Ngomhla we-16 ku-Epreli, ngo-2026 – Uhlalutyo lweShishini kunye neMbono yeMarike

Njengoko singena kwiveki yesibini ka-Epreli 2026, ipayiphu yentsimbi engenamthungo yehlabathi, ipayiphu yentsimbi edibeneyo, kunye nemakethi yecandelo elingenanto ijikeleza umhlaba ochazwa ziingxaki zezopolitiko eziqhubekayo kuMbindi Mpuma kunye nemeko yemfuno ezinzileyo. Njengoko ikota yesibini iqhubeka ngoku, abathengi kunye nababoneleli bahlaziya amaqhinga asekelwe kwiinyani zezothutho, izinto ezibangela imfuno yengingqi, kunye notshintsho lwamaxabiso.

Uhlaziyo lwezelizwe: Imeko yeStrait of Hormuz iyaguquka

Ingxabano yomkhosi ebandakanya i-Iran, i-Israel, ne-United States iyaqhubeka nokuba nefuthe kwiindlela zorhwebo zehlabathi kunye neemarike zamandla njengoko u-Epreli eqhubeka.

Imigaqo yoKhuseleko lwaseLwandle: I-Strait of Hormuz iseyindawo enobungozi elawulwayo, kunye namapolisa olwandle aphesheya kwezilwandle ngoku ahamba neenqanawa zorhwebo. Nangona oku kuye kunciphisa umngcipheko wokuhlaselwa ngokuthe ngqo, imizila yokuthutha igcina iindlela zokutshintsha indlela kunye neentlawulo ezongezelelweyo zemithwalo eziqala kwi-$1,200 ukuya kwi-$3,500 ngesikhongozeli ngasinye semithwalo eya eGulf.

Impembelelo yoLogistics yeSithili: Amazwe eBhunga leNtsebenziswano yeGulf (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) – aquka ngaphezulu kwe-26% yempahla ethunyelwa ngaphandle eTshayina ngaphandle kwemibhobho – aqhubeka nokubona amaxesha okuhanjiswa kwentsimbi angaphezulu kweeveki ezi-2-3.

Uzinzo lweMarike yaMandla: Amaxabiso eoyile azinzile ukusuka kwi-$80–$88/uluhlu lweebhareli, nto leyo enciphisa uxinzelelo lweendleko ezikhawulezileyo kwimveliso yentsimbi ye-arc furnace yombane ngelixa igcina umgangatho uqinile phantsi kombhobho wentsimbi yekhabhoni, umbhobho wentsimbi ye-alloy, kunye namaxabiso ombhobho wentsimbi engagqwaliyo.

Iziseko zeMarike zekota yesi-2 ka-2026: Ubonelelo oluLungeleleneyo kunye neMfuno yeSithili

Ikota yesibini izibonakalisa njengexesha leziseko ezizinzileyo ezineepateni ezahlukeneyo zemfuno yengingqi.

Ubonelelo kunye neMveliso

Iifektri kulo lonke elaseAsia zisebenza ngomthamo osetyenziswayo we-75-80%, kwaye zinokuguquguquka okwaneleyo ukwamkela ukuguquguquka komthamo wee-odolo.

Amaxesha okukhokela kwiinqanaba zemibhobho ezisemgangathweni ezingenamthungo ahlala engaguquki: iintsuku ezingama-30-40 ze-ASTM A106 Grade B kunye ne-API 5L B, kunye neentsuku ezingama-45-60 ze-I-ASTM A335uthotho lwe-alloy kunye neepayipi ezingenamthungo ezinobubanzi obukhulu.

Iindleko zezinto eziluhlaza – kuquka ii-carbon steel billets kunye nezinto zokudibanisa – ziye zazinza emva kokuguquguquka kwekota yokuqala, nto leyo ebonelela ngenkxaso yeendleko eqikelelweyo.

Abaqhubi beMfuno ngokweMimandla

Iimveliso eziphambili zeSithili ezibangela iMfuno ePhambili

UMbindi Mpuma kunye ne-Asia Ephakathi Amaphulo okugrumba asebenzayo, iiprojekthi zemibhobhoI-API 5L X52Umbhobho womgca we /X60/X65, i-OCTG, ikheyiji, ityhubhu

Uphuhliso lweziseko zophuhliso, ulwakhiwo lwezakhiwo Imibhobho yesakhiwo, iityhubhu zesikwere, iindawo ezingenanto zingxande (RHS), umbhobho wokufaka iipilingi

Ukugcinwa kwezityalo zamandla zaseYurophu, utshintsho lwamandla Iityhubhu zebhoyila, iityhubhu zokutshintsha ubushushu, iipayipi ezingenamthungo ezinekhabhoni ephantsi (ezihambelana ne-CBAM)

UMntla Melika Ukugcinwa kwemizi-mveliso, ukutshintshwa kwemibhobhoI-ASTM A106 B/C, ASTM A333 Ibanga lesi-6 (ubushushu obuphantsi)

Imbonakalo yamaxabiso kwikota yesibini ka-2026

Amaxabiso eePipe ezingenamthungo: Kulindeleke ukuba zihlale zihambelana nomgama ngaphakathi kwebhendi ye-3-5% ukuya kwikota yesibini, zixhaswa zizinto eziluhlaza ezizinzileyo kunye nemfuno engaguqukiyo.

Amaxabiso eepayipi eziwelding: Kulindeleke uzinzo olufanayo, kunye nohlengahlengiso oluncinci olusekelwe kwiintshukumo zamaxabiso e-HR coil (hot-rolled coil).

Ixabiso lezelizwe: Iindleko zezothutho kwiimpahla eziya kuMbindi Mpuma zisaqhubeka ziphezulu nge-10-15% xa kuthelekiswa namanqanaba angaphambi kwengxabano.

Iindaba zakutshanje zoshishino: Ukwandiswa komthamo kunye nokugxila kwi-Green Steel

Izinto ezininzi ezenzeka ekuqaleni kuka-Epreli zibonisa imeko yokhuphiswano eguqukayo:

Umthamo Omtsha we-EAF e-Asia: Iqela elikhulu lentsimbi laseTshayina libhengeze ukuqaliswa komgca omtsha wokuvelisa umbhobho ongenamthungo we-electric arc furnace (EAF), wongeza iitoni ezingama-300,000 zomthamo wonyaka. Olu lwandiso lugxile kwimibhobho engenamthungo enekhabhoni ephantsi esebenzisa umlinganiselo ophezulu wenkunkuma kunye namandla aluhlaza, kujoliswe eYurophu nasekhaya.iimarike.

Ixesha Elibekiweyo Lokuthobela Imithetho yeCBAM: IKhomishini yaseYurophu iqinisekisile ukuba ikota yesibini ka-2026 iya kubona ukuqinisekiswa okwandisiweyo kwedatha ye-carbon footprint yeemveliso zentsimbi ezingenisiweyo. Abangenisi ngoku kufuneka banike iingxelo zokukhupha umbane ngokweqela elithile kungenjalo bajongane nezohlwayo ezinokubakho.

Ukuvunywa kweZiseko zoPhuhliso: Oorhulumente abaninzi baseMzantsi-mpuma Asia bavumile iiprojekthi ezintsha zothutho kunye nokuhanjiswa kwamanzi, nto leyo edale imfuno eyongezelelweyo yemibhobho yesakhiwo kunye nemibhobho edibeneyo enobubanzi obukhulu kwi-H2 2026.

Ukugxila kwizinto ezibalulekileyo: Amanqaku aphambili kwikota yesi-2 ka-2026

Abathengi abaceba iimfuno ze-Q2 kufuneka babeke phambili ezi nkcukacha zifunwa kakhulu:

Isicelo seBanga lezinto ezisetyenzisiweyo Ixesha leNkokeli yeQ2 Imfuno yeQ2

I-API 5L X52/X60/X65 Imibhobho yeoyile negesi iintsuku ezingama-35-45 Ihlala ixesha elide, inomthamo omkhulu

Inkonzo yobushushu obuphezulu ye-ASTM A106 Grade B/C Iintsuku ezingama-30-40 Izinzile, isekelwe ngokubanzi

I-ASTM A335 P11/P22/P91 Iibhoyila zokuvelisa umbane iintsuku ezingama-45-60 Zizinzile emva kokulungiswa

I-ASTM A312 TP304/TP316L Iindawo ezingcolisayo iintsuku ezingama-40-50 Eziphakathi, ezikhethekileyo

I-EN 10210 S355J2HIzakhiwo zesakhiwo iintsuku ezingama-35-45 Ukukhula, iziseko zophuhliso

I-EN 10219 S355J2HIzakhiwo zoomatshini iintsuku ezingama-30-40 Zizinzile, zifumaneka ngokubanzi

Inkonzo yobushushu obuphantsi ye-ASTM A333 yeBanga lesi-6 Iintsuku ezingama-40-55 I-Niche, ehambelana neprojekthi ethile

Iingcebiso zoBuchule bokuThenga

Ngokusekelwe kwiimeko zangoku zemarike, sicebisa amanyathelo alandelayo kwikota yesibini ka-2026:

Iindawo Zokuvelisa zeQ2 Ezikhuselekileyo Ngoku: Njengoko iifektri zisebenza ngomthamo ozinzileyo, ukubeka iiodolo zeepayipi zentsimbi ye-alloy kunye neepayipi ezinkulu ezingenamthungo kwiiveki ezi-2-3 ezizayo kuyacetyiswa ukuqinisekisa ukuba kukho iifestile zokuhambisa ezikhethwayo.

Isicwangciso seeNgxaki zeLogistics: Kwimithwalo eya eGulf, qwalasela iiveki ezi-2-3 zexesha le-buffer kwaye uqinisekise izicwangciso zokuhambisa kunye nomthumeli-mpahla wentsimbi ngaphambi kokuba ugqibezele iishedyuli zokuhambisa.

Lungisa amaxwebhu okuthobela imithetho yaseYurophu: Ukuba unikezela kwiiprojekthi zaseYurophu, cela idatha ye-carbon footprint, izatifikethi zamandla aluhlaza, kunye neengxelo zomlinganiselo we-scrap kumthengisi wakho kwangethuba ukuqinisekisa ukulungela kwe-CBAM.

Cinga ngokuBeka izinto kwindawo yazo: Ngamaxabiso azinzileyo kunye nokubonelela okulungeleleneyo, abathengi banokucinga ngokwakha izitokhwe zokhuseleko zamanqanaba aphezulu okuguquka kwempahla njenge-ASTM A106 Grade B kunye ne-API 5L X52 ukukhusela naluphi na ukuphazamiseka phakathi kwekota yesibini.

I-Sanonpipe: Iqabane Lakho Lempumelelo Yekota Yesibini Yowama-2026

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

Uluhlu Olunzulu: Malunga neetoni ezingama-200,000 zeepayipi zentsimbi engenamthungo (ikhabhoni kunye ne-alloy), kunye neetoni ezili-10,000 zeepayipi ezidityanisiweyo, iityhubhu zesikwere/ezingxande, kunye neepayipi zentsimbi engenasici.

Unxibelelwano lweCandelo loNikezelo lweKhabhoni ePhantsi: Ubambiswano neefektri ezibonelela ngamandla aluhlaza, umlinganiselo ophezulu wenkunkuma elahliweyo, kunye nemveliso ye-EAF, exhaswa yingxelo yedatha yekhabhoni ehambelana ne-CBAM.

Inkxaso yeNkonzo epheleleyo: Ukususela ekuqinisekisweni kwezinto eziluhlaza ukuya ekupakisheni, ekugqumeni nasekuthumeleni - siyenza lula inkqubo yakho yokubonelela.

Nxibelelana neqela lethu namhlanje ukuze nixoxe ngesicwangciso sakho sokuthenga sekota yesibini ka-2026, ucele amaxabiso angoku, okanye ufumane isikhokelo esithile malunga nokuhamba kwimeko-bume yemarike yangoku.