Julayi 3, 2026 - Ukuhlaziywa Kwemboni Kwabathengi Bomhlaba Wonke

Njengoba singena enyangeni yokuqala yekota yesithathu ka-2026, umhlaba wonkeipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, futhiingxenye engenalutho yesakhiwoImakethe idlula endaweni eyinkimbinkimbi. Ukungezwani okuqhubekayo kwezepolitiki, izinqubomgomo zokuhweba ezishintshayo, kanye nokushintshashintsha kwemali kudala izinselelo kanye namathuba. Kubathengi, ukuqonda lezi zinguquko kubalulekile ekuhleleni okuphumelelayo kokuthenga engxenyeni yesibili yonyaka.

Isimo Sezwe Sezombusazwe: Izwe Lokungezwani Okuqhubekayo

Isimo samazwe ngamazwe sisalokhu singazinzile, kunezindawo eziningana ezingqubuzanayo ezisebenzayo kanye nezindawo ezishintshashintshayo zezombusazwe ezithinta imizila yokuhweba yomhlaba wonke kanye nezimakethe zamandla.

IMpumalanga Ephakathi: I-Strait of Hormuz Iqashwe Kakhulu
Ingxabano yezempi ehilela i-Iran, i-Israel, kanye ne-United States yehlile kodwa ayikaxazululwa.

Ukuphepha Kwasolwandle: I-Strait of Hormuz isalokhu iyindawo evikelwe kakhulu. Izindleko ezengeziwe zempahla eziya eGulf ziye zancipha kodwa ziyaqhubeka, futhi imigqa yemikhumbi igcina izinhlelo zokuthutha izimpahla eziphuthumayo.

Ukuqina Kwentengo YamandlaAmanani kawoyela azinzile e-$63–$68/ububanzi bebhareli, ukunciphisa ingcindezi yezindleko ngokusheshaisithando somlilo se-arc kagesiukukhiqizwa kwensimbi. Kodwa-ke, noma yikuphi ukwanda okusha kungawuguqula ngokushesha lo mkhuba.

Ukugeleza Kokungenisa KwesifundaAmazwe e-Gulf Cooperation Council ayaqhubeka nokutholaIpayipi lomugqa we-API 5L, I-OCTG (Izimpahla Ze-Oyili Yasezweni Lamafutha), futhiipayipi lesakhiwoukuthunyelwa kwezimpahla, yize ukuhlela izinto kusadinga ukuqapha ngokucophelela.

IYurophu: Izingxabano Eziqhubekayo Nokuphepha Kwamandla
Ingxabano eMpumalanga Yurophu iyaqhubeka nokuthinta ingqalasizinda yamandla yesifunda kanye namaphethini okuhweba.

Amaphrojekthi OmbhobhoNaphezu kwengxabano, kunesithakazelo esiqhubekayo ekuhlukaniseni imithombo yamandla nemizila, okungase kuholele ekudingweni kwesikhathi esizayo kweipayipi lomugqa elinobubanzi obukhulufuthiI-API 5L X65/X70 amapayipi angenamthungokwezinhlelo zokudlulisa ezintsha noma ezithuthukisiwe.

Izinhlawulo kanye Nemikhawulo Yezohwebo: Izinqubo zokujeziswa okuqhubekayo zithinta ukugeleza kweamapayipi ensimbi yekhabhoni, amapayipi ensimbi engxubevange, futhiamapayipi angenamthungo ensimbi engagqwaliezimakethe ezithile, ezidinga ukuhlolwa kokuthobela imithetho ngokucophelela.

I-Asia-Pacific: Izingxabano Zendawo Nezohwebo
Ukwanda kwemisebenzi yezempi yasemanzini kanye nezingxabano zendawo eSouth China Sea naseTaiwan Strait kwengeza olunye ungqimba lwengozi emizileni yemikhumbi, okungase kuthinte izikhathi zokuhamba kanye nezindleko zomshuwalense we-ipayipi lensimbi elingenamthungo, ipayipi elihlanganisiwe, futhiishubhu yesakhiwoukuthunyelwa.

Isibuyekezo Semakethe Yezimali: Ukuzulazula Ekuguqukeni Kwesimo

Izinga lokushintshisana le-USD/CNY liye labhekana nokushintshashintsha okuphawulekayo, okuthinte ukuncintisana kwezindleko kokuthunyelwa kwamanye amazwe kwamapayipi ensimbi aseShayina.

I-Currency Pair	Ithrendi Yakamuva (Kusukela ngoJuni 2026)	Okushoyo Kubathengi
I-USD/CNY	Ukuqinisa (ukunciphisa i-yuan)	Izindleko eziphansi ze-USD ze-CNY-denominatedipayipi lensimbiukuthenga
I-EUR/CNY	Ubuthakathaka (ubuthakathaka be-yuan)	Izindleko eziphansi ze-EUR kubathengi be-Eurozone
I-USD Enesisindo Sokuhweba	Ukunyuka kwenkomba	Ngokuvamile izindleko ziphakeme kubathengi abangewona ama-USD

Ukuhlolwa Kwethu: Ukwehla kwenani kwe-yuan yaseShayina kwakamuva uma kuqhathaniswa nezimali ezinkulu kunikeza inzuzo engaba khona yezindleko kubathengi bamazwe ngamazwe be-amapayipi angenamthungo, amapayipi ahlanganisiwe, futhiizingxenye zesakhiwoKodwa-ke, izimakethe zemali zihlala zinozwela ezindabeni zezepolitiki kanye nezimemezelo zenqubomgomo.

Umbono Wemakethe wekota yesithathu ka-2026 kanye ne-H2

Uma sibheka phambili esikhathini esisele sika-2026, kunezici eziningana ezizokwakha imakethe.

Umbono Wentengo Yamapayipi Angenamthungo Nashibilikisiwe

Ukuzinza Kwesikhathi Esiseduze: Ngaphandle kokwenyuka okukhulu kwezepolitiki, amanani entengoamapayipi ensimbi angenamthungokulindeleke ukuthi zihlale zihambisana nobubanzi ku-Q3, zisekelwa yizindleko zezinto zokusetshenziswa ezizinzile.

Ingcindezi Engaba Khona ye-Q4Uma amanani kagesi enyuka ngenxa yokungezwani kabusha kwezepolitiki, noma uma kwenzeka ukwanda okukhulu kwesidingo, singabona ingcindezi ephakeme emaphakathi ku-ipayipi lensimbi yekhabhoni, ipayipi lensimbi ye-alloy, futhiipayipi lensimbi engagqwaliamanani kwikota yesine.

Izindleko Zokuthutha: Amanani okuthutha emhlabeni wonke kulindeleke ukuthi ahlale eqinile kodwa aphakeme uma kuqhathaniswa namazinga angaphambi kobhubhane, kanye nezindleko ezengeziwe ezingaba khona eziqondene nomzila.

Umbono Wesidingo Ngomkhakha

Umkhakha	Umbono we-H2 2026	Imikhiqizo Eyinhloko Efunwayo
Uwoyela negesi	Ukukhula okuqhubekayo ezindaweni ezithile	I-API 5L X52/X60/X65ipayipi lomugqa,I-OCTG, ikheyisi, ipayipi
Ukukhiqizwa Kwamandla	Izinzile, iqhutshwa ukunakekelwa emhlabeni jikelele	I-ASTM A213 T11/T22amapayipi ebhoyila,I-ASTM A335 P11/P22/P91amashubhu e-alloy,amashubhu okushintshanisa ukushisa
Ingqalasizinda	Kusekelwa yizikhuthazo kwezomnotho ezithile	I-EN 10210 S355J2H, I-EN 10219 S355J2Hizingxenye ezingenalutho,ipayipi lokufaka inqwaba, ipayipi lesakhiwo
Amandla Avuselelekayo	Isidingo esikhulayo sezicelo ezikhethekile	I-ASTM A312 TP304/TP316Lamapayipi angenamthungo angenasici,amashubhu angenamthungo ngokunemba, ipayipi lomshini
Izimboni kanye namakhemikhali	Izinzile, iqondene nephrojekthi	I-ASTM A106 Ibanga B/Camapayipi ekhabhoni,I-ASTM A333 Ibanga 6amapayipi anezinga lokushisa eliphansi,amapayipi angenasici amabili

Izindaba Zamuva Zemboni: Amandla, Inqubomgomo Yokuhweba, kanye Nokusungula Izinto Ezintsha

Intuthuko eziningana ku-Q2 kanye ne-Q3 yokuqala zakha isimo sokuncintisana:

Amandla Amasha e-EAF: Okwengeziweisithando somlilo se-arc kagesi (i-EAF)umthamo wamapayipi angenamthungo uqaliswe eShayina, okwandisa ukutholakalaamapayipi angenamthungo anekhabhoni ephansi in insimbi yekhabhoni, insimbi ye-alloy, futhiinsimbi engagqwaliLokhu kuhambisana nesidingo esikhulayo somhlaba wonke semikhiqizo yensimbi esimeme kakhudlwana.

Inqubekela phambili Yokusetshenziswa kwe-CBAM: I-European Union's Carbon Border Adjustment Mechanism (CBAM) iyaqhubeka nokuqaliswa kancane kancane, kugxilwe kakhulu emibhalweni ye-unyawo lwekhabhoniidatha. Abathumeli ngaphandle kumele balungele ukunikezaizitifiketi zamandla aluhlazafuthiukuqinisekiswa kwesilinganiso se-scrapkwabo bonkeipayipi lensimbiimikhiqizo.

Izinyathelo Zokulwa Nokulahla InkunkumaUkubuyekezwa kwemisebenzi yokulwa nokulahla izimpahla kwamanye ama-akhawuntiipayipi elingenamthungoizigaba (I-ASTM A106, I-API 5L) ezimakethe ezahlukene kusaqhubeka, okungase kuthinte ukuhamba kokuhweba.

Isibuyekezo Sezindinganiso ze-EN: Ukubuyekezwa ku-I-EN 10210(kuqediwe ngokushisa) kanyeI-EN 10219Izindinganiso (ezakhiwe ngendlela ebandayo) zishicilelwe, kanye nokulungiswa okuncane kobuchwepheshe. Abathengi kufanele baqinisekise ukuthi imininingwane ibhekisela ezinguqulweni zakamuva kakhulu.

Ukuthuthukiswa kwe-Alloy Entsha: Kuye kwethulwa izinga elisha le-high-strength low-alloy (HSLA) ukuzeipayipi lomshini elingenamthungo, enikeza ukusebenza okuthuthukisiwe kwezicelo zesilinda se-hydraulic kanye nezimoto.

Ukubukwa Okuphelele Kwezinto Ezibalulekile: Amabanga Ayisihluthulelo e-H2 2026

Ibanga Lezinto Ezibalulekile	Izinhlelo Zokusebenza Eziyinhloko	Isikhathi Esijwayelekile Sokuhola	Ithrendi Yesidingo se-H2
I-API 5L X52/X60/X65	Amapayipi okudlulisa uwoyela negesi	Izinsuku ezingu-35-45	Ihlala isikhathi eside, ivolumu ephezulu
I-API 5L X70	Amapayipi ahamba ibanga elide futhi anomfutho ophezulu	Izinsuku ezingu-45-55	Ukukhula, okuqondene nephrojekthi
I-ASTM A106 Ibanga B/C	Isevisi yokushisa okuphezulu (ama-boiler, izindawo zokuhluza, izitshalo zikagesi)	Izinsuku ezingu-30-40	Izinzile, isekelwe kabanzi
I-ASTM A335 P11/P22/P91	Ukukhiqizwa kwamandla, ama-superheater, ama-reheater	Izinsuku ezingu-45-60	Imijikelezo yokulungisa ezinzile
I-ASTM A213 T11/T22/T91	Amashubhu ebhoyila, ama-heat exchanger	Izinsuku ezingu-45-60	Umkhakha wamandla ozinzile
I-ASTM A312 TP304/TP304L	Izindawo ezonakalisayo, ukucubungula ukudla	Izinsuku ezingama-40-50	Okumaphakathi, okuqondene nephrojekthi
I-ASTM A312 TP316/TP316L	Ukusetshenziswa kwamanzi olwandle, amakhemikhali, kanye nokugqwala okuphezulu	Izinsuku ezingama-40-50	Ukukhula, okukhethekile
I-ASTM A333 Ibanga 6	Isevisi yokushisa okuphansi (i-LNG, i-cryogenic)	Izinsuku ezingama-40-55	I-Niche, amaphrojekthi akhethekile
I-EN 10210 S355J2H(kuqediwe ngokushisa)	Izinhlaka zesakhiwo, ukwakhiwa kwezakhiwo	Izinsuku ezingu-35-45	Ukukhula, okuqhutshwa yingqalasizinda
I-EN 10219 S355J2H(okwakhiwe ngamakhaza)	Izakhiwo zemishini, izisekelo, i-scaffolding	Izinsuku ezingu-30-40	Izinzile, itholakala kabanzi
I-ASTM A790 (i-Duplex/i-Super Duplex)	Izindawo ezisogwini lolwandle, zamakhemikhali, nezinokugqwala okuphezulu	Izinsuku ezingama-55-70	I-Niche, ikhula ekushintsheni kwamandla
Amashubhu angenamthungo aqondile	Amasilinda e-hydraulic, izingxenye zezimoto, imishini	Izinsuku ezingama-35-50	Okumaphakathi, okuhlobene nokukhiqiza

Izincomo Zokuthengwa Kwamasu E-H2 2026

Njengoba isimo samanje sibonakala, sincoma ukuthi abathengi benze okulandelayo:

Qapha Izingozi Zezwe: Hlala unolwazi ngentuthuko ethinta imizila ebalulekile yokuthumela kanye namanani kagesi ukuze ulindele imiphumela engaba khona yezindleko kanye nesikhathi sokuhola.

Vala Amanani Lapho Kungenzeka Khona: Njengoba kunombono wezepolitiki ongaqiniseki, cabanga ngokubeka amanani kunoma yimuphi umnotho omkhulu noma ohamba phambili isikhathi eside.ipayipi elingenamthungo, ipayipi le-alloy, futhiipayipi elingagqwaliizidingo zokuvikela ekukhuphukeni okungenzeka kwe-Q4.

Isici Ekuhambeni Kwemali: Ubuthakathaka bamuva be-yuan bunikeza ithuba lokuthenga. Abathengi bangase bacabangele leli windi ngezinkontileka ezisekelwe ku-USD/EUR.

Gcizelela Amadokhumenti Nokuthobela Imithetho: Qinisekisa ukuthiumthumeli wepayipi lensimbiingahlinzeka ngamaphakheji aphelele esitifiketi, okuhlanganisaIzitifiketi Zokuhlolwa Kwesigayo (i-MTC), Izitifiketi Zomsuka, futhi, kumaphrojekthi aseYurophu, ahambisana ne-CBAMidatha ye-carbon footprint.

Izikhathi Zokuhola Zohlelo: Njengoba kungenzeka kube nokungqubuzana kwempahla, gcina isikhathi esilinganiselwe ezinhlelweni zakho zokulethwa kwempahlaububanzi obukhulu, insimbi ye-alloy, futhiamapayipi angenamthungo ensimbi engagqwali.

Qinisekisa Imininingwane: Qinisekisa ibanga eliqondile, elijwayelekile (isb.,I-ASTM, I-API, EN), kanye nezidingo zesitifiketi (isb.,EN 10204 Uhlobo 3.1/3.2) nethimba lakho lobunjiniyela ngaphambi kokufakwa kwe-oda.

I-Sanonpipe: Umlingani Wakho Emakethe Eyinkimbinkimbi

Njengendawo eyodwa yokumaipayipi lensimbiNjengomhlinzeki wezinsizakalo, sizibophezele ekubeni ngumlingani othembekile kakhulu emkhakheni wezimboni osezingeni eliphezulu emhlabeni jikelele. Amakhono ethu afaka:

Isitoko Esijulile: CisheAmathani angu-200,000 amapayipi ensimbi angenamthungo(insimbi yekhabhoni kanye nensimbi ye-alloy), kanyeAmathani ayi-10,000 amapayipi ahlanganisiwe, amashubhu asikwele, amashubhu angunxande, futhiamapayipi ensimbi engagqwali, ehlanganisa amazinga ahlukahlukene omhlaba.

Ubuchwepheshe Bomhlaba WonkeIthimba lethu liqapha inqubomgomo ye-geopolitics, imali, kanye nokuhweba ukuze linikeze isiqondiso ngesikhathi esifanele.

Ukusekelwa Kwamadokhumenti: Sinikeza amaphakheji aphelele esitifiketi, okuhlanganisaIzitifiketi ze-MTC, Izitifiketi Zomsuka, kanye nokuthobela imithetho ye-CBAMimibiko yezinyathelo zekhabhoni.

Xhumana nethimba lethuukuze nixoxe ngesu lenu lokuthenga le-H2 2026 futhi nihlole ubunzima bemakethe bamanje.

Amagama angukhiye:ipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, izingxenye ezingenalutho zesakhiwo, i-HSS, ipayipi lesikwele, ipayipi elingunxande, i-EN 10210, i-EN 10219, i-S355J2H, i-API 5L, i-ASTM A106, i-ASTM A335, i-ASTM A213, i-ASTM A312, i-ASTM A333, i-ASTM A790, ipayipi lensimbi yekhabhoni, ipayipi lensimbi ye-alloy, ipayipi lensimbi engagqwali elingenamthungo, ipayipi elingagqwali eliphindwe kabili, i-OCTG, ipayipi lomugqa, ipayipi lebhoyila, ipayipi lokushintshanisa ukushisa, ipayipi elingenamthungo eliqondile, ipayipi lomshini, i-CBAM, i-carbon footprint, insimbi eluhlaza, i-EAF, isilinganiso se-scrap, amandla aluhlaza, ukungezwani kwe-geopolitical, i-Strait of Hormuz, ukushintshaniswa kwemali, i-USD/CNY, i-Q3 2026, i-Q4 2026, intengo yepayipi lensimbi, isu lokuthenga, umthumeli wepayipi lensimbi, isitifiketi se-MTC, i-EN 10204, i-NACE, isevisi emuncu.