Nge-5 ka-Agasti, ngo-2026 – Imbono yoShishino lweeNgcali zeCandelo loNikezelo lweHlabathi

Njengoko ishishini leepayipi zentsimbi kwihlabathi liphela lingena ku-Agasti, inyanga yesibini yekota yesi-3 yowama-2026, ibali lemarike liyatshintsha. Nangona imingeni yezothutho kunye noxinzelelo lwezopolitiko luqhubeka, ingqwalasela ijika ijonge kwiimpawu zemfuno zekota yesi-4, uhlengahlengiso lwamandla emveliso, kunye nempembelelo ekhulayo yotshintsho lwezinto ezintsha kwizigqibo zokuthenga. Le ngxelo ihlola ezi zinto ziphambili.

Iinguqu kwiMarike: Imveliso, Amandla, kunye neZibonakaliso zeMfuno

Uhlengahlengiso lweCandelo loNikezelo:

Ulondolozo OlucwangcisiweyoIifektri ezininzi ezinkulu eAsia zibhengeze ukuvalwa okucwangcisiweyo kokugcinwa kweenkonzo ekupheleni kwekota yesithathu, okuya kunciphisa okwethutyana imvelisoimibhobho engenamthungokwayeimibhobho yentsimbi ye-alloy.

Ukusetyenziswa kobuchule: IiMills okwangoku zisebenza ngomyinge we-75-80% yamandla, kwaye zinokuguquguquka okuthile ukulungisa imveliso ngokusekelwe ekuthathweni kwee-odolo.

Umthamo omtsha we-EAF: Ukuqaliswa kwakutshanje kwemisebenzi emitshaisithando sombane se-arc (EAF)amandla ayaqhubeka nokongeza ukufumanekaimibhobho engenamthungo enekhabhoni ephantsi.

Imbono yeMfuno kwikota yesi-4 ka-2026:

Ioyile kunye neGesi: Imfuno eqhubekayoUmbhobho womgca we-API 5LkwayeI-OCTGkwimisebenzi yophando nemveliso eqhubekayo, ingakumbi kuMbindi Mpuma kunye neAsia-Pacific.

Ukuveliswa koMbane: Iimfuno ezizinzileyo zeiityhubhu zebhoyilakwayeiityhubhu zokutshintsha ubushushuukusuka kwimijikelo yokugcinwa kunye neeprojekthi ezintsha.

Iziseko zophuhliso: Imfuno eqhubekayo yeimibhobho yesakhiwokwayeAmacandelo angenanto asemgangathweni we-ENkwiiprojekthi zokwakha nezobunjineli bokwakha.

Iimoto kunye noomatshini: Imfuno ephakathi yeiityhubhu ezichanekileyo ezingenamthungokwayeiityhubhu zoomatshini.

Imeko-bume yoMgaqo-nkqubo wezobupolitika kunye noRhwebo

Iingxaki zezopolitiko:

Phakathi empumaI-Strait of Hormuz isalokhu iyindawo yokuthutha ezinzileyo kodwa ejongiweyo, ineenkqubo zothutho ezimiselweyo.

EMpuma Yurophu: Ingxabano eqhubekayo iyaqhubeka nokuchaphazela iziseko zophuhliso zamandla zengingqi kunye neendlela zorhwebo.

iAsia-Pacific: Iingxabano zomhlaba kunye noxinzelelo lwezorhwebo zongeza ungqimba lomngcipheko kwiindlela zokuthutha imithwalo.

Umgaqo-nkqubo woRhwebo:

I-EU CBAM: Indlela yoLungiso lweMida yeKhabhoni iyaqhubeka nokuba yinto ephambili yokuthobela imithetho, ifuna idatha yekhabhoni eqinisekisiweyo.

Icandelo laseMelika 232: Ukuhlaziywa kweerhafu zentsimbi kudala ukungaqiniseki okuqhubekayo kwemigaqo-nkqubo.

Uhlaziyo lweendleko zemali kunye nothungelwano

I-Factor	Ithrendi yakutshanje	Intsingiselo kubathengi
Izinga lokuTshintshiselana le-USD/CNY	UYuan ubonisa ubuthathaka obuncinci	Inzuzo enokubakho yeendleko zokuthenga ngokwe-USD.
Iindleko zokuThuthwa kweNqwelo-mafutha eLwandle	Izinzile emva kokunyuka kwekota yesi-3, kodwa ihlala ikwizinga eliphezulu	Iindleko zezothutho ziyaqhubeka nokuba yinxalenye ebalulekileyo yeendleko ezipheleleyo zokufika.
Iintlawulo ezongezelelweyo zemithwalo	Iintlawulo ezongezelelweyo zexesha le-peak season zisasebenza	Cinga ngexesha lohlahlo-lwabiwo mali kunye nexesha lokuhanjiswa kweenkonzo.

Ukuboniswa kwezinto: Amanqaku aphambili kwikota yesi-4 ka-2026

Ibanga lezinto/uMgangatho	Isicelo esiPhambili	Intsingiselo yeMfuno yeQ4	Amanqaku
I-API 5L X52 / X60 / X65	Imibhobho yeoyile negesi	Ihlala ixesha elide, inomthamo ophezulu	I-X65 isafuneka kakhulu kwiiprojekthi zaselwandle.
I-ASTM A106 Ibanga B/C	Inkonzo yobushushu obuphezulu	Izinzile, isekelwe ngokubanzi	Ibanga C leemfuno zamandla aphezulu.
I-ASTM A335 P11 / P22 / I-P91	Ukuveliswa kombane (ii-superheaters)	Izinzile	I-P91 yezityalo ezisebenza kakuhle kakhulu.
I-ASTM A213 T11 / T22 / T91	Iityhubhu zebhoyila	Izinzile	Kubalulekile ekugcinweni kwecandelo lombane.
I-ASTM A312 TP304 / TP304L	Iindawo ezonakalisayo	Iphakathi	I-TP304L yokuphucula ukudityaniswa kwentsimbi.
I-ASTM A312 TP316 / TP316L	Ulwandle, iikhemikhali, umhlwa ophezulu	Ukukhula	Imfuno eqhutywa ziiprojekthi zotshintsho lwamandla.
I-ASTM A333 Ibanga lesi-6	Inkonzo yeqondo eliphantsi (LNG)	I-Niche, kodwa ibaluleke kakhulu	Kubalulekile ukusetyenziswa kwe-cryogenic.
I-ASTM A790 (iDuplex 2205)	Ulwandle, kukho umhlwa ophezulu	Ukukhula	Isitshixo kumacandelo olwandle kunye neekhemikhali.
EN 10210-1 S355J2H	Izakhelo zesakhiwo ezigqityiweyo ezishushu	Ukukhula	Ibaluleke kakhulu kwiziseko zophuhliso zaseYurophu.
EN 10219-1 S355J2H	Izakhiwo ezibandayo, i-scaffolding	Isitali	Isetyenziswa kakhulu ekwakheni.
I-NACE MR0175 (Inkonzo Ebuhlungu)	Ayimelani ne-H2S kwioyile negesi	I-Niche, kodwa ibaluleke kakhulu	Kuyimfuneko kwiindawo ezixineneyo ezingaphantsi komhlaba.
Iityhubhu eziNgcono ezingenamthungo	Iisilinda zeHydraulic, iimoto	Iphakathi	Amanqaku amatsha e-HSLA ayavela.

Iingcebiso zoBuchule bokuThenga kwikota yesi-4 ka-2026

Isicwangciso seempembelelo zoLondolozo: Cacisa ukucotha kwemveliso okunokwenzeka ngenxa yokugcinwa kwefektri xa ucwangcisa ukuhanjiswa kwemveliso kwikota yesi-4.

Jonga iingozi zezelizwe: Hlala unolwazi malunga nophuhliso oluchaphazela iindlela eziphambili zokuthumela imithwalo.

Imali esetyenziswayo: Izinga le-USD/CNY langoku libonelela ngethuba elinokwenzeka leekhontrakthi eziphantsi kwe-USD ezingabizi kakhulu.

Beka phambili ukuzinza: Qinisekisa ukuba ababoneleli banikezela ngeepakethe zedatha yekhabhoni ezipheleleyo ezihambelana ne-CBAM.

Bandakanya Kwangethuba: Nxibelelana naweumthumeli wepayipi yentsimbiukuxoxa ngeemfuno zakho ze-Q4 kunye neendawo zokuvelisa ezikhuselekileyo.

I-Sanonpipe: Iqabane Lakho kwiQ4 nangaphezulu

Sinikezela uluhlu olupheleleyo lweimibhobho yentsimbi engenamthungo, imibhobho yentsimbi edityanisiweyokunyeamacandelo angenanto akhiweyo, kwaye sizimisele ukukunceda uhambe kwimarike.

Nxibelelana neqela lethuukuxoxa ngeemfuno zakho ezithile kunye necebo lokuthenga kwi-Q4.

Amagama angundoqo:umbhobho wentsimbi engenamthungo, umbhobho wentsimbi edibeneyo, iindawo ezingenanto ezakhiweyo, EN 10210, EN 10219, S355J2H, API 5L, ASTM A106, ASTM A335, ASTM A213, ASTM A312, ASTM A333, ASTM A790, umbhobho wentsimbi yekhabhoni, umbhobho wentsimbi ye-alloy, umbhobho wentsimbi engenamthungo, umbhobho wentsimbi engenamthungo, i-OCTG, umbhobho womgca, ityhubhu yebhoyila, ityhubhu yokutshintsha ubushushu, ityhubhu engenamthungo echanekileyo, Q4 2026, icebo lokuthenga, umthumeli wepayipi yentsimbi.