Agasti 5, 2026 - Umbono Wemboni Wochwepheshe Bochungechunge Lokuhlinzeka Ngempahla Emhlabeni Wonke

Njengoba imboni yomhlaba wonke yamapayipi ensimbi ingena ku-Agasti, inyanga yesibili yekota yesithathu ka-2026, indaba yemakethe iyashintsha. Ngenkathi izinselele zezokuthutha kanye nokungezwani kwezepolitiki kuqhubeka, ukugxila kuphendukela ezimpawini zesidingo sekota yesi-4, ukulungiswa kwamandla okukhiqiza, kanye nethonya elikhulayo lokusungula izinto ezintsha ezinqumweni zokuthenga. Lo mbiko uhlola lezi zinto ezibalulekile ezibangela lokhu.

Ukuguquguquka Kwemakethe: Izimpawu Zokukhiqiza, Amandla, kanye Nezidingo

Ukulungiswa Kohlangothi Lokunikezela:

Ukulungiswa Okuhleliwe: Izimboni ezinkulu eziningana e-Asia zimemezele ukuvalwa okuhleliwe kokulungiswa kwekota yesithathu, okuzonciphisa okwesikhashana umkhiqizoamapayipi angenamthungofuthiamapayipi ensimbi engxubevange.

Ukusetshenziswa Kwamandla: Ama-Mill okwamanje asebenza ngesilinganiso samandla angu-75-80%, kanye nokuguquguquka okuthile kokulungisa umkhiqizo ngokusekelwe ekuthathweni kwe-oda.

Amandla Amasha e-EAF: Ukuqaliswa kwamuva nje kwemisebenzi emishaisithando somlilo se-arc kagesi (i-EAF)amandla ayaqhubeka nokwengeza ekutholakaleni kweamapayipi angenamthungo anekhabhoni ephansi.

Umbono Wesidingo Sekota Yesine Ka-2026:

Uwoyela negesi: Isidingo esiqhubekayo seIpayipi lomugqa we-API 5LfuthiI-OCTGkusukela emisebenzini yokuhlola nokukhiqiza eqhubekayo, ikakhulukazi eMpumalanga Ephakathi nase-Asia-Pacific.

Ukukhiqizwa Kwamandla: Izidingo eziqhubekayo zeamashubhu ebhoyilafuthiamashubhu okushintshanisa ukushisakusukela emijikelezweni yokulungisa kanye namaphrojekthi amasha.

Ingqalasizinda: Isidingo esiqhubekayo se-amapayipi esakhiwofuthiIzingxenye ezingenalutho ezijwayelekile ze-ENkwemisebenzi yokwakha kanye nobunjiniyela bezakhiwo.

Izimoto Nemishini: Isidingo esimaphakathi seamashubhu angenamthungo ngokunembafuthiipayipi lomshini.

Isimo Senqubomgomo Yezwe Nezezohwebo

Ukungezwani kwezepolitiki:

Emaphakathi Mpumalanga: I-Strait of Hormuz isalokhu iyindawo yokuhamba ezinzile kodwa eqashwe ngokucophelela, enezinqubo zokuthutha ezimisiwe.

I-Eastern Europe: Ingxabano eqhubekayo iyaqhubeka nokuthinta ingqalasizinda yamandla yesifunda kanye namaphethini okuhweba.

I-Asia-Pacific: Izingxabano zendawo kanye nokungezwani kwezohwebo kwengeza ungqimba lwengozi emizileni yokuthutha izimpahla.

Inqubomgomo Yokuhweba:

I-EU CBAM: Indlela Yokulungisa Umngcele Wekhabhoni iyaqhubeka nokuba yisici esibalulekile sokuthobela imithetho, esidinga idatha yekhabhoni eqinisekisiwe.

Isigaba 232 sase-US: Ukubuyekezwa kwezindleko zensimbi kudala ukungaqiniseki okuqhubekayo kwenqubomgomo.

Isibuyekezo Sezindleko Zemali Nezokuthutha

Isici	Ithrendi Yakamuva	Okushoyo Kubathengi
Izinga Lokushintshanisa le-USD/CNY	UYuan ubonisa ubuthakathaka obuncane	Inzuzo engaba khona yezindleko zokuthenga okune-USD.
Izindleko Zokuthutha Ngolwandle	Kuzinzile ngemva kokunyuka kwe-Q3, kodwa kuhlala kusezingeni eliphezulu	Izindleko zezokuthutha ziyaqhubeka nokuba yingxenye ebalulekile yezindleko eziphelele zokufika.
Izindleko Zokungezelelwa Kwempahla	Izindleko ezengeziwe zesizini ephezulu zisasebenza	Cabanga ngesabelomali kanye nesikhathi sokulethwa kwezidingo.

Ukubukwa Kwezinto Ezibalulekile: Amabanga Ayisihluthulelo e-Q4 2026

Ibanga/Okujwayelekile Kwezinto	Isicelo Esiyinhloko	Isitayela Sesidingo Se-Q4	Amanothi
I-API 5L X52 / I-X60 / I-X65	Amapayipi kawoyela negesi	Ihlala isikhathi eside, ivolumu ephezulu	I-X65 isalokhu idingeka kakhulu kumaphrojekthi aphesheya kwezilwandle.
I-ASTM A106 Ibanga B/C	Isevisi yokushisa okuphezulu	Izinzile, isekelwe kabanzi	Ibanga C lezidingo zamandla aphezulu.
I-ASTM A335 P11 / P22 / I-P91	Ukukhiqizwa kwamandla (ama-superheater)	Izinzile	I-P91 yezitshalo ezisebenza kahle kakhulu.
I-ASTM A213 T11 / T22 / I-T91	Amapayipi ebhoyila	Izinzile	Kubalulekile ekunakekelweni komkhakha wamandla.
I-ASTM A312 TP304 / TP304L	Izindawo ezonakalisayo	Okumaphakathi	I-TP304L yokuthuthukisa ukushibilika.
I-ASTM A312 TP316 / TP316L	Ulwandle, amakhemikhali, ukugqwala okuphezulu	Ukukhula	Isidingo esiqhutshwa amaphrojekthi okushintsha kwamandla.
I-ASTM A333 Ibanga 6	Isevisi yesimo sezulu esiphansi (i-LNG)	I-Niche, kodwa ebucayi	Kubalulekile ekusetshenzisweni kwe-cryogenic.
I-ASTM A790 (i-Duplex 2205)	Ugu lolwandle, ukugqwala okuphezulu	Ukukhula	Isihluthulelo semikhakha yasolwandle kanye namakhemikhali.
I-EN 10210-1 S355J2H	Izinhlaka zesakhiwo eziqediwe ngokushisa	Ukukhula	Kubalulekile engqalasizinda yaseYurophu.
I-EN 10219-1 S355J2H	Izakhiwo ezakhiwe ngokubandayo, i-scaffolding	Isitebele	Kusetshenziswa kabanzi ekwakheni.
I-NACE MR0175 (Insizakalo Emuncu)	Imelana ne-H2S ku-oyela negesi	I-Niche, kodwa ebucayi	Kuyadingeka ezindaweni ezinzima ezingaphansi komhlaba.
Amashubhu Angenamthungo Okuqondile	Amasilinda e-hydraulic, izimoto	Okumaphakathi	Amabanga amasha e-HSLA ayavela.

Izincomo Zokuthengwa Kwamasu Eziqondisiwe zekota yesi-4 ka-2026

Uhlelo Lwemiphumela Yokulungisa: Cabangela ukwehla kokukhiqiza okungenzeka ngenxa yokulungiswa kwemishini lapho uhlela ukulethwa kwekota yesi-4.

Qapha Izingozi Zezwe: Hlala unolwazi ngentuthuko ethinta imizila ebalulekile yokuthumela impahla.

Imali Yokusebenzisa: Izinga lamanje le-USD/CNY linikeza ithuba elingenzeka lezinkontileka ezisekelwe ku-USD ezingabizi kakhulu.

Beka Kuqala Ukusimama: Qinisekisa ukuthi abahlinzeki bahlinzeka ngamaphakheji edatha yekhabhoni agcwele ahambisana ne-CBAM.

Bandakanya Kusenesikhathi: Xhumana naweumthumeli wepayipi lensimbiukuxoxa ngezidingo zakho ze-Q4 kanye nezikhala zokukhiqiza ezivikelekile.

I-Sanonpipe: Umlingani Wakho We-Q4 Nangale

Sinikeza uhla oluphelele lweamapayipi ensimbi angenamthungo, amapayipi ensimbi ahlanganisiwe, futhiizingxenye ezingenalutho ezakhiweni, futhi sizibophezele ekukusizeni ukuthi uqonde imakethe.

Xhumana nethimba lethuukuxoxa ngezidingo zakho ezithile kanye nesu lokuthenga le-Q4.

Amagama angukhiye:ipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, izingxenye ezingenalutho ezakhiweni, EN 10210, EN 10219, S355J2H, API 5L, ASTM A106, ASTM A335, ASTM A213, ASTM A312, ASTM A333, ASTM A790, ipayipi lensimbi yekhabhoni, ipayipi lensimbi ye-alloy, ipayipi lensimbi engagqwali elingenamthungo, ipayipi lensimbi engagqwali eline-duplex, i-OCTG, ipayipi lomugqa, ipayipi lebhoyila, ipayipi lokushintshanisa ukushisa, ipayipi elingenamthungo elinembile, Q4 2026, isu lokuthenga, umthumeli wepayipi lensimbi.