Juni 10, 2026 - Uhlalutyo lweShishini lwabathengi baseYurophu nabamazwe ngamazwe

Njengoko siqhubeka nenyanga yokugqibela yekota yesibini ka-2026, ihlabathi liphelaumbhobho wentsimbi ongenamthungo, umbhobho wentsimbi odibeneyokunyeisakhiwoicandelo elingenantoImarike ibunjwa ngumsebenzi omkhulu wezopolitiko kunye notshintsho olulindelekileyo kumgaqo-nkqubo wezorhwebo. Kwiiveki zakutshanje iChina ibambe uMongameli wase-US, uMongameli waseRashiya uPutin, kwaye ibandakanyeka kwezinye iintlanganiso eziphezulu zamazwe amabini. Kubathengi baseYurophu, ukuphunyezwa okuqhubekayo kweI-CBAM, imfuno eqhubekayo yezinto ezisemgangathweni we-EN, kunye nokuguquguquka kwemali kusaqhubeka kuphambili kucwangciso lokuthenga. Le ngxelo inika uhlaziyo olugxile ekwenzeni izigqibo zobuchule.

Imeko-bume yezobupolitika: Iingqungquthela ezininzi ziguqula ulindelo lorhwebo

Iziphumo zeNgqungquthela ye-US-China
Emva kwentlanganiso ebalulekileyo kamongameli, iingxoxo zenqanaba lokusebenza ziyaqhubeka malunga nohlengahlengiso olunokwenzeka lomgaqo-nkqubo wezorhwebo.

Uphononongo lweeRhafu lweCandelo 232Amaqela asebenza macala omabini ahlola izakhiwo zerhafu yentsimbi. Akukho tshintsho lusemthethweni lubhengeziweyo, kodwa incoko iyaqhubeka. Nakuphi na ukuncitshiswa kwerhafu kuya kuba nefuthe elihleumbhobho wentsimbi ongenamthungokwayeumbhobho wentsimbi odibeneyoukuhamba korhwebo.

Uququzelelo lwezorhwebo: Omabini amacala azibophelele ekuhlengahlengiseni iinkqubo zokubhala amaxwebhu, nto leyo enokunciphisa amaxesha olawulo okuqhuba imisebenzi engaphaya kwemida.umbhobho wentsimbiukuthunyelwa.

Iziphumo zeNgqungquthela phakathi kweRussia neChina
Utyelelo lukaMongameli Putin luvelise iziphumo ezininzi ezinxulumeneumbhobho wentsimbiimboni:

Izivumelwano zeZakhiwo zoPhuhliso lwaMandlaIzivumelwano ezintsha zophuhliso lwemibhobho yegesi yendalo ziya kukhuthaza imfuno yexesha elizayo yeumbhobho womgca onobubanzi obukhulukwayeI-API 5L X65/X70imibhobho engenamthungokwiiprojekthi zothutho oluwela imida, kulindeleke ukuba kuthengwe kwi-H2 ka-2026.

Ukuhlawulwa kwemali yasekuhlaleniUkusetyenziswa okwandisiweyo kwesivumelwano seRuble-Yuan kunciphisa iindleko zokuguqula imaliumbhobho wentsimbiiintengiselwano phakathi kweemarike ezimbini.

Ezinye iiNxibelelwano zezoBugcisa eziPhakamileyo
I-China ikwaqhube iintlanganiso zamazwe amabini neenkokheli ezivela kuqoqosho oluphambili lwaseYurophu nase-Asia. Ezi ndibano zibonisa ukuzibophelela okuqhubekayo kubudlelwane bezorhwebo kunye nentsebenziswano yeziseko zophuhliso, ukuxhasa imfuno eqhubekayoimibhobho yesakhiwo, umbhobho wokufaka iintsikakunyeAmacandelo angenanto asemgangathweni we-EN.

Uhlaziyo lwezePolitiki: Iingxaki zaseMbindi Mpuma ziyaqhubeka nokuhla

Ingxabano yomkhosi ebandakanya i-Iran, i-Israel, kunye ne-United States iye yazinza ngakumbi.

I-Strait yaseHormuz: Imisebenzi yaselwandle ngoku iphantse ibe yeqhelekileyo. Iindleko ezongezelelweyo zemithwalo yempahla eziya eGulf ziye zehla kakhulu.$150–$600 ngesikhongozeli ngasinye, kunye nokulibaziseka okuncinci kwezothutho.

Amaxabiso AmandlaAmaxabiso eoyile azinzile kwi$63–$68/uluhlu lweebhareli, ukunciphisa uxinzelelo lweendlekoisithando sombane se-arcukuveliswa kwentsimbi kunye nokuxhasa amaxabiso azinzileyo e-imibhobho yentsimbi yekhabhonikwayeimibhobho yentsimbi ye-alloy.

Ukuhamba Kokungenisa Kwempahla KwimimandlaAmazwe eBhunga leNtsebenziswano laseGulf afumanaumbhobho womgca, I-OCTGkunyeumbhobho wolwakhiwoukuthunyelwa kwezinto ezinexesha eliphantse libe lesiqhelo lothutho.

Ingqwalasela yeMarike yaseYurophu: i-CBAM, iMigangatho ye-EN, kunye ne-Green Steel

Kubathengi baseYurophu, kukho iindlela eziphambili ezichaphazela ukuthengwa kwekota yesibini neyesibini ka-2026:

Imeko yokuphunyezwa kwe-CBAM

Iimfuneko zoXwebhuIiphakheji zedatha ye-carbon footprint—kuqukaizatifikethi zamandla aluhlaza, ukuqinisekiswa komlinganiselo we-scrap, kunye neengxelo zokukhutshwa kwegesi ezithile—ngoku ziimfuneko ezisemgangathweni zokuthobela imithetho.

Imigangatho yoQinisekiso: Ukuqinisekiswa komntu wesithathu (umz., i-ISO 14064, i-ISO 14067) kulindeleke ngakumbi. IKhomishini yaseYurophu inyuse ukuphononongwa kwedatha engenisiweyo.

Iimpembelelo zeendleko: Ngamaxabiso ekhabhoni e-EU ETS kwi€70–€85/uluhlu lweetoni, izatifikethi ze-CBAM zimele ukuqwalaselwa kweendleko ezibalulekileyo kwiimveliso ezikhupha ukungcola okuphezulu.

Imfuno yeZinto eziMiselweyo ze-EN
Iiprojekthi zaseYurophu zigxininisa ngakumbi kwizixhobo ezisemgangathweni we-EN. Amanqanaba aphambili afunekayo aquka:

Umgangatho we-EN	Ibanga	Isicelo esiqhelekileyo	I-ASTM elinganayo
EN 10210-1	S355J2H	Amacandelo angenanto akhiweyo agqityiweyo ashushu	I-ASTM A500 Ibanga C
EN 10210-1	S275J2H	Izicelo ngokubanzi zesakhiwo	I-ASTM A500 Ibanga B
EN 10219-1	S355J2H	Amacandelo olwakhiwo oludibeneyo olubunjiweyo olubandayo	I-ASTM A500 Ibanga C
EN 10219-1	S235JRH	Isakhiwo esilula, i-scaffolding	I-ASTM A36
EN 10216-2	I-P235GH TC1	Iinjongo zoxinzelelo kumaqondo obushushu aphezulu	I-ASTM A106 Ibanga B
EN 10216-2	I-P265GH TC1	Iinqanawa zoxinzelelo, iibhoyila	I-ASTM A106 Ibanga C
EN 10217-2	P235GH	Iityhubhu zoxinzelelo ezidityanisiweyo	I-ASTM A135 Ibanga B

Imfuno yeKhabhoni ephantsi kunye neNtsimbi eluhlaza

Abathengi baseYurophu baya bebeka phambili ngakumbiimibhobho engenamthungo enekhabhoni ephantsievela kwiifektri ze-EAF ezineengxelo ezibhaliweyoukusetyenziswa kwamandla aluhlaza (30-50%)kwayeumlinganiselo ophezulu wezinto ezilahliweyo (20-25%).

Ukuthobela imithetho ye-CBAM kuqhuba imfuno yokuba izinto zicace kwaye ziqinisekisweidatha ye-carbon footprintkwinqanaba lemveliso.

Isishwankathelo seMarike yekota yesi-2 ka-2026: Iziseko eziZinzileyo

Ikota yesibini ibonakalise imeko yemarike elinganayo kuzo zonke iindidi zeemveliso.

Imveliso kunye nokuNikezela

Iifektri kulo lonke elaseAsia zisebenza eUkusetyenziswa komthamo we-75-80%kunye nemveliso ezinzileyo yeimibhobho yentsimbi yekhabhoni, imibhobho yentsimbi ye-alloykunyeimibhobho engenamthungo yentsimbi engagqwaliyo.

Amaxesha okukhokela ahlala engaguquguquki:Iintsuku ezingama-30-40ngenxaI-ASTM A106 Ibanga BkwayeI-API 5L B, Iintsuku ezingama-45-55ngenxaI-ASTM A335ingxubevangeuthotho (P11/P22/P91) kunyeimibhobho engenamthungo enobukhulu obukhulu.

NgokubaIzixhobo ezisemgangathweni ze-EN, amaxesha okukhokela ngokubanziIintsuku ezingama-35-50kuxhomekeke kwibanga kunye neemfuno zesatifikethi.

Isishwankathelo seNqanaba loTshintshiselwano (ukusukela nge-10 kaJuni 2026)

Isibini semali	Intshukumo xa ithelekiswa neNyanga e-1 eyadlulayo	Impembelelo kubathengi baseYurophu
I-EUR/CNY	-0.6% (iyuan inamandla kancinci)	Ukunyuka okuncinci kwexabiso le-EUR
I-USD/CNY	-0.4% (iyuan inamandla ngakumbi)	Ixabiso eliphezulu le-USD kwiikhontrakthi eziphantsi kwe-USD
i-EUR/USD	-0.2% (imali ezinzileyo ye-euro)	Impembelelo encinci

Imbonakalo yeMarike ye-H2 2026: Q3 nangaphaya

Ukujonga phambili kwisiqingatha sesibini sowama-2026, kukho izinto ezininzi eziza kuyila imarike:

Imbonakalo yeXabiso

Amaxabiso ePipe angenamthungo: Kulindeleke ukuba kuhlale kuzinzile ukuya kuthi ga kwikota yesi-3, kunye noxinzelelo oluncinci oluya phezulu kwikota yesi-4 ukuba iindleko zamandla ziyanyuka okanye imfuno yehlabathi iyakhawuleza.

Ukuhlanganiswa kweendleko zeCBAM: Abathengi baseYurophu kufuneka babhale iindleko zesatifikethi sekhabhoni kwiindlela zokubala iindleko ezipheleleyo zokufika kwiimveliso ezikhupha ukungcola okuphezulu.

Iindleko zempahlaAmaxabiso eempahla kwihlabathi jikelele kulindeleke ukuba ahlale ezinzile ngaphandle kokuphazamiseka okutsha kwezopolitiko.

Imbono yeMfuno ngokweCandelo

Icandelo	Imbonakalo ye-H2 2026	Iimveliso eziphambili
Ioyile kunye neGesi	Ukukhula okuzinzileyo nokuphakathi	Umbhobho womgca we-API 5L, I-OCTG, ikheyiji, ityhubhu
Ukuveliswa koMbane	Izinzile, iqhutywa kulondolozo	I-EN 10216-2 P235GH/P265GH, I-ASTM A335iityhubhu zebhoyila
Iziseko zophuhliso(IYurophu)	Iiprojekthi zokukhula, zotshintsho oluluhlaza	I-EN 10210/EN 10219 S355J2H, iityhubhu zesikwere, I-RHS
Iziseko zophuhliso(Ehlabathini lonke)	Igcinwe	Imibhobho edityanisiweyo enobubanzi obukhulu, umbhobho wokufaka iintsika
Umoya ovuselelekayo	Okuvelayo	Iityhubhu ezichanekileyo ezingenamthungo, iityhubhu zoomatshini

Umgaqo-nkqubo woRhwebo kunye noLondolozo lweCBAM

Uphononongo lweCandelo lama-232 laseMelikaUhlengahlengiso olunokwenzeka lunokuchaphazela ukubophelela e-USumbhobho wentsimbiukuhamba korhwebo. Akukho tshintsho lulindelweyo ngaphambi kwekota yesi-3.

Amanyathelo oKhuselo loRhwebo lwe-EUUphononongo oluqhubekayo lwemisebenzi yokulwa nokulahla inkunkuma kwiindawo ezithileumbhobho ongenamthungoiindidi.

Isikhokelo seCBAM: Lindela ulwalathiso oluthe kratya lobuchwephesha oluvela kwiKhomishini yaseYurophu malunga neendlela zokuqinisekisa.

Iindaba zakutshanje zoshishino: Ubuchule, iTekhnoloji, kunye neMigangatho

Izinto ezininzi ezenzeka ekuqaleni kukaJuni zibumba imeko yokukhuphisana kwabathengi baseYurophu:

Umthamo omtsha we-EAF Low-Carbon kwi-Intanethi: Ezimbini ezintshaisithando sombane se-arc (EAF)Imigca yemibhobho engenamthungo iqalile ukuvelisa eTshayina, yongeza ngaphezulu kweetoni ezingama-500,000 zomthamo wekhabhoni ephantsi ngonyaka. Ezi zibonelelo zigxile kwiIzixhobo ezisemgangathweni ze-ENkunye nedatha ebhaliweyo yamandla aluhlaza kunye nomlinganiselo we-scrap.

Uhlaziyo lweSikhokelo seCBAMIKhomishini yaseYurophu ipapashe isikhokelo sobugcisa esongezelelweyo malungaImibhalo yenyawo yekhabhoniukuqinisekiswa, ukucacisa iimfuno zeengxelo zokukhutshwa kwegesi ezithile.

Uhlaziyo lweMigangatho ye-ENIinguqulelo ezihlaziyiweyo zeEN 10210kwayeEN 10219zipapashwe ngohlengahlengiso oluncinci lobuchwephesha. Abathengi kufuneka baqinisekise iinguqulelo ezifanelekileyo kunye neenjineli zabo zeprojekthi.

Ukuvunywa kweZiseko zoPhuhliso zaseYurophuIiprojekthi ezininzi zotshintsho oluluhlaza kunye namandla avuselelekayo zifumene inkxaso-mali, nto leyo edale imfuno engaphambiliamacandelo angenanto akhiweyokwayeiityhubhu ezichanekileyoukuhanjiswa kweH2 2026 kunye neQ1 2027.

Ukuboniswa Okubanzi Kwezinto Ezibalulekileyo: Amanqaku Aphambili Kubathengi BaseYurophu (H2 2026)

Ibanga lezinto	Izicelo eziphambili	Ixesha eliqhelekileyo lokuKhokhela	Intsingiselo yeMfuno ye-H2
I-EN 10216-2 P235GH TC1	Iinjongo zoxinzelelo, amaqondo obushushu aphezulu	Iintsuku ezingama-35-50	Ukukhulisa, usetyenziso lwebhoyila
I-EN 10216-2 P265GH TC1	Iinqanawa zoxinzelelo, ukuveliswa kombane	Iintsuku ezingama-35-50	Izinzile, iqhutywa kulondolozo
I-EN 10210 S355J2H(igqityiwe shushu)	Izakhelo zesakhiwo, ukwakhiwa kwezakhiwo	Iintsuku ezingama-35-45	Ukukhula, iziseko zophuhliso
I-EN 10219 S355J2H(eyenziwe ngokubandayo)	Izakhiwo zoomatshini, izixhaso, i-scaffolding	Iintsuku ezingama-30-40	Izinzile, ifumaneka ngokubanzi
I-API 5L X52/X60/X65	Imibhobho yeoyile negesi	Iintsuku ezingama-35-45	Ihlala ixesha elide, inomthamo ophezulu
I-ASTM A106 Ibanga B/C	Inkonzo yobushushu obuphezulu (ehlabathini lonke)	Iintsuku ezingama-30-40	Izinzile, isekelwe ngokubanzi
I-ASTM A335 P11/P22/P91	Iibhoyila zokuvelisa umbane	Iintsuku ezingama-45-55	Imijikelo yokugcinwa ezinzileyo
Imibhobho engenamthungo enekhabhoni ephantsi(EAF + amandla aluhlaza)	Iiprojekthi ezikhathalela okusingqongileyo	Iintsuku ezingama-40-55	Icandelo elikhulayo, eliyiprimiyamu

Iingcebiso zoBuchule bokuThenga kubathengi baseYurophu – H2 2026

Ngenxa yemeko-bume eguqukayo, sicebisa amanyathelo alandelayo:

Cacisa iMigangatho ye-EN Kwangoko: Kwiiprojekthi zaseYurophu, bandakanyaEN 10210, EN 10219okanyeEN 10216-2iinkcukacha kwii-RFQ zakho ukuqinisekisa ukuba ababoneleli banikezela ngeziqinisekiso ezifanelekileyo kunye nokulandeleka kwezinto.

Lungisa uxwebhu lwe-CBAM kwiSigaba seeNgqikelelo: Isicelo sigqityiweiipakethi zedatha ye-carbon footprint– kuqukaizatifikethi zamandla aluhlaza, ukuqinisekiswa komlinganiselo we-scrapkunyeiingxelo zokukhutshwa kwezinto ezithile ezikhutshwayo– kwinqanaba leekowuteshini, kungekhona emva kokufakwa kweodolo.

Cinga ngeenketho ze-Low-Carbon: Kwiiprojekthi ezineenjongo zokunciphisa ikhabhoni, vavanyaimibhobho engenamthungo enekhabhoni ephantsiezivela kwiifektri ze-EAF ezinegunya elisemthethweni lokusebenzisa i-green power (30-50%) kunye ne-scrap ratios ephezulu (20-25%). Iipremiyamu ziye zakhuphisana ngakumbi.

Cwangcisa ii-oda ze-H2 kwikota yesibini: Ukuqinisekisa amathuba okuvelisa izinto eziza kuhanjiswa ngoSeptemba-Okthobha, bekaI-EN-standardkwayeumbhobho wentsimbi ye-alloyii-odolo ekupheleni kukaJuni. Amaxesha okukhokela izinto eziqinisekisiweyo anokufikelela kwiintsuku ezingama-50-60.

Jonga uMgaqo-nkqubo weMali kunye noRhwebo: Kwiikhontrakthi eziphantsi kwe-euro, inqanaba langoku le-EUR/CNY libonelela ngokuqikelelwa kweendleko okufanelekileyo. Jonga naziphi na izibhengezo zeCandelo 232 okanye ze-CBAM.

Qinisekisa iiMfuno zeSatifikethiQinisekisa ukuba iprojekthi yakho iyayifuna naUhlobo lwe-EN 10204 3.1(isiqinisekiso sokugaya) okanyeUhlobo 3.2(ohlolwe ngumntu wesithathu), njengoko oku kuchaphazela amaxesha kunye neendleko zokufumana imali.

I-Sanonpipe: Iqabane Lakho kwiMarike yaseYurophu

Njengendawo enye yokumisaumbhobho wentsimbiNjengomnikezeli weenkonzo, sizibophelele ekubeni liqabane elithembekileyo kwicandelo lezemizi-mveliso elikumgangatho ophezulu kwihlabathi liphela. Kubathengi baseYurophu, sinikezela:

Uluhlu lwezinto ezisetyenzisiweyo ze-EN-Standard: EN 10210, EN 10219kunyeEN 10216-2izixhobo ezikwimigangatho edumileyo (S355J2H, P235GH, P265GH), kunye neziqinisekiso ezipheleleyo zemill kunye nokulandeleka.

Ikhonkco lokubonelela ngeKhabhoni ephantsi: Ubambiswano nee-EAF mills ezibonelela ngeenkcukachaukusetyenziswa kwamandla aluhlaza(30-50%),iireyithingi eziphezulu zenkunkuma(20-25%), kunye nokuthobela i-CBAMidatha ye-carbon footprint.

Uluhlu oluNzulu: MalungaIitoni ezingama-200,000 zemibhobho yentsimbi engenamthungo(ikhabhoni kunye ne-alloy), kunyeIitoni ezili-10,000 zeepayipi ezitshixiweyo, iityhubhu zesikwere, iityhubhu eziziingxandekunyeimibhobho yentsimbi engagqwaliyo.

Inkxaso yamaxwebhu: Sinikezela ngeepakeji ezipheleleyo zesatifikethi, kubandakanyaIzatifikethi ze-EN 10204 Uhlobo lwe-3.1/3.2, Izatifikethi ze-MTC, izatifikethi zemvelaphikunyeiingxelo ze-carbon footprint.

Ubuchule beMarike yaseYurophuIqela lethu lijonga uphuhliso lwe-CBAM, uhlaziyo olusemgangathweni lwe-EN, kunye nomgaqo-nkqubo worhwebo ukuze linike isikhokelo ngexesha elifanelekileyo.

Nxibelelana neqela lethu kule vekiukuze uxoxe ngesicwangciso sakho sokuthenga se-H2 2026, ucele amaxabiso asemgangathweni we-EN, okanye ufumane isikhokelo malunga namaxwebhu e-CBAM kunye neendlela zokukhetha imibhobho yentsimbi ekhabhoni ephantsi.