16 Ephreli 2026 - Ukuhlaziywa Kwemboni kanye Nombono Wemakethe

Njengoba singena esontweni lesibili lika-Ephreli 2026, ipayipi lensimbi elingenamthungo emhlabeni wonke, ipayipi lensimbi elihlanganisiwe, kanye nemakethe yezingxenye ezingenalutho ezakhiweni idlula endaweni echazwa ukungezwani okuqhubekayo kwezepolitiki eMpumalanga Ephakathi kanye nesimo sokuzinza kwesidingo. Njengoba ikota yesibili isiqalile, abathengi nabaphakeli bahlela kabusha amasu asekelwe ezimweni zangempela zezokuthutha, abashayeli bezidingo zesifunda, kanye nokuguquguquka kwamanani okushintshashintshayo.

Isibuyekezo Sezepolitiki: Isimo Se-Strait of Hormuz Siyashintsha

Impi yezempi ehilela i-Iran, i-Israel, ne-United States iyaqhubeka nokuthonya imizila yokuhweba yomhlaba wonke kanye nezimakethe zamandla njengoba u-Ephreli eqhubeka.

Izinqubo Zokuphepha Kwasolwandle: I-Strait of Hormuz isalokhu iyindawo eyingozi elawulwayo, njengoba amasosha olwandle aphesheya kwezilwandle manje ephelezela imikhumbi yezentengiselwano. Nakuba lokhu kunciphise ingozi yokuhlaselwa okuqondile, imigqa yemikhumbi igcina izinketho zokushintsha umzila kanye nezindleko ezengeziwe zempahla ezingu-$1,200–$3,500 ngesitsha ngasinye semithwalo eya eGulf.

Umthelela Wezokuthutha Zesifunda: Amazwe e-Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) – ahlanganisa ngaphezu kwama-26% wokuthunyelwa kwamapayipi okungenamthungo eShayina – aqhubeka nokubhekana nezikhathi zokuhola ezinde zamasonto ama-2-3 zokuthunyelwa kwensimbi engenayo.

Ukuzinza Kwemakethe Yamandla: Amanani kawoyela azinzile kusukela ku-$80–$88/ububanzi bomgqomo, okunciphisa ukucindezeleka kwezindleko ezisheshayo ekukhiqizweni kwensimbi yesithando sikagesi ngenkathi kugcinwa phansi kuqinile ngaphansi kwepayipi lensimbi yekhabhoni, ipayipi lensimbi ye-alloy, kanye nentengo yamapayipi angenasici angenamthungo.

Izisekelo Zemakethe ze-Q2 2026: Ukunikezwa Okulinganiselayo kanye Nesidingo Sesifunda

Ikota yesibili ibukeka njengesikhathi sezisekelo ezizinzile ezinamaphethini ahlukile esidingo sesifunda.

Ukunikezwa Nokukhiqiza

Izimboni kulo lonke elase-Asia zisebenza ngokusetshenziswa kwamandla angu-75-80%, zinokuguquguquka okwanele ukwamukela ukuguquguquka kwenani lama-oda.

Izikhathi zokuhola zamazinga ajwayelekile epayipi angenamthungo zihlala zizinzile: izinsuku ezingama-30-40 ze-ASTM A106 Grade B kanye ne-API 5L B, kanye nezinsuku ezingama-45-60 ze-I-ASTM A335uchungechunge lwe-alloy kanye namapayipi angenamthungo anobubanzi obukhulu.

Izindleko zezinto zokwakha – okuhlanganisa ama-billet ensimbi yekhabhoni kanye nezinto zokuhlanganisa – ziye zaqina ngemva kokuguquguquka kwe-Q1, okunikeza ukwesekwa kwezindleko ezingabikezelwa.

Abashayeli Besidingo Ngesifunda

Imikhiqizo Eyinhloko Ebangela Isidingo Esiyinhloko Sesifunda

IMpumalanga Ephakathi kanye ne-Asia Ephakathi Imikhankaso yokubhoboza esebenzayo, amaphrojekthi epayipiI-API 5L X52Ipayipi lomugqa le-/X60/X65, i-OCTG, ikheyiji, ipayipi

Ukuthuthukiswa kwengqalasizinda eNingizimu-mpumalanga ye-Asia, ukwakhiwa kwezakhiwo Amapayipi esakhiwo, amashubhu asikwele, izingxenye ezingenalutho eziyisikwele (RHS), ipayipi lokufaka inqwaba

Ukugcinwa kwezikhungo zikagesi zaseYurophu, ukuguqulwa kwamandla Amashubhu ebhoyila, amashubhu okushintshanisa ukushisa, amapayipi angenamthungo anekhabhoni ephansi (ahambisana ne-CBAM)

Ukulungiswa kwezimboni eNyakatho Melika, ukushintshwa kwamapayipiI-ASTM A106 B/C, ASTM A333 Ibanga 6 (izinga lokushisa eliphansi)

Umbono Wentengo wekota yesibili ka-2026

Amanani Amapayipi Angenamthungo: Kulindeleke ukuthi ahlale ehambisana nobubanzi ngaphakathi kwebhendi engu-3-5% kuze kube yikota yesibili, esekelwa izinto zokusetshenziswa ezizinzile kanye nesidingo esiqhubekayo.

Amanani Epayipi Elihlanganisiwe: Kulindeleke ukuzinza okufanayo, kanye nokulungiswa okuncane okusekelwe ekushintsheni kwentengo yekhoyili ye-HR (khoyili egoqekile eshisayo).

I-Geopolitical Premium: Izindleko ze-logistics zokuthunyelwa okuya eMpumalanga Ephakathi zisalokhu ziphakeme ngo-10-15% uma kuqhathaniswa namazinga angaphambi kwengxabano.

Izindaba Zamuva Zemboni: Ukwandiswa Kwamandla kanye Nokugxila Kwensimbi Eluhlaza

Intuthuko eziningana ekuqaleni kuka-Ephreli ziqokomisa isimo sokuncintisana esishintshayo:

Amandla Amasha e-EAF e-Asia: Iqembu elikhulu lensimbi laseShayina limemezele ukuqaliswa komugqa omusha wokukhiqiza amapayipi angenamthungo we-electric arc furnace (EAF), okwengeza amathani angu-300,000 wamandla waminyaka yonke. Lokhu kwanda kugxile kumapayipi angenamthungo angenakhabhoni aphansi asebenzisa izilinganiso eziphezulu ze-scrap kanye namandla aluhlaza, kugxilwe eYurophu nasekhaya.izimakethe.

Izinsuku Zokugcina Zokuthobela Imithetho ye-CBAM: IKhomishini yaseYurophu iqinisekisile ukuthi ikota yesibili ka-2026 izobona ukuqinisekiswa okwandisiwe kwedatha ye-carbon footprint yemikhiqizo yensimbi engenisiwe. Abangenisi kumele manje banikeze imibiko yokukhishwa kwegesi okuqondene neqembu elithile noma babhekane nezijeziso ezingaba khona.

Ukuvunyelwa Kwengqalasizinda: Ohulumeni abaningana baseNingizimu-mpumalanga ye-Asia bavumile amaphrojekthi amasha ezokuthutha kanye nokudluliselwa kwamanzi, okudala isidingo esengeziwe samapayipi esakhiwo kanye namapayipi ahlanganisiwe anobubanzi obukhulu be-H2 2026.

Ukugxila Kwezinto Ezibalulekile: Amabanga Ayisihluthulelo e-Q2 2026

Abathengi abahlela izidingo ze-Q2 kufanele babeke phambili lezi zincazelo ezifunwa kakhulu:

Isikhathi Sokuhola Sokusetshenziswa Kwebanga Lokuqukethwe Q2 Umkhuba Wokufuna

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

Ama-boiler e-ASTM A335 P11/P22/P91 Aphehla ugesi izinsuku ezingama-45-60 Azinzile kusukela ekulungisweni

I-ASTM A312 TP304/TP316L Izindawo ezigqwalisayo izinsuku ezingama-40-50 Ezimaphakathi, ezikhethekile

I-EN 10210 S355J2HUhlaka lwesakhiwo izinsuku ezingu-35-45 Ukukhula, ingqalasizinda

I-EN 10219 S355J2HIzakhiwo zemishini izinsuku ezingama-30-40 Ezizinzile, ezitholakala kabanzi

Isevisi yezinga lokushisa eliphansi le-ASTM A333 Ibanga 6 Izinsuku ezingama-40-55 I-Niche, eqondene nephrojekthi

Izincomo Zokuthengwa Kwamasu

Ngokusekelwe ezimweni zamanje zemakethe, sincoma izinyathelo ezilandelayo ze-Q2 2026:

Izikhala Zokukhiqiza ze-Q2 Ezivikelekile Manje: Njengoba imishini isebenza kahle, ukubeka ama-oda amapayipi ensimbi ahlanganisiwe namapayipi amakhulu angenamthungo phakathi kwamasonto amabili kuya kwamathathu azayo kuyanconywa ukuqinisekisa ukuthi amafasitela okulethwa ayathandwa.

Uhlelo Lwezimo Eziphuthumayo Zokuthutha: Ngokuthunyelwa okuya eGulf, cabanga ngamaviki angu-2-3 esikhathi se-buffer bese uqinisekisa izinhlelo zokuhambisa impahla nomthumeli wakho wamapayipi ensimbi ngaphambi kokuqedela amashejuli okulethwa.

Lungisa Amadokhumenti Okuthobela Imithetho YaseYurophu: Uma uhlinzeka kumaphrojekthi aseYurophu, cela idatha ye-carbon footprint, izitifiketi zamandla aluhlaza, kanye nemibiko yesilinganiso se-scrap kumhlinzeki wakho kusenesikhathi ukuqinisekisa ukulungela kwe-CBAM.

Cabanga Ngokubeka Impahla Esitolo: Ngamanani azinzile kanye nokunikezwa okulinganiselayo, abathengi bangacabanga ngokwakha amasheya okuphepha emazingeni aphezulu okushintshana njenge-ASTM A106 Grade B kanye ne-API 5L X52 ukuze bavikele kunoma yikuphi ukuphazamiseka kwaphakathi nekota yesibili.

I-Sanonpipe: Umlingani Wakho Wempumelelo Yekota Yesibili Ka-2026

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

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

Uchungechunge Lokuphakelwa Kwekhabhoni Eliphansi: Ubambiswano nezimboni ezihlinzeka ngamandla aluhlaza, izilinganiso eziphezulu ze-scrap, kanye nokukhiqizwa kwe-EAF, okusekelwa ukubika kwedatha yekhabhoni okuhambisana ne-CBAM.

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

Xhumana nethimba lethu namuhla ukuze nixoxe ngesu lakho lokuthenga lekota yesibili ka-2026, ucele amanani amanje, noma uthole isiqondiso esithile sokuhamba endaweni yamanje yemakethe.