Ngomhla wama-28 ku-Epreli, ngo-2026 – Inkcazo emfutshane yeMarike eCwangcisiweyo kuBathengi beHlabathi

Njengoko singena kwiveki yokugqibela ka-Epreli 2026, ipayiphu yentsimbi engenamthungo yehlabathi, ipayiphu yentsimbi edibeneyo, kunye nemakethi yecandelo elingenanto igxile ekubekweni kweodolo yangaphambi kweeholide kunye nokusebenza kwekota yesibini. Njengoko iholide ye-May Day (Meyi 1-5) isondela, abathengi banesithuba esincinci sokufumana izithuba zemveliso ngaphambi kokuba kumiswe ukusebenza konyaka. Okwangoku, uxinzelelo lwe-Middle East luye lwahlala kwindlela yokuphazamiseka okulawulwayo, kwaye iziseko zemarike ezisisiseko zihlala zizinzile kwiindidi ezininzi zeemveliso.

Uhlaziyo lwezelizwe: I-Strait of Hormuz - Izinzile Kodwa Ayisombululwanga

Ingxabano yomkhosi ebandakanya i-Iran, i-Israel, kunye ne-United States iyaqhubeka nokuba nefuthe kwi-logistics yorhwebo, nangona imeko ifikelele kwinqanaba loxinzelelo olulawulwayo ngemigaqo yokuthunyelwa kwempahla esekiweyo.

Imisebenzi Yolwandle: I-Strait of Hormuz isagcinwe phantsi kolwalathiso oluphuculweyo lomkhosi waselwandle, kwaye akukho kunyuka okukhulu kwezi veki zidlulileyo. Imizila yokuthutha igcine intlawulo eyongezelelweyo yempahla.

1,000–I-1,000–2,500 ngesikhongozeli ngasinye semithwalo eya eGulf, kwaye ukulibaziseka kwezothutho kuphakathi kweentsuku ezisi-7-12 xa kuthelekiswa nexesha langaphambi kwemfazwe.

Ukuhamba Kokungenisa Izinto Kwimimandla: Amazwe eBhunga leNtsebenziswano laseGulf – aquka ngaphezulu kwe-26% yempahla ethunyelwa ngaphandle eTshayina ngaphandle kwepayipi engenamthungo – aqhubeka nokufumana imibhobho yentsimbi engenamthungo, imibhobho yomgca, kunye nokuthunyelwa kwe-OCTG, nangona ucwangciso lothutho lufuna ixesha elilinganayo lokuthintela.

Impembelelo yeXabiso laMandla: Amaxabiso eoyile azinzile kwi

75–Uluhlu lwe-75–82/barrel, kunciphisa uxinzelelo lweendleko ezikhawulezileyo kwimveliso yentsimbi ye-arc yombane ngelixa kugcinwa umgangatho oxhasayo wamaxabiso emibhobho yentsimbi yekhabhoni.

Impembelelo yeHolide yoSuku lukaMeyi: Ifestile yokugqibela yoku-odola ngaphambi kweholide

Iholide ezayo yeMay Day (ngomhla woku-1 ukuya kowe-5 kuMeyi) iza nekhefu elifutshane kodwa elibalulekileyo kwimveliso kunye nothutho kulo lonke elaseTshayina. Le ndlela yonyaka ineziphumo ezicacileyo:

Iishedyuli zeMveliso: I-Mills iza kuyimisa imisebenzi yeholide yesizwe yeentsuku ezi-5. Iiodolo ezifakwe emva komhla wama-28 ukuya kowama-29 ku-Epreli ziya kusetyenzwa ngokubanzi kumjikelo wemveliso emva kweeholide (ukususela ngomhla wesi-6 ukuya kowesi-7 kuMeyi).

Ixesha loThutho: Ukusebenza kwezibuko kuza kucotha ngexesha leveki yeeholide. Indawo yeenqanawa zokuthumela izinto ezisuka ekupheleni kuka-Epreli ngoku iyagqitywa.

Ithuba Lokufumana Izinto: Kubathengi abafuna iipayipi ezingenamthungo, iipayipi zentsimbi exutyiweyo, okanye iindawo zokwakha ukuze kuhanjiswe iiprojekthi ekupheleni kukaMeyi okanye ekuqaleni kukaJuni, le veki imele ithuba lokugqibela lokufumana iindawo zokuvelisa ngaphambi kweeholide.

Uhlaziyo lweMarike yekota yesibini ka-2026: Izinto ezisisiseko ezizinzileyo kuzo zonke iindidi zemveliso

Ikota yesibini iyaqhubeka nokubonisa imeko yemarike elungeleleneyo kunye nemfuno ezinzileyo kumacandelo abalulekileyo.

Imveliso kunye nokuNikezela

Iifektri kulo lonke elaseAsia zisebenza ngomthamo ongama-75-80%, kwaye imveliso yazo izinzile yimibhobho yentsimbi yekhabhoni, imibhobho yentsimbi ye-alloy, kunye nemibhobho yentsimbi engagqwali engenamthungo.

Amaxesha okukhokela ahlala engaguquguquki: iintsuku ezingama-30-40 ze-ASTM A106 Grade B kunye ne-API 5L B, iintsuku ezingama-45-55 ze-ASTM A335 alloy series (P11/P22/P91) kunye neepayipi ezinkulu ezingenamthungo.

Iindleko zezinto ezisetyenzisiweyo – ii-carbon steel billets, ii-HR coils, ii-ferroalloys, kunye nee-scrap steel – zihlale zihambelana nomgama kulo lonke u-Epreli, nto leyo enika ukuqikelelwa kwamaxabiso.

Izinto Ezibangela Imfuno NgokweCandelo Lokusetyenziswa Kokugqibela

Inqanaba lomsebenzi wangoku weCandelo Iimveliso eziphambili ezifunwayo

Ioyile kunye neGesi (Ephezulu) Umbhobho womgca we-API 5L X52/X60/X65 ozinzileyo, obanzi kakhulu, i-OCTG, ikheyiji, ityhubhu

Ioyile neGesi (ephakathi) Iiprojekthi zemibhobho ezizinzileyo Imibhobho emikhulu engenamthungo, umbhobho womgca odibeneyo

Ukuveliswa koMbane I-ASTM A213 T11/T22, i-ASTM A335 P11/P22/P91 iityhubhu zebhoyila, iityhubhu zokutshintsha ubushushu ezizinzileyo neziqhutywa kulondolozo

Ukukhula kweziseko zophuhliso, ingakumbi i-SE Asia kunye ne-Middle East EN 10210 S355J2H, EN 10219 amacandelo, iityhubhu zesikwere, amacandelo angenanto angxande (RHS), umbhobho wokufaka iipilingi

Ukwenziwa kweMizi-mveliso Iityhubhu ezisemgangathweni nezizinzileyo, ezichanekileyo ezingenamthungo, iityhubhu zoomatshini, iityhubhu zesilinda ye-hydraulic

I-Niche yokucubungula iikhemikhali, iipayipi ezingenamthungo ze-ASTM A312 TP304/TP316L ezijoliswe kwiprojekthi ethile, iipayipi ezingenamthungo ezimbini

Imbonakalo yamaxabiso ekupheleni kwekota yesibini ka-2026

Amaxabiso eepayipi ezingenamthungo: Kulindeleke ukuba ahlale ezinzile kude kube nguMeyi, kunye notshintsho oluncinci olunokubakho ngoJuni ukuba iindleko zamandla ziyanyuka okanye imfuno iyanda.

Amaxabiso eepayipi eziwelding: Uzinzo lulindelekile, lulandela ngokusondeleyo iintshukumo zexabiso le-HR coil.

Iprimiyamu yeLogistics yeGeopolitical: Iimpahla ezithunyelwayo eziya kuMbindi Mpuma ziyaqhubeka zineprimiyamu yeendleko ze-8-12% xa kuthelekiswa nezinye iindawo.

Iindaba zakutshanje zoshishino: Ubuchule, uMgaqo-nkqubo woRhwebo, kunye neTekhnoloji

Uphuhliso oluninzi ekupheleni kuka-Epreli lubumba imeko yokhuphiswano lwababoneleli kunye nabathengi beepayipi zentsimbi:

Amandla Amatsha e-EAF Andisa Ubonelelo OluneKhabhoni Ephantsi: Umvelisi wesithathu wentsimbi waseTshayina uqalise umbhobho omtsha ongenamthungo we-electric arc furnace (EAF), wongeza iitoni ezingama-200,000 zomthamo wekhabhoni ephantsi wonyaka. Oku kwandisa ukufumaneka kwemibhobho engenamthungo enekhabhoni ephantsi enemilinganiselo ephezulu yenkunkuma (20-25%) kunye nokusetyenziswa kwamandla aluhlaza (30-50%) - oku kubaluleke kakhulu kubathengi baseYurophu abajongene neemfuno ze-CBAM.

Uvavanyo lweeMpawu zeCBAM Luyanda: IKhomishini yaseYurophu ibhengeze ukuqinisekiswa okuphuculweyo kwedatha ye-carbon footprint yokungeniswa kwentsimbi, ukususela nge-1 kaMeyi. Abangenisi kufuneka baqinisekise ukuba iingxelo zokukhutshwa kwegesi ethile zichanekile, ziyaqinisekiswa, kwaye zihamba neesatifikethi zamandla aluhlaza kunye namaxwebhu omlinganiselo wenkunkuma.

Ukwandiswa kweMibhobho yeZakhiwo zoPhuhliso lwaseMbindi Mpuma: Iiprojekthi ezintsha zokuhambisa amanzi kunye nokwakha zibhengezwe eSaudi Arabia, e-UAE, naseQatar, nto leyo edala imfuno engaphambili yemibhobho edityanisiweyo enobubanzi obukhulu, iindawo ezingenanto ezakhiweyo, kunye nemibhobho yokufaka inqwaba yokuhanjiswa kwe-H2 2026 kunye ne-Q1 2027.

Uphononongo lweMigaqo-nkqubo yoRhwebo yase-US: Urhulumente wase-US uqhuba uphononongo lweerhafu zeCandelo 232 kwiimveliso zentsimbi ezingeniswa kwamanye amazwe, kwaye kulindeleke ukuba kubekho uhlengahlengiso olunokwenzeka kwikota yesithathu ka-2026. Abathengi kufuneka bajonge uphuhliso ukuze babone impembelelo ekuhambeni korhwebo lwemibhobho yentsimbi.

Ukujonga Izinto Ngokupheleleyo: Amanqaku Aphambili kwi-Q2 2026

Abathengi abaceba iimfuno zekota yesi-2 kunye neyekota yesi-3 yokuqala kufuneka babeke phambili ezi nkcukacha zifunwa kakhulu:

Izicelo zeSikhokelo seBanga lezinto ezibalulekileyo Ixesha eliqhelekileyo leNkokeli yeQ2 Umkhwa weMfuno

I-API 5L X52/X60/X65Imibhobho yokuhambisa ioyile negesi iintsuku ezingama-35-45 Ihlala ixesha elide, inomthamo omkhulu

I-ASTM A106 Ibanga B/C Inkonzo yobushushu obuphezulu (iibhoyila, iifektri zokucoca, izityalo zamandla) Iintsuku ezingama-30-40 Izinzile, isekelwe ngokubanzi

I-ASTM A335 P11/P22/I-P91Ukuveliswa kombane, ii-superheater, ii-reheater iintsuku ezingama-45-55 Imijikelo yokulungisa ezinzileyo

I-ASTM A312 TP304/TP316L Iindawo ezidlakadlaka, ukucubungula iikhemikhali, ishishini lokutya iintsuku ezingama-40-50 Eziphakathi, eziphathelele iprojekthi

Inkonzo yobushushu obuphantsi ye-ASTM A333 yeBanga lesi-6 (i-LNG, i-cryogenic) I-Niche, iiprojekthi ezikhethekileyo zeentsuku ezingama-40-55

I-EN 10210 S355J2H(igqityiwe shushu) Izakhelo zesakhiwo, ukwakhiwa kwezakhiwo iintsuku ezingama-35-45 Ukukhula, kuqhutywa ziziseko zophuhliso

I-EN 10219 S355J2H(eyakhiwe ngokubandayo) Izakhiwo zoomatshini, izixhaso, i-scaffolding iintsuku ezingama-30-40 Izinzile, ifumaneka ngokubanzi

Iityhubhu ezichanekileyo ezingenamthungo Iisilinda ze-hydraulic, izixhobo zeemoto, oomatshini iintsuku ezingama-35-50 Eziphakathi, ezidityaniswe nokuveliswa

Iingcebiso zoBuchule bokuThenga kwiVeki yokugqibela ka-Epreli

Njengoko iholide ye-May Day isondela kwaye ikota yesibini iqalile, sicebisa ukuba kwenziwe oku kulandelayo:

Gqibezela ii-oda ze-Q2 ezingxamisekileyo kule veki: Kwiimfuno zepayipi engenamthungo, ipayipi ye-alloy, ityhubhu yebhoyila, okanye iipayipi ezinobubanzi obukhulu ezifunekayo ekuhanjisweni ngasekupheleni kukaMeyi okanye ngoJuni, faka ii-odolo ngaphambi komhla wama-29 ku-Epreli ukuze ufumane isabelo semveliso yangaphambi kweeholide.

Isicwangciso samaXesha okuKhokhela emva kweeholide: Iiodolo ezenziwe ngexesha leveki yeeholide (ngoMeyi 1-5) ziya kucutshungulwa ukususela ngoMeyi 6. Qwalasela eli khefu leentsuku ezi-5 kwizibalo zakho zokuhanjiswa, ingakumbi kwiiprojekthi ezichaphazela ixesha.

Lungiselela uXwebhu lweCBAM Kwangethuba: Kwimibhobho yentsimbi yekhabhoni, imibhobho yentsimbi ye-alloy, okanye imibhobho engenamthungo yentsimbi engatyiwayo, cela iipakethe zedatha epheleleyo ye-carbon footprint - kuquka izatifikethi zamandla aluhlaza, ukuqinisekiswa komlinganiselo we-scrap, kunye neengxelo zokukhutshwa kwe-batch ethile - kusekude ngaphambi kokuthunyelwa.

Ukhuseleko lweLogistics kwiindawo zaseGulf: Kwimibhobho yomgca kunye nokuthunyelwa kwe-OCTG kuMbindi Mpuma, gcina iiveki ezi-1-2 zexesha lokulungiselela uthutho lwakho ngenxa yohlengahlengiso oluqhubekayo lwendlela kunye nokuxinana kwezibuko okunokwenzeka.

Jonga uMgaqo-nkqubo woRhwebo wase-US: Kubathengi abajongene nemarike yase-US, hlala unolwazi malunga nophononongo lwerhafu yeCandelo 232, njengoko utshintsho olunokwenzeka lunokuchaphazela amaxabiso emibhobho yentsimbi kunye nokuhamba korhwebo kwi-H2 2026.

I-Sanonpipe: Iqabane Lakho Elithembekileyo Ngemijikelo Yemarike

Njengomboneleli weenkonzo zombhobho wentsimbi osebenza kwindawo enye, sizimisele ukuba liqabane elithembekileyo kwicandelo lezemizi-mveliso elikumgangatho ophezulu kwihlabathi liphela. Amandla ethu aquka:

Uluhlu Olubanzi, Oluhlukeneyo: Malunga neetoni ezingama-200,000 zeepayipi zentsimbi engenamthungo (iiklasi zentsimbi yekhabhoni kunye nentsimbi ye-alloy), kunye neetoni ezili-10,000 zeepayipi ezidityanisiweyo, iityhubhu zesikwere, iityhubhu eziziingxande, kunye neepayipi zentsimbi engenamthungo ezikhoyo esitokhweni, zilungele ukuthunyelwa ngokukhawuleza.

Unxibelelwano lweCandelo loNikezelo lweKhabhoni ePhantsi: Ubambiswano neefektri ezibonelela ngemveliso ye-EAF, umlinganiselo ophezulu wenkunkuma elahliweyo (20-25%), kunye namandla aluhlaza (30-50%), zixhaswa yingxelo yedatha yekhabhoni ehambelana ne-CBAM kunye nokuqinisekiswa ngumntu wesithathu.

Inkxaso yeNkonzo epheleleyo: Ukususela ekufumaneni nasekuqinisekiseni izinto eziluhlaza ukuya ekusikeni, ekufakeni imisonto, ekugqumeni, ekupakisheni, nasekuthumeleni - silungelelanisa lonke uthotho lwakho lokubonelela kwiindawo zehlabathi.

Ukufikelela kwiHlabathi: Iqela lethu elinamava lokuthumela ngaphandle liphatha ezothutho, amaxwebhu (kuquka izatifikethi ze-MTC, izatifikethi zemvelaphi), kunye nokususwa kwempahla kwiimpahla ezithunyelwayo kwihlabathi liphela.

Nxibelelana neqela lethu kule veki ukuze ugqibezele ii-odolo zakho zangaphambi kweholide, ucele amaxabiso angoku, okanye uxoxe ngesicwangciso sakho sokuthenga se-Q2 kunye ne-Q3 2026. Silapha ukukunceda uhambe kwimarike ngokuzithemba.