Julayi 2, 2026 - Ukuhlaziywa Kwemboni Kwabathengi BaseYurophu Nabomhlaba Wonke

Njengoba singena enyangeni yokuqala yekota yesithathu ka-2026, umhlaba wonkeipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, futhiingxenye engenalutho yesakhiwoImakethe yakhela phezu kwezisekelo eziqinile ezibekwe engxenyeni yokuqala yonyaka. Umsebenzi omkhulu wezombusazwe wezinyanga zakamuva, okuhlanganisa nezingqungquthela eziphezulu ezihilela i-US, iRussia, kanye nezinye izizwe, udale isizinda sethemba eliqaphile lokuhweba. Kubathengi baseYurophu, ukugxila manje sekushintshela ekufezeni izinhlelo zokuthenga ze-H2, ukubheka izidingo ze-CBAM, kanye nokuthola izimpahla ezisezingeni le-EN. Lo mbiko unikeza isibuyekezo samasu sekota ezayo.

Isimo Sezombusazwe Nesezwe: Isisekelo Esisha Sokuhweba

Uchungechunge lwemihlangano esezingeni eliphezulu eBeijing seluphelile, lushiya ifa lengxoxo eqhubekayo kanye nokulungiswa kwenqubomgomo okungenzeka.

Ubudlelwano be-US-China: Ingxoxo Iyaqhubeka
Ngemva kwengqungquthela kamongameli, izingxoxo zezinga lokusebenza mayelana nezinhlaka zokuhweba, okuhlanganisa nesakhiwo sentela yeSigaba 232, ziyaqhubeka.

Isimo Sokubuyekezwa KwentelaAmaqembu okusebenza asebenza emazweni amabili ayaqhubeka nokubuyekeza kwawo. Nakuba kungekho zinguquko ezisemthethweni ezimenyezelwe, ukuxhumana okuqhubekayo kuyinkomba enhle yesikhathi esizayo.ipayipi lensimbi elingenamthungofuthiipayipi lensimbi elihlanganisiweukugeleza kokuhweba.

Ukusizakala Kwezohwebo: Ukuzibophezela ekwenzeni lula amadokhumenti kunganciphisa izikhathi zokuphatha zokuthunyelwa kwezimpahla kwamanye amazwe.

Ukubambisana Kwamandla eRussia-China
Izivumelwano ezivela ekuvakasheni kukaMongameli Putin zihumusha ekuhleleni amaphrojekthi.

Ukuthuthukiswa KwepayipiAmaphrojekthi amasha omzila wegesi yemvelo azothuthukisa isidingo sesikhathi esizayoipayipi lomugqa elinobubanzi obukhulufuthiI-API 5L X65/X70amapayipi angenamthungo.

Izindlela Zokuxazulula IzinkingaUkusetshenziswa okwandisiwe kwesivumelwano se-Ruble-Yuan kunciphisa izindleko zokuguqulwa kwemali zokuthengiselana okubili.

Ukungezwani KwaseMpumalanga Ephakathi Kuzinzile

I-Strait of Hormuz: Imisebenzi yasemanzini icishe ibe yinto evamile, kunezindleko ezincane kakhulu zokuthutha impahla kanye nokubambezeleka kwezokuthutha kwempahla eya eGulf.

Amanani Amandla: Uwoyela uzinzile ku$63–$68/ububanzi bebhareli, ukunciphisa ingcindezi yezindlekoisithando somlilo se-arc kagesiukukhiqizwa kwensimbi.

Isibuyekezo se-Q2 2026: Ikota Yokusebenza Okuzinzile

Ikota yesibili yaphetha ngezimo zemakethe ezilinganisiwe, ezihlinzeka ngesisekelo esiqinile se-H2.

Ukukhiqizwa Nokunikezwa

Izimayini kulo lonke elase-Asia zazisebenza e-Ukusetshenziswa kwamandla angu-75-80%ngomphumela ozinzile weamapayipi ensimbi yekhabhoni, amapayipi ensimbi engxubevange, futhiamapayipi angenamthungo ensimbi engagqwali.

Izikhathi zokuhola zahlala zifana:Izinsuku ezingu-30-40ngobaI-ASTM A106 Ibanga BfuthiI-API 5L B, Izinsuku ezingu-45-55ngobaI-ASTM A335uchungechunge lwe-alloy kanyeamapayipi angenamthungo anobubanzi obukhulu.

NgobaIzinto ezijwayelekile ze-EN, izikhathi zokuhola ngokuvamile zazisukela ku-Izinsuku ezingama-35-50kuye ngezimfuneko zebanga kanye nesitifiketi.

Isifinyezo Sezinga Lokushintshanisa (kusukela ngomhlaka-2 Julayi 2026)

I-Currency Pair	Ukunyakaza vs. Inyanga Eyodwa Edlule	Umphumela kubathengi baseYurophu
I-EUR/CNY	-0.3% (i-yuan iqine kancane)	Ukwenyuka okuncane kwezindleko ze-EUR
I-USD/CNY	-0.2% (isitezi se-yuan)	Izindleko ze-USD ezizinzile
i-EUR/USD	-0.1% (i-euro eqinile)	Umthelela omncane

I-Q3 2026 kanye ne-H2 Outlook: Ukugxila kweYurophu

Kubathengi baseYurophu, izitayela eziningana ezibalulekile zizochaza isimo sokuthengwa kwempahla ezinyangeni ezizayo.

Imithethonqubo ye-CBAM kanye ne-Green Steel

Izinga LemibhaloAmaphakheji edatha ye-carbon footprint—kufaka phakathiizitifiketi zamandla aluhlaza, ukuqinisekiswa kwesilinganiso se-scrap, kanye nemibiko yokukhishwa kwegesi ethile—manje sekuyimfuneko ejwayelekile yokuthobela imithetho.

Okulindelwe Ukuqinisekiswa: Ukuqinisekiswa komuntu wesithathu (isb., i-ISO 14064, i-ISO 14067) kulindeleke kakhulu ngabathengi nabalawuli baseYurophu.

Imiphumela Yezindleko: Amanani e-carbon e-EU ETS ku€70–€85/ithani ububanziIzitifiketi ze-CBAM ezimaphakathi zihlala ziyisici esibalulekile sezindleko zemikhiqizo ekhipha ukungcola okuphezulu.

Isidingo Sezinto Ezijwayelekile ze-EN
Amaphrojekthi aseYurophu ayaqhubeka nokucacisa izinto ezijwayelekile ze-EN. Amazinga abalulekile adingekayo afaka:

Izinga le-EN	Ibanga	Isicelo Esijwayelekile	I-ASTM elingana nayo
I-EN 10210-1	S355J2H	Izingxenye ezingenalutho ezakhiwe ngesakhiwo eziqediwe ngokushisa	Ibanga C le-ASTM A500
I-EN 10210-1	S275J2H	Izicelo ezijwayelekile zesakhiwo	I-ASTM A500 Ibanga B
I-EN 10219-1	S355J2H	Izingxenye zesakhiwo ezihlanganisiwe ezakhiwe ngokubandayo	Ibanga C le-ASTM A500
I-EN 10219-1	S235JRH	Isakhiwo esilula, i-scaffolding	I-ASTM A36
I-EN 10216-2	I-P235GH TC1	Izinhloso zokucindezela emazingeni okushisa aphezulu	I-ASTM A106 Ibanga B
I-EN 10216-2	I-P265GH TC1	Imikhumbi yokucindezela, ama-boiler	I-ASTM A106 Ibanga C
I-EN 10217-2	I-P235GH	Amapayipi okucindezela ahlanganisiwe	I-ASTM A135 Ibanga B

Isidingo Sensimbi Ephansi Neluhlaza

I-EAF + Amandla Aluhlaza: Abathengi baseYurophu baya ngokuya bebeka phambiliamapayipi angenamthungo anekhabhoni ephansikusuka emishinini ye-EAF enemibhalo eqoshiweukusetshenziswa kwamandla aluhlaza(30-50%) kanyeizilinganiso eziphezulu ze-scrap(20-25%).

Ukucaca: Ukuthobela imithetho ye-CBAM kuholela ekufuneni izinga lomkhiqizo elisobala neliqinisekisiweidatha ye-carbon footprint.

Umbono Wesidingo Ngomkhakha (H2 2026)

Umkhakha	I-H2 Outlook	Imikhiqizo Eyinhloko
Uwoyela negesi	Ukukhula okuzinzile, okumaphakathi	Ipayipi lomugqa we-API 5L, I-OCTG, ikheyisi, ipayipi
Ukukhiqizwa Kwamandla	Izinzile, iqhutshwa ukunakekelwa	I-EN 10216-2 P235GH/P265GH, I-ASTM A335amashubhu ebhoyila
Ingqalasizinda(IYurophu)	Amaphrojekthi okukhulisa, okwakha imvelo	I-EN 10210/EN 10219 S355J2H, amashubhu asikwele, I-RHS
Ingqalasizinda(Emhlabeni jikelele)	Kuqhubeke	Amapayipi ahlanganisiwe anobubanzi obukhulu, ipayipi lokufaka inqwaba
Amandla Avuselelekayo	Okuvelayo	Amashubhu angenamthungo aqondile, ipayipi lomshini

Izindaba Zamuva Zemboni: Amandla kanye Nezindinganiso

Amandla Amasha E-EAF Aphansi E-Carbon: Okushaisithando somlilo se-arc kagesi (i-EAF)imigqa yamapayipi engenamthungo isiqalile ukukhiqizwa eShayina, okwengeza umthamo omkhulu waminyaka yonke wokusebenzisa ikhabhoni ephansi ogxileIzinto ezijwayelekile ze-EN.

Isibuyekezo Sesiqondiso se-CBAMIKhomishini yaseYurophu ishicilele isiqondiso sobuchwepheshe esengeziwe mayelanaunyawo lwekhabhoniukuqinisekiswa.

Ukubuyekezwa Kwamazinga e-EN: Izinguqulo ezibuyekeziwe zeI-EN 10210futhiI-EN 10219kushicilelwe ngokulungiswa okuncane kobuchwepheshe.

Izincomo Zokuthengwa Kwamasu Kwabathengi BaseYurophu – Q3 2026

Njengoba isimo samanje sibonakala, sincoma izinyathelo ezilandelayo:

Cacisa Amazinga e-EN Ekuqaleni: FakaI-EN 10210, I-EN 10219nomaI-EN 10216-2kuma-RFQ akho.

Cela Imibhalo ye-CBAM ku-Quotation: Ukuphepha kuqediweamaphakheji edatha ye-carbon footprintekuqaleni komjikelezo wokuthenga.

Hlola Izinketho Eziphansi Zekhabhoni: Kumaphrojekthi anezinhloso zekhabhoni, cabangaamapayipi angenamthungo anekhabhoni ephansikusuka ezinkampanini ze-EAF.

Beka ama-oda e-H2 ngokushesha: Ukuze uvikele izikhala zokukhiqiza zokulethwa kwe-Q3/Q4, bekaI-EN-standardfuthiipayipi lensimbi ye-alloyama-oda maduze.

Qapha Izinqubomgomo Zokuhweba: Qaphela noma yiziphi izimemezelo zeSigaba 232 noma ze-CBAM.

Qinisekisa Izidingo Zesitifiketi: Qinisekisa ukuthi iphrojekthi yakho idingaEN 10204 Uhlobo 3.1 or Uhlobo 3.2imibhalo.

I-Sanonpipe: Umlingani Wakho Wemakethe YaseYurophu

Njengendawo eyodwa yokumaipayipi lensimbiNjengomhlinzeki wesevisi, sizibophezele ekubeni ngumlingani othembekile kakhulu emkhakheni wezimboni osezingeni eliphezulu emhlabeni jikelele. Kubathengi baseYurophu, sinikezela:

Isitoko Esijwayelekile se-EN: I-EN 10210, I-EN 10219, futhiI-EN 10216-2izinto ezisezingeni elidumile (S355J2H, P235GH, P265GH), ezinezitifiketi ezigcwele.

Uchungechunge Lokunikezwa Kwekhabhoni Ephansi: Ubambiswano ne-EAF mills olunikeza imibhalo ebhaliweukusetshenziswa kwamandla aluhlaza, izilinganiso eziphezulu ze-scrap, kanye nokuthobela imithetho ye-CBAMidatha ye-carbon footprint.

Isitoko Esijulile: CisheAmathani angu-200,000 amapayipi ensimbi angenamthungo(ikhabhoni ne-alloy), kanyeAmathani ayi-10,000 amapayipi ahlanganisiwefuthiizingxenye zesakhiwo.

Ukusekelwa Kwamadokhumenti: Amaphakheji aphelele esitifiketi, kufaka phakathiIzitifiketi ze-EN 10204 zohlobo 3.1/3.2, Izitifiketi ze-MTC, futhiimibiko yezinyathelo zekhabhoni.

Xhumana nethimba lethuukuze uxoxe ngesu lakho lokuthenga le-Q3 2026, ucele amanani ajwayelekile e-EN, noma uthole isiqondiso mayelana nemibhalo ye-CBAM kanye nezinketho zamapayipi ensimbi angenakhabhoni ephansi.