Ephreli 24, 2026 - Ukuhlolwa Kwemakethe Ngaphambi Kweholide kanye Nombono Wekota Yesibili

Njengoba singena esontweni lesithathu lika-Ephreli 2026, ipayipi lensimbi elingenamthungo emhlabeni wonke, ipayipi lensimbi elihlanganisiwe, kanye nemakethe yezingxenye ezingenalutho ezakhiweni kudlula ngesigqi esihlukile: umsebenzi oqinile we-Q2 olinganisela ekumisweni kokusebenza okusondelayo kweholide likaMeyi ezindaweni ezibalulekile zokukhiqiza. Njengoba kusele isonto elilodwa ku-Ephreli, abathengi benza izinqumo zokugcina zokuthola izikhala zokukhiqiza ngaphambi kokuthula kweholide, ngenkathi ngesikhathi esifanayo bebheka ukungezwani okuqhubekayo kwezepolitiki eMpumalanga Ephakathi.

Isibuyekezo Sendawo Yezepolitiki: I-Strait of Hormuz – Indawo Elawulwayo Yengozi

Ingxabano yezempi ehilela i-Iran, i-Israel, ne-United States isingene esigabeni sokungezwani okulawulwayo, njengoba izinqubo ezimisiwe manje sezijwayelekile zokuthunyelwa kwezimpahla zezentengiselwano.

Ukusebenza Kwasolwandle Kujwayelekile: I-Strait of Hormuz isalokhu ingaphansi kwezinqubo zokunakekelwa kwemikhumbi zasolwandle ezithuthukisiwe, kodwa akukho ukwanda okukhulu okwenzeke emasontweni amuva nje. Imizila yokuthumela izimpahla igcine inkokhelo eyengeziwe yempahla engu-$1,000–$3,000 ngesitsha ngasinye sempahla eya eGulf, kanti ukubambezeleka kwezokuthutha kuthatha izinsuku eziyi-10-12 uma kuqhathaniswa nezikhathi zangaphambi kwempi.

Ukugeleza Kokungenisa Kwesifunda: Amazwe e-Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) - ahlanganisa ngaphezu kwama-26% okuthunyelwa kwamanye amazwe kwamapayipi angenamthungo eShayina - ayaqhubeka nokuthola ukuthunyelwa kwamapayipi ensimbi angenamthungo, yize ukuhlela izinto kudinga isikhathi esiqhubekayo sokulinda.

Ukuzinza Kwentengo Yamandla: Amanani kawoyela asefinyelele ku-$78–$85/ububanzi bomgqomo, okunciphisa ingcindezi yezindleko ezisheshayo ekukhiqizweni kwensimbi yesithando sikagesi se-arc ngenkathi kugcinwa iphansi elisekelayo lentengo yamapayipi ensimbi yekhabhoni kanye namapayipi ensimbi e-alloy.

Umphumela Weholide Losuku LukaMeyi: Ukuvalwa Kwefasitela Loku-oda Ngaphambi Kweholide

Iholide elizayo le-May Day (Meyi 1-5) lethula ikhefu elifushane kodwa elibalulekile emisebenzini yokukhiqiza kanye neyokuthutha kulo lonke elaseShayina. Le ndlela yaminyaka yonke inemiphumela ebikezelwayo:

Amashejuli Okukhiqiza: I-Mills izomisa ukusebenza kweholide likazwelonke lezinsuku ezi-5, kanti umkhiqizo uzokhuphuka ufike ezingeni eligcwele ngoMeyi 7-8. Ama-oda afakwe ngemuva kuka-Ephreli 25 ngokuvamile azocutshungulwa emjikelezweni wokukhiqiza ngemva kweholide.

Isikhathi Sokuthuthwa Kwezimpahla: Ukusebenza kwechweba kuzohamba kancane phakathi nesonto lamaholide. Indawo yemikhumbi yokuthumela impahla ehamba ngasekupheleni kuka-Ephreli manje iyaphothulwa.

Iwindi Lokuthenga: Kubathengi abadinga amapayipi angenamthungo, amapayipi ahlanganisiwe, noma izingxenye zesakhiwo ukuze kuhlinzekwe iphrojekthi ekupheleni kukaMeyi noma ekuqaleni kukaJuni, leli sonto limelela ithuba lokugcina lokuthola izikhala zokukhiqiza ngaphambi kweholide.

Isibuyekezo Semakethe sekota yesibili ka-2026: Izisekelo Ezizinzile Ezinokuhlukahluka Kwesifunda

Ikota yesibili iyaqhubeka nokukhombisa izimo zemakethe ezilinganiselayo ngamaphethini acacile esidingo sesifunda.

Ukukhiqizwa Nokunikezwa

Izigayo kulo lonke elase-Asia zisebenza ngokusetshenziswa komthamo ongu-75-80%, ngokukhishwa okuzinzile kwamapayipi ensimbi yekhabhoni, amapayipi ensimbi e-alloy, kanye namapayipi angenasici angenamthungo.

Izikhathi zokuhola zihlala zizinzile: izinsuku ezingama-30-40I-ASTM A106 Ibanga BfuthiI-API 5L GRB, izinsuku ezingu-45-55 zeIngxubevange ye-ASTM A335amapayipi angenamthungo achungechunge kanye nobubanzi obukhulu.

Izindleko zezinto zokusetshenziswa - ama-billet ensimbi yekhabhoni, ama-HR coil, kanye nezinto zokuhlanganisa - zihlale zilinganiselwe kulo lonke u-Ephreli, okunikeza ukubikezela kwamanani.

Abashayeli Bezidingo Ngomkhakha

Imikhiqizo Eyinhloko Yezinga Lomsebenzi Wamanje Wemboni Edingekayo

Uwoyela negesi Kuyaqhubeka, umthamo omkhuluI-API 5L X52Ipayipi lomugqa le-/X60/X65, i-OCTG, ikheyiji, ipayipi

Ukukhiqizwa Kwamandla Okuzinzile, okuqhutshwa ukulungiswa kwe-ASTM A213 T11/T22,I-ASTM A335 P11/P22/Amapayipi ebhoyila e-P91

Ukukhula Kwengqalasizinda, ikakhulukazi i-SE AsiaI-EN 10210 S355J2H, Izingxenye ze-EN 10219, amashubhu asikwele, ipayipi lokufaka inqwaba

Amashubhu aqondile angenamthungo ahlanganisiwe kwezezimboni, amashubhu omshini, amashubhu esilinda se-hydraulic

Umbono Wentengo Wokuphela Kwekota Yesibili Ka-2026

Amanani Amapayipi Angenamthungo: Kulindeleke ukuthi ahlale eqinile kuze kube uMeyi, kanye nokulungiswa okuncane okungenzeka ngoJuni uma izindleko zamandla zikhuphuka.

I-Geopolitical Logistics Premium: Ukuthunyelwa okuya eMpumalanga Ephakathi kuyaqhubeka nokuba ne-premium yezindleko ezingu-10-15% uma kuqhathaniswa nezinye izindawo.

Izindaba Zamuva Zemboni: Amandla, Ukuhweba, kanye Nobuchwepheshe

Intuthuko eziningana ngasekupheleni kuka-Ephreli zakha isimo sokuncintisana:

Umthamo Omusha Wepayipi Elingenamthungo le-EAF Ku-inthanethi: Iqembu lesibili lensimbi laseShayina seliqalile ukukhiqizwa esikhungweni esisha samapayipi angenamthungo se-electric arc furnace (EAF), lenezela amathani angu-250,000 omthamo waminyaka yonke we-carbon low. Lokhu kwandisa ukutholakala kwamapayipi angenamthungo angenamthungo anezilinganiso eziphakeme ze-scrap kanye nokusetshenziswa kwamandla aluhlaza - okubaluleke kakhulu kubathengi baseYurophu ababhekene nezidingo ze-CBAM.

Ukuqinisekiswa kwe-CBAM Kuyaqina: IKhomishini yaseYurophu imemezele ukuhlolwa okuthuthukisiwe kwemibhalo yedatha ye-carbon footprint ekungenisweni kwensimbi, kusukela ngoMeyi 1. Abangenisi kumele baqinisekise ukuthi imibiko yokukhishwa kwegesi ethile inembile futhi iyaqinisekiswa.

Ipayipi Lengqalasizinda YaseMpumalanga Ephakathi: Kumenyezelwe amaphrojekthi amaningana amakhulu okudlulisa amanzi kanye nokwakha eSaudi Arabia nase-UAE, okudala isidingo esiqhubekayo samapayipi ahlanganisiwe anobubanzi obukhulu kanye nezingxenye ezingenalutho zesakhiwo zokulethwa kwe-H2 2026.

Ukugqanyiswa Kwezinto Ezibalulekile: Isidingo Sekota Yesibili Nezikhathi Zokuhola

Isicelo Sokhiye Webanga Lokuqukethwe Isikhathi Sokuhola Isidingo Se-Q2 Umkhuba

I-API 5L X52/X60/X65 Amapayipi kawoyela negesi izinsuku ezingu-35-45 Ahlala isikhathi eside, anomthamo omkhulu

I-ASTM A106 Grade B/C Isevisi yokushisa okuphezulu izinsuku ezingama-30-40 Izinzile, isekelwe ebanzi

Amabhoyila e-ASTM A335 P11/P22/P91 Amandla okukhiqiza ugesi izinsuku ezingu-45-55 Imijikelezo yokulungisa eqinile

I-ASTM A312 TP304/TP316L Izindawo ezigqwalisayo Izinsuku ezingama-40-50 Ezimaphakathi, eziqondene nephrojekthi

I-EN 10210 S355J2H (eqediwe kahle) Izinhlaka zesakhiwo Izinsuku ezingama-35-45 Ukukhula, ingqalasizinda

I-EN 10219 S355J2H(eyakhiwe ngokubandayo) Izakhiwo zemishini izinsuku ezingama-30-40 Izinzile, itholakala kabanzi

I-ASTM A333 Ibanga 6 Isevisi yokushisa okuphansi Izinsuku ezingama-40-55 I-Niche, amaphrojekthi akhethekile

Izincomo Zokuthengwa Kwamasu Evikini Langaphambi Kweholide

Njengoba iholide likaMeyi lisondela, sincoma lezi zenzo ezilandelayo:

Qedela Ama-oda Aphuthumayo E-Q2 Kuleli Sonto: Ukuze uthole izidingo zamapayipi angenamthungo, amapayipi e-alloy, noma amapayipi amakhulu adingekayo ekulethweni ngasekupheleni kukaMeyi noma ngoJuni, faka ama-oda ngaphambi kuka-Ephreli 25 ukuze uthole isabelo sokukhiqiza ngaphambi kweholide.

Uhlelo Lwezikhathi Zokuhola Ngemva Kweholide: Ama-oda abekwe phakathi nesonto lamaholide (Meyi 1-5) azocutshungulwa kusukela ngoMeyi 6. Faka lokhu kumiswa ekubalweni kwakho kokulethwa.

LungiselelaI-CBAMImibhalo Kusenesikhathi: Uma uthumela impahla eYurophu, qiniseka ukuthi umthumeli wepayipi lakho lensimbi uhlinzeka ngamaphakheji edatha ephelele ye-carbon footprint, okuhlanganisa izitifiketi zamandla aluhlaza kanye nokuqinisekiswa kwesilinganiso se-scrap, kusenesikhathi ngaphambi kokuthunyelwa.

Ukuthunyelwa Okuphephile Kwezindawo Eziya EGulf: Ngokuthunyelwa kwamapayipi olayini kanye ne-OCTG eMpumalanga Ephakathi, gcina isikhathi sokulinda amasonto ama-2-3 ekuhleleni kwakho kokuthunyelwa ngenxa yokulungiswa okuqhubekayo komzila.

I-Sanonpipe: Umlingani Wakho Ngezigqi Zemakethe

Njengomhlinzeki wesevisi yamapayipi ensimbi asebenza ndawonye, ​​sizibophezele ekubeni ngumlingani othembekile kakhulu emkhakheni wezimboni osezingeni eliphezulu emhlabeni jikelele. Amakhono ethu afaka:

Isitoko Esiphelele: Cishe amathani angu-200,000 amapayipi ensimbi angenamthungo (ikhabhoni ne-alloy), kanye namathani angu-10,000 amapayipi ahlanganisiwe, amapayipi ayisikwele/angunxande, kanye namapayipi ensimbi engagqwali.

Uchungechunge Lokuphakelwa Kwekhabhoni Eliphansi: Ubambiswano nezimboni ezihlinzeka ngokukhiqiza kwe-EAF, izilinganiso eziphezulu ze-scrap (20-25%), kanye namandla aluhlaza (30-50%), okusekelwa ukubika kwedatha yekhabhoni okuhambisana ne-CBAM.

Ukusekelwa Kwesevisi Egcwele: Kusukela ekuqinisekisweni kwezinto zokusetshenziswa kuya ekupakisheni, ekumbozeni nasekuthumeleni - senza lula uchungechunge lwakho lokuhlinzeka kuzo zonke izindawo zomhlaba.

Xhumana nethimba lethu kuleli sonto ukuze uqedele ama-oda akho angaphambi kweholide noma uxoxe ngesu lakho lokuthenga le-Q2 2026.