10 Juni 2026 - Ukuhlaziywa Kwemboni Kwabathengi BaseYurophu Nabomhlaba Wonke

Njengoba siqhubeka nenyanga yokugcina yekota yesibili ka-2026, umhlaba wonkeipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, futhiisakhiwoingxenye engenaluthoImakethe ibunjwa umsebenzi omkhulu wezombusazwe kanye nokushintshashintsha kokulindela kwenqubomgomo yezohwebo. Emasontweni amuva nje iChina ibamba uMongameli wase-US, uMongameli waseRussia uPutin, futhi ihlanganyela kweminye imihlangano yezinga eliphezulu yamazwe amabili. Kubathengi baseYurophu, ukuqaliswa okuqhubekayo kweI-CBAM, isidingo esiqhubekayo sezinto ezijwayelekile ze-EN, kanye nokuguquguquka kwemali kusalokhu kuyisisekelo sokuhlela ukuthengwa kwempahla. Lo mbiko unikeza isibuyekezo esigxile ekwenzeni izinqumo zamasu.

Isimo Sezombusazwe: Izingqungquthela Eziningi Zishintsha Ukulindela Kwezohwebo

Imiphumela Yengqungquthela Yase-US-China
Ngemva komhlangano omkhulu kamongameli, izingxoxo zezinga lokusebenza ziyaqhubeka mayelana nokulungiswa kwenqubomgomo yokuhweba okungenzeka.

Isibuyekezo Sentela Yesigaba 232: Amaqembu okusebenza ahlangene abuyekeza izakhiwo zentela yensimbi. Akukho zinguquko ezisemthethweni ezimenyezelwe, kodwa ingxoxo iyaqhubeka. Noma yikuphi ukwehliswa kwentela kungaba nomthelela omuhleipayipi lensimbi elingenamthungofuthiipayipi lensimbi elihlanganisiweukugeleza kokuhweba.

Ukusizakala Kwezohwebo: Izinhlangothi zombili zizibophezele ekwenzeni lula izinqubo zokubhala imibhalo, okungenzeka zinciphise izikhathi zokuhola zokuphatha kwamanye amazweipayipi lensimbiukuthunyelwa.

Imiphumela Yengqungquthela YaseRussia NeShayina
Ukuvakasha kukaMongameli Putin kuveze imiphumela eminingana ehlobene ne-ipayipi lensimbiimboni:

Izivumelwano Zengqalasizinda YamandlaIzivumelwano ezintsha zokuthuthukiswa kwamapayipi egesi yemvelo zizothuthukisa isidingo sesikhathi esizayoipayipi lomugqa elinobubanzi obukhulufuthiI-API 5L X65/X70amapayipi angenamthungokumaphrojekthi okudlulisa ugesi awela imingcele, kulindeleke ukuthi kuthengwe ngoH2 2026.

Ukukhokhelwa Kwemali YendawoUkusetshenziswa okwandisiwe kwesivumelwano se-Ruble-Yuan kunciphisa izindleko zokuguqulwa kwemali ye-ipayipi lensimbiukuthengiselana phakathi kwezimakethe ezimbili.

Ezinye Izivumelwano Zezobunhloli Ezisezingeni Eliphezulu
I-China iphinde yaba nemihlangano yamazwe amabili nabaholi abavela kwezomnotho ezibalulekile zaseYurophu nase-Asia. Lokhu kuxhumana kubonisa ukuzibophezela okuqhubekayo ebuhlotsheni bezohwebo kanye nokubambisana kwengqalasizinda, okusekela isidingo esiqhubekayo se-amapayipi esakhiwo, ipayipi lokufaka inqwaba, futhiIzingxenye ezingenalutho ezijwayelekile ze-EN.

Isibuyekezo Sezepolitiki: Ukungezwani KweMpumalanga Ephakathi Kuyaqhubeka Nokwehla

Impi yezempi ehilela i-Iran, i-Israel, ne-United States isizinzile kakhulu.

I-Strait of Hormuz: Imisebenzi yasemanzini manje isicishe ibe yinto evamile. Izindleko ezengeziwe zempahla eziya eGulf sezinciphile kakhulu$150–$600 ngesitsha ngasinye, ngokubambezeleka okuncane kwezokuthutha.

Amanani AmandlaAmanani kawoyela azinzile e-$63–$68/ububanzi bebhareli, ukunciphisa ingcindezi yezindlekoisithando somlilo se-arc kagesiukukhiqizwa kwensimbi kanye nokusekela amanani azinzile e-amapayipi ensimbi yekhabhonifuthiamapayipi ensimbi engxubevange.

Ukugeleza Kokungenisa KwesifundaAmazwe e-Gulf Cooperation Council atholaipayipi lomugqa, I-OCTG, futhiipayipi lesakhiwoukuthunyelwa okunezikhathi zesikhathi ezicishe zibe ezivamile.

Ukugxila Kwemakethe YaseYurophu: I-CBAM, Amazinga e-EN, kanye ne-Green Steel

Kubathengi baseYurophu, kunezindlela eziningana ezibalulekile ezithinta ukuthengwa kwekota yesibili neyesibili ka-2026:

Isimo Sokusetshenziswa kwe-CBAM

Izidingo ZemibhaloAmaphakheji edatha ye-carbon footprint—kufaka phakathiizitifiketi zamandla aluhlaza, ukuqinisekiswa kwesilinganiso se-scrap, kanye nemibiko yokukhishwa kwegesi ethile—manje sekuyizidingo ezijwayelekile zokuthobela imithetho.

Izindinganiso Zokuqinisekisa: Ukuqinisekiswa komuntu wesithathu (isb., i-ISO 14064, i-ISO 14067) kulindeleke kakhulu. IKhomishini yaseYurophu ithuthukise ukuhlolwa kwedatha ethunyelwe.

Imiphumela Yezindleko: Ngentengo yekhabhoni ye-EU ETS ku€70–€85/ithani ububanzi, izitifiketi ze-CBAM zimelela ukucatshangelwa kwezindleko okunengqondo kwemikhiqizo ekhipha ukungcola okuphezulu.

Isidingo Sezinto Ezijwayelekile ze-EN
Amaphrojekthi aseYurophu aqhubeka 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

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

Ukuthobela imithetho ye-CBAM kuholela ekufuneni okusobala nokungaqinisekiswaidatha ye-carbon footprintezingeni lomkhiqizo.

Isiphetho Semakethe se-Q2 2026: Izisekelo Ezizinzile

Ikota yesibili ibonise izimo zemakethe ezilinganiselayo kuzo zonke izigaba zemikhiqizo.

Ukukhiqizwa Nokunikezwa

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

Izikhathi zokuhola zihlala zihambisana:Izinsuku ezingu-30-40ngobaI-ASTM A106 Ibanga BfuthiI-API 5L B, Izinsuku ezingu-45-55ngobaI-ASTM A335ingxubevangeuchungechunge (P11/P22/P91) kanyeamapayipi angenamthungo anobubanzi obukhulu.

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

Isifinyezo Sezinga Lokushintshaniswa (kusukela ngomhlaka-10 Juni 2026)

I-Currency Pair	Ukunyakaza vs. Inyanga Eyodwa Edlule	Umphumela kubathengi baseYurophu
I-EUR/CNY	-0.6% (i-yuan iqine kancane)	Ukwenyuka okuncane kwezindleko ze-EUR
I-USD/CNY	-0.4% (i-yuan inamandla)	Izindleko eziphezulu ze-USD zezinkontileka ezisekelwe ku-USD
i-EUR/USD	-0.2% (i-euro eqinile)	Umthelela omncane

Umbono Wemakethe H2 2026: Q3 nangale kwalokho

Uma sibheka phambili engxenyeni yesibili ka-2026, izici eziningana zizobumba imakethe:

Umbono Wentengo

Amanani Epayipi Angenamthungo: Kulindeleke ukuthi kuhlale kuzinzile kuze kube yikota yesi-3, kanye nokucindezela okuphezulu okungaba khona kukota yesi-4 uma izindleko zamandla zikhuphuka noma isidingo somhlaba wonke sishesha.

Ukuhlanganiswa Kwezindleko ze-CBAM: Abathengi baseYurophu kufanele bahlanganise izindleko zesitifiketi sekhabhoni ekubalweni kwezindleko eziphelele zokufika kwemikhiqizo ekhipha ukungcola okuningi.

Izindleko Zokuthutha: Amanani okuthutha impahla emhlabeni wonke kulindeleke ukuthi ahlale eqinile ngaphandle kokuphazamiseka okusha kwezepolitiki.

Umbono Wesidingo Ngomkhakha

Umkhakha	Umbono we-H2 2026	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 okukhula, okuguqula izinto eziluhlaza	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

Inqubomgomo Yezohwebo kanye Nokubuka kwe-CBAM

Isibuyekezo Sesigaba 232 sase-USUkulungiswa okungenzeka kungathinta ukuboshelwa e-USipayipi lensimbiukugeleza kokuhweba. Azikho izinguquko ezilindelekile ngaphambi kwekota yesi-3.

Izinyathelo Zokuvikela Ukuhweba ze-EUUkubuyekezwa okuqhubekayo kwemisebenzi yokulwa nokulahla izimpahla kwamanye ama-akhawuntiipayipi elingenamthungoizigaba.

Isiqondiso se-CBAM: Lindela isiqondiso sobuchwepheshe esengeziwe esivela kwiKhomishini yaseYurophu mayelana nezindlela zokuqinisekisa.

Izindaba Zamuva Zemboni: Amandla, Ubuchwepheshe, kanye Nezindinganiso

Intuthuko eminingana ekuqaleni kukaJuni ibumba indawo yokuncintisana yabathengi baseYurophu:

Umthamo Omusha We-EAF Low-Carbon Ku-inthanethi: Ezimbili ezintshaisithando somlilo se-arc kagesi (i-EAF)Imigqa yamapayipi engenamthungo isiqalile ukukhiqizwa eShayina, yengeza amathani angaphezu kuka-500,000 omthamo wonyaka wokukhiqiza i-carbon ephansi. Lezi zikhungo zigxile ku-Izinto ezijwayelekile ze-ENngedatha yesilinganiso samandla aluhlaza kanye nesilinganiso sezingcezu ezilahliwe.

Isibuyekezo Sesiqondiso se-CBAMIKhomishini yaseYurophu ishicilele isiqondiso sobuchwepheshe esengeziwe mayelanaunyawo lwekhabhoniukuqinisekiswa, ukucacisa izidingo zemibiko yokukhishwa kwegesi ethile.

Ukubuyekezwa Kwamazinga e-EN: Izinguqulo ezibuyekeziwe zeI-EN 10210futhiI-EN 10219kushicilelwe ngokulungiswa okuncane kobuchwepheshe. Abathengi kufanele baqinisekise izinguqulo ezifanele nonjiniyela babo bephrojekthi.

Ukuvunyelwa Kwengqalasizinda YaseYurophu: Amaphrojekthi amaningana okuguquka okuluhlaza kanye namandla avuselelekayo athole uxhaso, okudala isidingo esiqhubekayo salokhuizingxenye ezingenalutho ezakhiwenifuthiamashubhu okunembakokulethwa kwe-H2 2026 kanye ne-Q1 2027.

Ukubukwa Okuphelele Kwezinto: Amabanga Ayisihluthulelo Abathengi BaseYurophu (H2 2026)

Ibanga Lezinto Ezibalulekile	Izinhlelo Zokusebenza Eziyinhloko	Isikhathi Esijwayelekile Sokuhola	Isitayela Sokufuna i-H2
I-EN 10216-2 P235GH TC1	Izinhloso zokucindezela, amazinga okushisa aphezulu	Izinsuku ezingama-35-50	Ukukhulisa, izinhlelo zokusebenza zebhoyila
I-EN 10216-2 P265GH TC1	Imikhumbi yokucindezela, ukukhiqizwa kukagesi	Izinsuku ezingama-35-50	Izinzile, iqhutshwa ukunakekelwa
I-EN 10210 S355J2H(kuqediwe ngokushisa)	Izinhlaka zesakhiwo, ukwakhiwa kwezakhiwo	Izinsuku ezingu-35-45	Ukukhula, ingqalasizinda
I-EN 10219 S355J2H(okwakhiwe ngamakhaza)	Izakhiwo zemishini, izisekelo, i-scaffolding	Izinsuku ezingu-30-40	Izinzile, itholakala kabanzi
I-API 5L X52/X60/X65	Amapayipi kawoyela negesi	Izinsuku ezingu-35-45	Ihlala isikhathi eside, ivolumu ephezulu
I-ASTM A106 Ibanga B/C	Isevisi yokushisa okuphezulu (yomhlaba wonke)	Izinsuku ezingu-30-40	Izinzile, isekelwe kabanzi
I-ASTM A335 P11/P22/P91	Ama-boiler okukhiqiza ugesi	Izinsuku ezingu-45-55	Imijikelezo yokulungisa ezinzile
Amapayipi angenamthungo anekhabhoni ephansi(I-EAF + amandla aluhlaza)	Amaphrojekthi anakekela imvelo	Izinsuku ezingama-40-55	Ingxenye ekhulayo, ye-premium

Izincomo Zokuthengwa Kwamasu Kwabathengi BaseYurophu – H2 2026

Njengoba isimo sishintsha, sincoma izinyathelo ezilandelayo:

Cacisa Amazinga e-EN Ekuqaleni: Kumaphrojekthi aseYurophu, fakaI-EN 10210, I-EN 10219nomaI-EN 10216-2imininingwane kuma-RFQ akho ukuqinisekisa ukuthi abahlinzeki bahlinzeka ngezitifiketi ezifanele kanye nokulandelelwa kwezinto.

Lungisa Imibhalo ye-CBAM Esigabeni Sesilinganiso: Isicelo siqediweamaphakheji edatha ye-carbon footprint- kufaka phakathiizitifiketi zamandla aluhlaza, ukuqinisekiswa kwesilinganiso se-scrap, futhiimibiko yokukhishwa kwegesi okuqondene neqembu elithile– esigabeni sekhotheshini, hhayi ngemva kokufakwa kwe-oda.

Cabanga Ngezinketho Ezinekhabhoni Ephansi: Kumaphrojekthi anezinhloso zokunciphisa ikhabhoni, hlolaamapayipi angenamthungo anekhabhoni ephansikusuka ezigayweni ze-EAF ezinamandla aluhlaza aqoshiwe (30-50%) kanye nezilinganiso eziphezulu ze-scrap (20-25%). Ama-premium asencintisana kakhulu.

Hlela ama-oda e-H2 ku-Q2: Ukuze kuqinisekiswe izikhala zokukhiqiza zokulethwa kukaSepthemba-Okthoba, bekaI-EN-standardfuthiipayipi lensimbi ye-alloyama-oda ngasekupheleni kukaJuni. Izikhathi zokuhola zezinto eziqinisekisiwe zingafinyelela ezinsukwini ezingama-50-60.

Gada Inqubomgomo Yezimali Nokuhweba: Ngezinkontileka ezisekelwe kuma-euro, izinga lamanje le-EUR/CNY linikeza ukubikezela izindleko okunengqondo. Qaphela noma yiziphi izimemezelo zeSigaba 232 noma ze-CBAM.

Qinisekisa Izidingo Zesitifiketi: Qinisekisa ukuthi iphrojekthi yakho idingaEN 10204 Uhlobo 3.1(isitifiketi sokugaya) nomaUhlobo 3.2(kuhlolwe umuntu wesithathu), njengoba lokhu kuthinta izikhathi zokukhokha kanye nezindleko.

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 zomshini kanye nokulandeleka.

Uchungechunge Lokunikezwa Kwekhabhoni Ephansi: Ubambiswano ne-EAF mills olunikeza imibhalo ebhaliweukusetshenziswa kwamandla aluhlaza(30-50%),izilinganiso eziphezulu ze-scrap(20-25%), 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 ahlanganisiwe, amashubhu asikwele, amashubhu angunxande, futhiamapayipi ensimbi engagqwali.

Ukusekelwa Kwamadokhumenti: Sinikeza amaphakheji aphelele esitifiketi, okuhlanganisaIzitifiketi ze-EN 10204 zohlobo 3.1/3.2, Izitifiketi ze-MTC, izitifiketi zomsuka, futhiimibiko yezinyathelo zekhabhoni.

Ubuchwepheshe Bemakethe YaseYurophuIthimba lethu liqapha intuthuko ye-CBAM, izibuyekezo ezijwayelekile ze-EN, kanye nenqubomgomo yokuhweba ukuze linikeze isiqondiso esifike ngesikhathi.

Xhumana nethimba lethu kuleli sontoukuze uxoxe ngesu lakho lokuthenga le-H2 2026, ucele amanani ajwayelekile e-EN, noma uthole isiqondiso mayelana nemibhalo ye-CBAM kanye nezinketho zamapayipi ensimbi angenakhabhoni ephansi.