Ngomhla we-14 kuCanzibe, ngo-2026 – Uhlalutyo lweShishini lwaBathengi beHlabathi

Njengoko singena kwiveki yesibini kaMeyi 2026, ihlabathi liphelaumbhobho wentsimbi ongenamthungo,umbhobho wentsimbi odibeneyokunyeicandelo elingenanto elinolwakhiwoImarike iyayixabisa inkqubela phambili ebalulekileyo yezopolitiko kunye neyelizwe. Utyelelo olungalindelekanga lukaMongameli wase-US eTshayina, ukuguquka kwengxabano eMbindi Mpuma, kunye nokutshintsha kwamandla emali kudala izinto ezintsha zokuthenga kwikota yesibini. Le ngxelo inika uhlaziyo olugxile kwezi mpembelelo kunye nefuthe lazo kubathengi beepayipi zentsimbi kwihlabathi liphela.

Impumelelo Yezopolitiko: UMongameli waseMelika Utyelela iTshayina

Kwinkqubela enkulu, uMongameli waseMelika ufike eTshayina kule veki kwintlanganiso ephakamileyo ejolise ekubuyiseleni ubudlelwane phakathi kwamazwe amabini kwezorhwebo nakwezoqoqosho.

Iziphumo zeNgqungquthela: Iingxoxo zokuqala zibonisa ukuba kunokwenzeka ukuba kuncitshiswe imiqathango ethile yorhwebo, kuquka nokuphononongwa kwakhona kweerhafu zeCandelo 232 kwiimpahla zentsimbi ezingeniswa kwamanye amazwe. Akukho zivumelwano zisemthethweni ezibhengeziweyo, kodwa ukunyibilika kwezopolitiko kubalulekile.

Iziphumo zoMgaqo-nkqubo woRhwebo: Ngokubaumbhobho wentsimbiabathumeli ngaphandle, naluphi na unciphiso lwerhafu yaseMelika kumaTshayinaimibhobho yentsimbi yekhabhoni,imibhobho yentsimbi ye-alloyokanyeimibhobho engenamthungo yentsimbi engagqwaliyoiza kuyila utshintsho kwimizila yorhwebo. Abathengi kufuneka bajonge izibhengezo ezisemthethweni ezilindeleke kamva kule nyanga.

Impendulo kwiMarike yeMaliIindaba zengqungquthela zibangele ukuguquguquka kwangoko kumanani okutshintshiselana nge-USD/CNY. I-yuan yaseTshayina yomelele malunga ne-0.8% xa ithelekiswa nedola yaseMelika emva kwesibhengezo, nto leyo echaphazela iindleko zokufika kubathengi bamazwe ngamazwe.

Uhlaziyo lwezePolitiki: Iingxaki zaseMbindi Mpuma Ziyazinza Ngakumbi

Imfazwe yomkhosi ebandakanya i-Iran, i-Israel, ne-United States iyaqhubeka kodwa ngamandla ayo anciphile.

I-Strait yaseHormuz: Imisebenzi yaselwandle isaqhubeka nokugadwa kakuhle yimikhosi yaselwandle. Iindleko ezongezelelweyo zemithwalo yempahla eya eGulf ziye zehla kakhulu.500–500–1,500 kwisikhongozeli ngasinye, ngokulibaziseka kwezothutho ngoku kuphakathiIintsuku ezi-3-7.

Ukuhamba Kokungenisa Kwempahla KwimimandlaAmazwe eBhunga leNtsebenziswano laseGulf ayaqhubeka nokufumanaumbhobho womgca,I-OCTGkunyeumbhobho wolwakhiwoukuthunyelwa kwezinto ngezixhobo zokuhambisa izinto ezilawulekayo.

Amaxabiso AmandlaAmaxabiso eoyile azinzile kwi70–70–Uluhlu lwee-75/imigqomo, ukunciphisa uxinzelelo lweendlekoisithando sombane se-arcimveliso yentsimbi.

Uhlaziyo lweMarike lwekota yesibini ka-2026: Luzinzile ngohlengahlengiso oluqhutywa yimali

Ikota yesibini iyaqhubeka nokubonisa iziseko ezilinganayo, nangona amaxabiso okutshintshiselana ngexabiso elisa utshintsho olutsha kubathengi bamazwe ngamazwe.

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 kunyeimibhobho engenamthungo enobukhulu obukhulu.

Impembelelo yeZinga lokuTshintshiselana kwiRhwebo lweMibhobho yeNsimbi

Isibini semali	Intshukumo Yamva Nje	Intsingiselo kubathengi
I-USD/CNY	-0.8% (iyuan inamandla ngakumbi)	Ixabiso eliphezulu le-USD kwiintengo ezithengiswa nge-CNY
I-EUR/CNY	-0.5% (iyuan inamandla ngakumbi)	Ukunyuka okuphakathi kwexabiso le-EUR
I-USD/CNH (elunxwemeni)	-0.9%	Umkhwa ofanayo, qaphela amathuba okulawula i-arbitrage

Izinto Ezibangela Imfuno NgokweCandelo Lokusetyenziswa Kokugqibela

Icandelo	Inqanaba lomsebenzi wangoku	Iimveliso eziphambili ezifunwayo
Ioyile kunye neGesi	Ihlala ixesha elide, inomthamo ophezulu	Umbhobho womgca we-API 5L X52/X60/X65,I-OCTG,ikheyiji,ityhubhu
Ukuveliswa koMbane	Izinzile, iqhutywa kulondolozo	I-ASTM A213 T11/T22,I-ASTM A335 P11/P22/P91iityhubhu zebhoyila
Iziseko zophuhliso	Ukukhula, i-Asia eseMazantsi kunye neMbindi Mpuma	I-EN 10210 S355J2H,EN 10219amacandelo,iityhubhu zesikwere,I-RHS
Ukwenziwa kweMizi-mveliso	Iphakathi	Iityhubhu ezichanekileyo ezingenamthungo,iityhubhu zoomatshini

Imbonakalo yamaxabiso kwikota yesibini ka-2026

Amaxabiso eePipe ezingenamthungo (imigaqo ye-USD): Izinzile ukuya kwithambile kancinci ngenxa yamandla emali, nangona amaxabiso asekelwe kwi-RMB ehlala eqinile.

Iindleko zempahlaIiprimiyamu eziya kuMbindi Mpuma zehle zaya kwi-5-8% ngaphezu kwesiseko.

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

Uphuhliso oluninzi ekuqaleni ukuya phakathi kuMeyi lubumba imeko yokhuphiswano:

Ingxoxo yoRhwebo phakathi kwe-US ne-China: Ingqungquthela kamongameli iphakamise amathemba okuba kubekho ukunyibilika kweengxaki zorhwebo lwentsimbi. Nakuphi na ukuncitshiswa kweerhafu zeCandelo 232 kuya kuba luncedoumbhobho ongenamthungokwayeumbhobho odibeneyoabathumeli ngaphandle bejolise kwimarike yaseMelika.

Inkqubela ekuphunyezweni kwe-CBAMIKhomishini yaseYurophu ipapashe isikhokelo esihlaziyiweyo malungaImibhalo yenyawo yekhabhoniukuqinisekiswa kokungeniswa kwentsimbi kwamanye amazwe. Ixesha elibekiweyo lokuthobela imithetho alikatshintshi, kodwa iimfuno zoxwebhu zicacisiwe.

Ubuchule obutsha be-EAF kwi-Intanethi: Entshaisithando sombane se-arc (EAF)umzila wemibhobho ongenamthungo uqalile ukuvelisa kumantla eTshayina, wongeza iitoni ezingama-300,000 zomthamo wekhabhoni ephantsi ngonyaka. Oku kwandisa ukufumanekaimibhobho engenamthungo enekhabhoni ephantsikwiiprojekthi ezikhathalela okusingqongileyo.

Umbhobho weProjekthi yoMbindi Mpuma: Iiprojekthi ezintsha zemibhobho kunye nolwakhiwo zibhengezwe eSaudi Arabia nase-UAE, nto leyo egcina imfunoimibhobho edityanisiweyo enobubanzi obukhulukwayeamacandelo angenanto akhiweyoukuhanjiswa kwe-H2 2026.

Ukujonga Izinto Ngokupheleleyo: Amanqaku Aphambili e-Q2 2026

Ibanga lezinto	Izicelo eziphambili	Ixesha lokukhokhela	Intsingiselo yeMfuno yeQ2
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	Iintsuku ezingama-30-40	Izinzile, isekelwe ngokubanzi
I-ASTM A335 P11/P22/P91	Iibhoyila zokuvelisa umbane	Iintsuku ezingama-45-55	Imijikelo yokugcinwa ezinzileyo
I-ASTM A312 TP304/TP316L	Iindawo ezonakalisayo	Iintsuku ezingama-40-50	Eliphakathi, elijolise ngqo kwiprojekthi
I-ASTM A333 Ibanga lesi-6	Inkonzo yobushushu obuphantsi (LNG)	Iintsuku ezingama-40-55	I-Niche, ekhethekileyo
I-EN 10210 S355J2H	Izakhelo zesakhiwo	Iintsuku ezingama-35-45	Ukukhula, iziseko zophuhliso
I-EN 10219 S355J2H	Izakhiwo zoomatshini	Iintsuku ezingama-30-40	Izinzile, ifumaneka ngokubanzi

Iingcebiso zoBuchule bokuThenga ngoMeyi 2026

Ngenxa yemeko-bume eguqukayo, sicebisa amanyathelo alandelayo:

Jonga uphuhliso loRhwebo phakathi kwe-US ne-China: Kubathengi abajolise kwimarike yaseMelika, hlala unolwazi malunga nohlengahlengiso lwerhafu olunokwenzeka emva kwengqungquthela kamongameli. Nakuphi na ukuncitshiswa kwerhafu kwiCandelo 232 kunokuvula amathuba amatsha.

Lawula ukuChaphazeleka kwemaliNjengoko i-yuan iqina xa ithelekiswa nedola, cinga ngamacebo okukhusela okanye ukuphinda uthethe ngeekhontrakthi ezisekelwe kwi-USD ukuze uvale amaxabiso angoku.

Beka ii-oda ze-Q2 kungekudala: Ngokubaumbhobho ongenamthungo,umbhobho we-alloyokanyeityhubhu yebhoyilaIimfuneko ezifunekayo zokuhanjiswa ngoJuni-Julayi, faka ii-odolo kwiiveki ezi-2-3 ezizayo ukuze ufumane iindawo zokuvelisa.

Lungisa uxwebhu lwe-CBAM: Kwimithwalo eya eYurophu, isicelo sigqityiweiipakethi zedatha ye-carbon footprint, kuqukaizatifikethi zamandla aluhlazakwayeukuqinisekiswa komlinganiselo we-scrap, kusekude kakhulu ngaphambi kokuba ithunyelwe.

Cinga ngeenketho ze-Low-Carbon: Kwiiprojekthi ezikhathalela okusingqongileyo, vavanyaimibhobho engenamthungo enekhabhoni ephantsievela kwiifektri ze-EAF – ziya zifumaneka ngakumbi kwiiprimiyamu ezikhuphisanayo.

I-Sanonpipe: Iqabane Lakho Ngokuphathelele Ubunzima Bemarike

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

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.

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.

Ukufikelela kwiHlabathi liphelaIqela elinamava lokuthumela kwamanye amazwe elijongene nothutho, amaxwebhu, kunye nokususwa kwempahla kwihlabathi liphela.

Nxibelelana neqela lethu kule vekiukuxoxa ngesicwangciso sakho sokuthenga kwikota yesibini, ukucela amaxabiso angoku, okanye ukufumana ulwalathiso malunga nophuhliso lwemigaqo-nkqubo yemali kunye norhwebo.