea mocheso o tlase (LNG, cryogenic)	Matsatsi a 40-55	Niche, merero e ikhethileng
EN 10210 S355J2H(e phethiloe ka ho chesa)	Meralo ea meaho, kaho ea meaho	Matsatsi a 35-45	Ho hola, ho tsamaisoa ke meralo ea motheo
EN 10219 S355J2H(e entsoeng ka serame)	Meaho ea mechini, litšehetso, le scaffolding	Matsatsi a 30-40	E tsitsitse, e fumaneha hohle
ASTM A790 (Duplex/Super Duplex)	Libaka tse lebōpong la leoatle, lik'hemik'hale, le tse nang le mafome a mangata	Matsatsi a 55-70	Niche, e hola phetohong ea matla
Liphaephe tse se nang seamless tse nepahetseng	Lisilindara tsa haeteroliki, likarolo tsa likoloi, mechini	Matsatsi a 35-50	E itekanetseng, e hokahaneng le tlhahiso

Litlhahiso tsa Maano a Theko bakeng sa H2 2026

Ka lebaka la ponahalo ea hona joale, re khothaletsa liketso tse latelang bakeng sa bareki:

Lekola Likotsi tsa Geopolotiki: Lula u tseba ka tsoelo-pele e amang litsela tsa bohlokoa tsa ho romela thepa le litheko tsa matla ho lebella litšenyehelo tse ka bang teng le litlamorao tsa nako ea ho etella pele.

Litheko lia koaloa moo ho khonehang: Ka lebaka la pono e sa tsitsang ea lipolotiki tsa jeokrafi, nahana ka ho lokisa litheko bakeng sa theko efe kapa efe e kholo kapa e telele.phaephe e se nang mohele, phaephe ea motsoakolephaephe e sa hloekanglitlhoko tsa ho sireletsa khahlanong le keketseho e ka bang teng ea kotara ea bone.

Ntlha ea ho Tsamaea ha Chelete: Bofokoli ba morao tjena ba yuan bo fana ka monyetla oa ho reka. Bareki ba ka nahana ka fensetere ena bakeng sa likonteraka tse thehiloeng ho USD/EUR.

Totobatsa Litokomane le ho Latela Melao: Netefatsa horemorekisi oa liphaephe tsa tšepee ka fana ka liphutheloana tse felletseng tsa setifikeiti, ho kenyeletsoaLitifikeiti tsa Teko ea Mill (MTC), Lisetifikeiti tsa Tšimoloho, le, bakeng sa merero ea Europe, e latela melao ea CBAMLintlha tsa carbon footprint.

Rera Linako tsa Ketello-pele: Kaha ho ka ba le khohlano ea thepa, boloka nako ea ho boloka nako kemisong ea hau ea ho tlisa thepa bakeng sabophara bo boholo, tšepe ea motsoakoleliphaephe tse se nang sekoli tsa tšepe e sa hloekang.

Netefatsa LitlhalosoNetefatsa kereiti e nepahetseng, e tloaelehileng (mohlala,ASTM, API, EN), le ditlhoko tsa setifikeiti (mohlala,EN 10204 Mofuta oa 3.1/3.2) le sehlopha sa hau sa boenjiniere pele o beha odara.

Sanonpipe: Molekane oa Hao 'Marakeng o Rarahaneng

E le sebaka se le seng feelaphaephe ea tšepeKa mofani oa litšebeletso, re ikemiselitse ho ba molekane ea tšepahalang ka ho fetisisa lefapheng la indasteri la maemo a holimo lefatšeng ka bophara. Bokhoni ba rona bo kenyelletsa:

Thepa e Tebileng: Hoo e ka bangLithane tse 200,000 tsa liphaephe tsa tšepe tse se nang mohele(tšepe ea khabone le tšepe ea alloy), hammoho leLithane tse 10,000 tsa liphaephe tse tjheselitsoeng, lipeipi tse sekwere, liphaephe tse khutlonnetsepaleliphaephe tsa tšepe e sa hloekang, e akaretsang mefuta e mengata ea maemo a machaba.

Botsebi ba LefatšeSehlopha sa rona se beha leihlo lipolotiki tsa jeokrafi, chelete le leano la khoebo ho fana ka tataiso e nakong.

Tšehetso ea Litokomane: Re fana ka liphutheloana tse felletseng tsa setifikeiti, ho kenyeletsoaLisetifikeiti tsa MTC, Lisetifikeiti tsa Tšimoloho, le ho latela melao ea CBAMlitlaleho tsa carbon footprint.

Ikopanye le sehlopha sa ronaho buisana ka leano la hau la theko la H2 2026 le ho shebana le mathata a hona joale a mmaraka.

Mantsoe a bohlokoa:phala ea tšepe e se nang moedi, phala ea tšepe e bōpehileng joaloka welded, likarolo tse se nang moedi tsa sebopeho, HSS, tube e sekoere, tube e khutlonnetsepa, EN 10210, EN 10219, S355J2H, API 5L, ASTM A106, ASTM A335, ASTM A213, ASTM A312, ASTM A333, ASTM A790, phala ea tšepe ea carbon, phala ea tšepe ea alloy, phala e se nang moedi ea tšepe e se nang moedi, phala e se nang moedi ea duplex, OCTG, phala ea mohala, tube ea boiler, tube ea phapanyetsano ea mocheso, tube e se nang moedi e nepahetseng, tube ea mechini, CBAM, carbon footprint, tšepe e tala, EAF, karolelano ea likhechana, matla a tala, khatello ea geopolitical, Strait of Hormuz, phapanyetsano ea chelete, USD/CNY, Q3 2026, Q4 2026, theko ea phala ea tšepe, leano la theko, morekisi oa phala ea tšepe, setifikeiti sa MTC, EN 10204, NACE, tšebeletso e bolila.