Njengoba umhlaba wonkeipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, futhiingxenye engenalutho yesakhiwoImboni idlula enyangeni yesibili yekota yesithathu ka-2026, isimo esiyinkimbinkimbi sezinqubomgomo zokuhweba ezishintshashintshayo, ukungezwani okuqhubekayo kwezepolitiki, kanye nezingcindezi zezindleko ezishintshayo kwakha amasu okuthenga. Ngenkathi izinselelo ezisheshayo zokuthutha okukhulu olwandle kanye nokuguquguquka kwemali kuqhubeka, ukugxila kuya ngokuya kuphendukela ekutholakaleni kwezinto ezithile kanye nokusebenza kwamaphrojekthi azayo.
Intuthuko Yenqubomgomo Yezepolitiki Nezohwebo: Isimo Esingaphansi Esiqhubekayo
Ukuphepha KweMpumalanga Ephakathi Nolwandle: I-Strait of Hormuz isalokhu iyisici esiqashwe ngeso lokhozi, njengoba amaphrimiyamu engozi asunguliwe kanye nezinqubo zokuhambisa manje sezihlanganiswe nezindleko zokuqala zezokuthutha. Imizila yokuthumela izimpahla igcina izinhlelo zesimo esiphuthumayo, iqinisekisa imizila yokulethwa kwezimpahlaI-OCTGfuthiipayipi lomugqahlala uvulekile.
Izinyathelo Zokuhweba: I-Carbon Border Adjustment Mechanism (CBAM) ye-EU manje isihlanganiswe ngokugcwele enqubweni yokuthobela imithetho, ifuna idatha yekhabhoni eqinisekisiwe. Ukubuyekezwa kwentela yesigaba 232 sase-US kuyaqhubeka nokudala isizinda sokungaqiniseki kwenqubomgomo yeipayipi lensimbi yekhabhoniukuhweba.
Amanani Amandla: Amanani kawoyela kulindeleke ukuthi ahlale encike ebangeni, okuhlinzeka ngokubikezela izindleko ezithile zokukhiqizwa kwensimbi esebenzisa amandla amaningi.
Ukuguquguquka Kwemakethe: Ukukhiqizwa, Isidingo, kanye Nobuhlakani Bezinto Ezibonakalayo
Ukulungiswa Kohlangothi Lokunikezela: Ukuvalwa kokulungisa okuhleliwe ezigayweni eziningana ezinkulu e-Asia kuzonciphisa okwesikhashana umkhiqizoamapayipi angenamthungofuthiamapayipi ensimbi engxubevangengasekupheleni kwekota yesi-3, okungenzeka kuqinise ukuphakelwa kwekota yesi-4.
Umbono Wesidingo Sekota Yesine Ka-2026: Isidingo esiqhubekayo seIpayipi lomugqa we-API 5LfuthiI-OCTGkusukela emisebenzini yokuhlola nokukhiqiza eqhubekayo, ikakhulukazi eMpumalanga Ephakathi nase-Asia-Pacific. Izidingo eziqhubekayo zeamashubhu ebhoyilafuthiamashubhu okushintshanisa ukushisakusukela emijikelezweni yokulungisa kanye namaphrojekthi amasha okuphehla ugesi. Isidingo esiqhubekayo seamapayipi esakhiwofuthiIzingxenye ezingenalutho ezijwayelekile ze-ENkwemisebenzi yokwakha kanye nobunjiniyela bezakhiwo.
Isibuyekezo Sezindleko Zemali Nezokuthutha: Umthelela Ezindleko Eziphelele Zokufika
| Isici | Ithrendi Yakamuva | Okushoyo Kubathengi |
| Izinga Lokushintshanisa le-USD/CNY | UYuan ubonisa ubuthakathaka obuncane | Inzuzo engaba khona yezindleko zokuthenga okune-USD, kodwa lokhu kungase kuncishiswe ezinye izindleko. |
| 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 nangale kwalokho
| 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-API 5L X70 | Amapayipi ahamba ibanga elide futhi anomfutho ophezulu | Ukukhula, okuqondene nephrojekthi | Kudinga izinqubo zokushisela ezithuthukisiwe. |
| I-ASTM A106 Ibanga B/C | Isevisi yokushisa okuphezulu | Izinzile, isekelwe kabanzi | Ibanga C lezidingo zamandla aphezulu. |
| I-ASTM A335 P11/ P22 / P91 | Ukukhiqizwa kwamandla (ama-superheater) | Izinzile | I-P91 yezitshalo ezisebenza kahle kakhulu. |
| I-ASTM A213 T11/ T22 / 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 ezakhiweniSizibophezele ekukusizeni ukuthi uqonde imakethe.
Xhumana nethimba lethuukuxoxa ngezidingo zakho ezithile kanye nesu lokuthenga le-Q4.
Amagama angukhiye:ipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, isakhiwoizingxenye ezingenalutho, I-EN 10210, I-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 elingenamthungo lensimbi engagqwali, ipayipi elingenamthungo le-duplex, i-OCTG, ipayipi lomugqa, ipayipi lebhoyila, ipayipi lokushintshanisa ukushisa, ipayipi elingenamthungo eliqondile, Q4 2026, isu lokuthenga, umthumeli wepayipi lensimbi.
Isikhathi sokuthunyelwe: Agasti-19-2026
