Ngomhla wesi-8 kuCanzibe, ngo-2026 – Uhlalutyo lweShishini lwaBathengi beHlabathi

Njengoko singena kwiveki yokuqala kaMeyi 2026, ihlabathi liphelaumbhobho wentsimbi ongenamthungo,umbhobho wentsimbi odibeneyokunyeicandelo elingenanto elinolwakhiwoImarike itshintshe ngempumelelo emva kokumiswa kweholide kaMeyi. Imisebenzi kwiifektri zaseAsia iqalile kwakhona, kwaye isantya sekota yesibini siyakhula. Okwangoku, uxinzelelo oluphakathi kweMpuma lungene kwinqanaba elide lokuphazamiseka okuthintelweyo, kwaye iziseko zemarike ezisisiseko zihlala zizinzile kwiindidi ezininzi zeemveliso. Le ngxelo inika uhlaziyo olufutshane lwesicwangciso sokuthenga esicwangcisiweyo.

Uhlaziyo lwezelizwe: Ukuphazamiseka okuqulathwe yiStrait of Hormuz kuyaqhubeka

Ingxabano yomkhosi ebandakanya i-Iran, i-Israel, kunye ne-United States iyaqhubeka nokuba nefuthe kwi-logistics yorhwebo, nangona imeko iye yazinza yaba yindlela eqikelelweyo.

Imisebenzi yaselwandle: I-Strait of Hormuz isaqhubeka phantsi kwemigaqo ephuculweyo yokuphelekwa kweenqanawa zaselwandle. Akukho kunyuka okukhulu kwenzeke kwiiveki zakutshanje. Imizila emikhulu yokuthutha imikhumbi igcine i-intlawulo eyongezelelweyo yemithwalo800–800–2,000 ngesikhongozeli ngasinyekwimithwalo eya eGulf, kwaye ukulibaziseka kwezothutho ngoku kuphakathiIintsuku ezi-5-10xa kuthelekiswa neeshedyuli zangaphambi kwengxabano.

Ukuhamba Kokungenisa Kwempahla KwimimandlaAmazwe eBhunga leNtsebenziswano laseGulf - aquka onkengaphezulu kwe-26% yempahla ethunyelwa ngaphandle eTshayina ngaphandle komthungo– qhubeka nokufumanaumbhobho wentsimbi ongenamthungo,umbhobho womgcakunyeI-OCTGUcwangciso lwezothutho ngoku luhlala lubandakanya ixesha elimiselweyo.

Impembelelo yeXabiso laMandlaAmaxabiso eoyile azinzile kwi72–72–Uluhlu lweebhareli ezingama-78/, ukunciphisa uxinzelelo lweendlekoisithando sombane se-arcukuveliswa kwentsimbi, ukuxhasa amaxabiso azinzileyo e-imibhobho yentsimbi yekhabhonikwayeimibhobho yentsimbi ye-alloy.

Ukuqala kwakhona kweholide emva koMeyi: Imisebenzi iqhelekile

Ikhefu leholide yeMay Day (ngomhla woku-1 ukuya kowe-5 kuMeyi) liphelile, kwaye imakethi ngoku isebenza ngokupheleleyo.

Imveliso Iqaliswe kwakhona: Iifektri kulo lonke elaseAsia zibuyele kwimisebenzi yazo eqhelekileyo, kunyeUkusetyenziswa komthamo we-75-80%ngenxaumbhobho ongenamthungokwayeumbhobho odibeneyoImigca yemveliso. Ukusilela kwee-odolo emva kweeholide kucutshungulwa ngokufanelekileyo.

Ukuhamba kweLogistics: Ukusebenza kwezibuko kuye kwaqheleka, kwaye indawo yeenqanawa zokuthunyelwa kwempahla ukusuka ngoMeyi ukuya kuJuni iyabhukishwa. Akukho xinano lukhulu lubikiweyo kwiindawo ezinkulu zokuthumela impahla kwamanye amazwe.

Ifestile Yokuthenga Ivuliwe: Kubathengi abafunaimibhobho engenamthungo,imibhobho yentsimbi ye-alloyokanyeamacandelo ezakhiwoukunikezelwa kweprojekthi ngoJuni-Julayi, ixesha emva kweholide liyasebenza ngoku.

Uhlaziyo lweMarike yekota yesibini ka-2026: Izinto ezisisiseko ezizinzileyo ziyaqhubeka

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

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 A335uthotho lwe-alloy (P11/P22/P91) kunyeimibhobho engenamthungo enobukhulu obukhulu.

Iindleko zezinto eziluhlaza –iibhelethi zentsimbi yekhabhoni,Iikhoyili ze-HR,ii-ferroalloyskunyeintsimbi elahliweyo– zihlale zilungelelaniswe ukuya kuthi ga ku-Epreli nasekuqaleni kukaMeyi, nto leyo enika ithuba lokuqikelela amaxabiso.

Izinto Ezibangela Imfuno NgokweCandelo Lokusetyenziswa Kokugqibela

Icandelo	Inqanaba lomsebenzi wangoku	Iimveliso eziphambili ezifunwayo
Ioyile kunye neGesi(Phezulu)	Ihlala ixesha elide, inomthamo ophezulu	Umbhobho womgca we-API 5L X52/X60/X65,I-OCTG,ikheyiji,ityhubhu
Ioyile kunye neGesi(Umsinga ophakathi)	Iiprojekthi zemibhobho ezizinzileyo	Imibhobho engenamthungo enobubanzi obukhulu,umbhobho womgca odibeneyo
Ukuveliswa koMbane	Izinzile, iqhutywa kulondolozo	I-ASTM A213 T11/T22,I-ASTM A335 P11/P22/P91iityhubhu zebhoyila,iityhubhu zokutshintsha ubushushu
Iziseko zophuhliso	Ukukhula, ngakumbi i-SE Asia kunye ne-Middle East	I-EN 10210 S355J2H,EN 10219amacandelo,iityhubhu zesikwere,iindawo ezingenanto zixande (RHS),umbhobho wokufaka iintsika
Ukwenziwa kweMizi-mveliso	Eliphakathi, elizinzileyo	Iityhubhu ezichanekileyo ezingenamthungo,iityhubhu zoomatshini,iityhubhu zesilinda ye-hydraulic
Ukucubungula iikhemikhali	I-Niche, ehambelana neprojekthi ethile	I-ASTM A312 TP304/TP316Limibhobho engenamthungo engenasici,imibhobho engenasici ye-duplex

Imbonakalo yamaxabiso kwikota yesibini ka-2026

Amaxabiso ePipe angenamthungo: Kulindeleke ukuba kuhlale kuzinzile kude kube ngoMeyi nangoJuni, kunye nohlengahlengiso oluncinci olunokubakho ekupheleni kwekota yesi-2 ukuba iindleko zamandla ziyanyuka okanye imfuno iyanda.

Amaxabiso ePipe eWeldingUzinzo lulindelwe, lulandelwa ngokusondeleyoIkhoyili ye-HRiintshukumo zamaxabiso.

Iprimiyamu yeLogistics yezeNdaloIimpahla ezithunyelwayo eziya kuMbindi Mpuma ziyaqhubeka nokuthwalaIprimiyamu yeendleko ze-5-10%xa kuthelekiswa nezinye iindawo.

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

Izinto ezininzi ezenzekayo ekupheleni kuka-Epreli nasekuqaleni kukaMeyi zibumba imeko yokhuphiswano:

Amandla Amatsha e-EAF Andisa Ubonelelo OluneKhabhoni Ephantsi: Ezimbini ezintshaisithando sombane se-arc (EAF)Imigca yemibhobho engenamthungo iqalile ukuvelisa eTshayina, yongeza malunga neetoni ezingama-500,000 zomthamo wekhabhoni ephantsi ngonyaka. Oku kwandisa ukufumaneka kweimibhobho engenamthungo enekhabhoni ephantsikunye nemilinganiselo ephezulu yenkunkuma ebhaliweyo (20-25%) kunye nokusetyenziswa kwamandla aluhlaza (30-50%) - oku kubaluleke kakhulu kubathengi baseYurophu abajongene neemfuno zeCBAM.

Iimfuneko zoXwebhu lweCBAM ziyasebenza: Ukuqinisekiswa okuphuculweyo kweKhomishini yaseYurophuidatha ye-carbon footprintkuba intsimbi ingeniswa kwamanye amazwe ngoku iyasebenza. Abangenisi kufuneka baqinisekise ukuba iingxelo zokukhutshwa kwegesi ethile zichanekile, ziyaqinisekiswa, kwaye zihamba kunyeizatifikethi zamandla aluhlazakwayeuxwebhu lomlinganiselo we-scrap.

Umbhobho weZiseko zoPhuhliso zaseMbindi Mpuma: Iiprojekthi ezintsha zokuhambisa amanzi kunye nokwakha zibhengezwe eSaudi Arabia, e-UAE, naseQatar, nto leyo edala imfuno ebheke phambili yokuthunyelwa kwamanzi.imibhobho edityanisiweyo enobubanzi obukhulu,amacandelo angenanto akhiweyokunyeumbhobho wokufaka iintsikaukuhanjiswa kwe-H2 2026.

Uphononongo lweCandelo lama-232 laseMelika luyaqhubeka: Uphononongo lorhulumente wase-US lweerhafu zeCandelo 232 kwiimveliso zentsimbi ezithunyelwa kwamanye amazwe luyaqhubeka, kwaye kulindeleke ukuba kubekho utshintsho olunokwenzeka kwikota yesithathu ka-2026. Abathengi kufuneka bajonge uphuhliso.

Ukujonga Izinto Ngokupheleleyo: Amanqaku Aphambili e-Q2 2026

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

Ibanga lezinto	Izicelo eziphambili	Ixesha eliqhelekileyo lokuKhokhela	Intsingiselo yeMfuno yeQ2
I-API 5L X52/X60/X65	Imibhobho yokuhambisa ioyile negesi	Iintsuku ezingama-35-45	Ihlala ixesha elide, inomthamo ophezulu
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/P91	Ukuveliswa kombane, ii-superheater, ii-reheater	Iintsuku ezingama-45-55	Imijikelo yokugcinwa ezinzileyo
I-ASTM A312 TP304/TP316L	Iindawo ezonakalisayo, ukucubungula iikhemikhali, ishishini lokutya	Iintsuku ezingama-40-50	Eliphakathi, elijolise ngqo kwiprojekthi
I-ASTM A333 Ibanga lesi-6	Inkonzo yobushushu obuphantsi (i-LNG, i-cryogenic)	Iintsuku ezingama-40-55	I-Niche, iiprojekthi ezikhethekileyo
I-EN 10210 S355J2H(igqityiwe shushu)	Izakhelo zesakhiwo, ukwakhiwa kwezakhiwo	Iintsuku ezingama-35-45	Ukukhula, okuqhutywa ziziseko zophuhliso
I-EN 10219 S355J2H(eyenziwe ngokubandayo)	Izakhiwo zoomatshini, izixhaso, i-scaffolding	Iintsuku ezingama-30-40	Izinzile, ifumaneka ngokubanzi
Iityhubhu ezichanekileyo ezingenamthungo	Iisilinda ze-hydraulic, izinto zeemoto, oomatshini	Iintsuku ezingama-35-50	Iphakathi, inxulumene nokuveliswa

Iingcebiso zoBuchule bokuThenga ngoMeyi 2026

Njengoko ikota yesibini iqhubeka kwaye imisebenzi yasemva kweeholide iqhelekile, sicebisa amanyathelo alandelayo:

Beka ii-odolo ze-Q2 ngoku: Ngokubaumbhobho ongenamthungo,umbhobho we-alloy,ityhubhu yebhoyilaokanyeumbhobho onobubanzi obukhuluIimfuneko ezifunekayo zokuhanjiswa ngoJuni okanye ngoJulayi, beka ii-odolo ngoku ukuze ufumane amathuba okuvelisa kwaye uphephe ukwandiswa kwexesha lokufumana isaphulelo kamva kwikota yesibini.

Isicwangciso soXwebhu lweCBAM: Ngeempahla ezithunyelwa eYurophuimibhobho yentsimbi yekhabhoni,imibhobho yentsimbi ye-alloyokanyeimibhobho engenamthungo yentsimbi engagqwaliyo, cela iipakethi zedatha epheleleyo ye-carbon footprint - kuqukaizatifikethi zamandla aluhlaza,ukuqinisekiswa komlinganiselo we-scrapkunyeiingxelo zokukhutshwa kwezinto ezithile ezikhutshwayo– kusekude kakhulu ngaphambi kokuthunyelwa.

Ukhuseleko lwezothutho kwiindawo ezikufutshane neGulf: Ngokubaumbhobho womgcakwayeI-OCTGukuthunyelwa kwezinto eziya kuMbindi Mpuma, gcinaIiveki ezi-1-2 zexesha le-bufferkwisicwangciso sakho sezothutho ngenxa yohlengahlengiso oluqhubekayo lwendlela.

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

Cinga ngeenketho ze-Low-Carbon: Kwiiprojekthi zaseYurophu nezikhathalela okusingqongileyo, vavanyaimibhobho engenamthungo enekhabhoni ephantsievela kwiifektri ze-EAF ezinedatha ebhaliweyo yamandla aluhlaza kunye nomlinganiselo we-scrap. Ezi ndlela ziyafumaneka ngakumbi kwiiprimiyamu ezikhuphisanayo.

I-Sanonpipe: Iqabane Lakho Elithembekileyo Ngemijikelo Yemarike

Njengendawo enye yokumisaumbhobho wentsimbiNjengomnikezeli weenkonzo, sizimisele ukuba liqabane elithembekileyo kwicandelo lezemizi-mveliso elikumgangatho ophezulu kwihlabathi liphela. Amandla ethu aquka:

Uluhlu Olunzulu, Oluhlukeneyo: MalungaIitoni ezingama-200,000 zemibhobho yentsimbi engenamthungo(iiklasi zentsimbi yekhabhoni kunye nentsimbi ye-alloy), kunyeIitoni ezili-10,000 zeepayipi ezitshixiweyo,iityhubhu zesikwere,iityhubhu eziziingxandekunyeimibhobho yentsimbi engagqwaliyoikwisitokhwe, ilungele ukuthunyelwa ngokukhawuleza.

Ikhonkco lokubonelela ngeKhabhoni ephantsi: Ubudlelwane nemibutho enikezela ngeefektriImveliso ye-EAF,iireyithingi eziphezulu zenkunkuma(20-25%), kunyeamandla aluhlaza(30-50%), ixhaswa 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 liphelaIqela lethu elinamava lokuthumela kwamanye amazwe lijongene nezothutho, amaxwebhu (kuqukaIzatifikethi ze-MTC,izatifikethi zemvelaphi), kunye nokususwa kwerhafu kwiimpahla ezithunyelwayo kwihlabathi liphela.

Nxibelelana neqela lethu kule vekiukuze uxoxe ngesicwangciso sakho sokuthenga sekota yesibini ka-2026, ucele amaxabiso angoku, okanye ufumane isikhokelo esithile malunga namaxwebhu e-CBAM okanye ukhetho lwemibhobho yentsimbi ekhabhoni ephantsi.