Juni 26, 2026 - Ukuhlaziywa Kwemboni Kwabathengi BaseYurophu Nabomhlaba Wonke

Njengoba siphetha ikota yesibili ka-2026, umhlaba wonkeipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwee, futhiisakhiwoingxenye engenaluthoImakethe ibheka isikhathi esichazwe umsebenzi omkhulu wezombusazwe, izimpawu zenqubomgomo yokuhweba ezishintshayo, kanye nezisekelo ezizinzile eziyisisekelo. Uchungechunge lwamuva nje lwemihlangano ephezulu eBeijing, oluhilela uMongameli wase-US, uMongameli waseRussia uPutin, kanye nabanye abaholi bomhlaba, ludale isizinda esisha sokuhweba komhlaba wonke. Kubathengi baseYurophu, ukugxila kusalokhu kugxile ekuhambisaneni kwe-CBAM, ukutholakala kwezinto ezijwayelekile ze-EN, kanye nokubekwa endaweni engxenyeni yesibili yonyaka. Lo mbiko unikeza isibuyekezo esifingqiwe samasu.

Isimo Sezombusazwe: Izingqungquthela Zishintsha Izimpawu Emoyeni Wokuhweba Womhlaba Wonke

Ukuqongelela kwezingxoxo zezinga eliphezulu eBeijing kuphawula isikhathi esingaba sikhulu sobudlelwano bezohwebo bamazwe ngamazwe.

Ingqungquthela ye-US-China: Ingxoxo Yenqubomgomo Yezohwebo Iyaqhubeka
Ngemva komhlangano omkhulu kamongameli, izingxoxo zezinga lokusebenza ziyaqhubeka mayelana nokulungiswa okungenzeka kwezinhlaka zokuhweba, okuhlanganisa nesakhiwo sentela yeSigaba 232.

Ukubuyekezwa Kwentela KuyaqhubekaAmaqembu okusebenza ahlangene ayaqhubeka nokubuyekeza izakhiwo zentela yensimbi. Nakuba kungekho zinguquko ezisemthethweni ezimenyezelwe, ingxoxo eqhubekayo ibhekwa njengenhle esikhathini esizayo.ipayipi lensimbi elingenamthungofuthiipayipi lensimbi elihlanganisiweukugeleza kokuhweba.

Ukugxila Kokugqugquzela Ukuhweba: Ukuzibophezela ekwenzeni lula izinqubo zokubhala amadokhumenti kunganciphisa izikhathi zokuphatha, kuzuzise abathengi kanyeabathumeli bamapayipi ensimbi.

Ingqungquthela YaseRussia NeShayina: Ipayipi Lengqalasizinda Yamandla
Ukuvakasha kukaMongameli Putin kuqinise ukubambisana kwezamandla okunomthelela oqondile ku-ipayipi lensimbiumkhakha.

Amaphrojekthi Amasha OmbhobhoIzivumelwano zokuthuthukiswa kwamapayipi egesi yemvelo zizoqhuba isidingo sesikhathi esizayoipayipi lomugqa elinobubanzi obukhulufuthiI-API 5L X65/X70amapayipi angenamthungokumaphrojekthi okudlulisa ugesi awela imingcele.

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

Ezinye Izivumelwano Zobumbano
Imihlangano yamazwe amabili eqhutshwa ngasikhathi sinye nabaholi abavela kwezomnotho ezibalulekile zaseYurophu nase-Asia ikhombisa ukuzibophezela okuqhubekayo ebuhlotsheni bezohwebo kanye nokubambisana kwengqalasizinda, okusekela isidingo sesikhathi esideamapayipi esakhiwo, ipayipi lokufaka inqwaba, futhiIzingxenye ezingenalutho ezijwayelekile ze-EN.

Isibuyekezo Sezepolitiki: Ukungezwani KweMpumalanga Ephakathi Kuzinzile

Ingxabano yezempi ehilela i-Iran, i-Israel, ne-United States iqhubekile nokuncipha, okunciphisa umthombo oyinhloko wokuguquguquka kwe-supply chain.

I-Strait of Hormuz: Imisebenzi yasemanzini icishe ibe yinto evamile. Izindleko ezengeziwe zempahla yezimpahla eziya eGulf zincane kakhulu, futhi ukubambezeleka kwezokuthutha kuye kwehla kakhulu.

Amanani AmandlaAmanani kawoyela azinzile e-$63–$68/ububanzi bebhareli, ukunciphisa ingcindezi yezindlekoisithando somlilo se-arc kagesiukukhiqizwa kwensimbi.

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

Isiphetho Semakethe Sekota Yesibili Ka-2026: Ukuzinza Nokuguquka

Ikota yesibili iphele ngezimo zemakethe ezilinganiselayo kuzo zonke izigaba zemikhiqizo.

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 zihlale 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 ziye zahluka kusukela ku-Izinsuku ezingama-35-50kuye ngezimfuneko zebanga kanye nesitifiketi.

Isifinyezo Sezinga Lokushintshaniswa (kusukela ngomhlaka-26 Juni 2026)

I-Currency Pair	Ukunyakaza vs. Inyanga Eyodwa Edlule	Umphumela kubathengi baseYurophu
I-EUR/CNY	-0.4% (i-yuan iqine kancane)	Ukwenyuka okuncane kwezindleko ze-EUR
I-USD/CNY	-0.3% (i-yuan inamandla)	Izindleko eziphezulu ze-USD zezinkontileka ezisekelwe ku-USD
i-EUR/USD	-0.1% (i-euro eqinile)	Umthelela omncane

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

Kubathengi baseYurophu, isimo semithetho nezindinganiso siyaqhubeka nokuba yisona esiyinhloko esiqhuba amasu okuthenga.

Isimo Sokusetshenziswa kwe-CBAM

Imibhalo njengejwayelekileAmaphakheji 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. IKhomishini yaseYurophu ithuthukise ukuhlolwa kwedatha ethunyelwe.

Izindleko Zokucatshangelwa: Ngentengo yekhabhoni ye-EU ETS ku€70–€85/ithani ububanzi, izitifiketi ze-CBAM zimelela isici sezindleko esibalulekile semikhiqizo 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 phambili izintoamapayipi angenamthungo anekhabhoni ephansikusuka emishinini ye-EAF enemibhalo eqoshiweukusetshenziswa kwamandla aluhlazafuthiizilinganiso eziphezulu ze-scrap.

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

Umbono Wemakethe H2 2026: Q3 nangale kwalokho

Uma sibheka phambili engxenyeni yesibili ka-2026, kunezici eziningana ezizokwakha imakethe.

Umbono Wentengo Nesidingo

Isici	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

I-Trajectory Yentengo

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.

Izindaba Zamuva Zemboni: Amandla, Ubuchwepheshe, kanye Nezindinganiso

Intuthuko eziningana ngoJuni zakha isimo sokuncintisana kwabathengi baseYurophu:

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.

Ukuvunyelwa Kwengqalasizinda YaseYurophuAmaphrojekthi amaningana okuguqula okuluhlaza athole uxhaso, okudala isidingo esiqhubekayo se-izingxenye ezingenalutho ezakhiwenifuthiamashubhu okunembakokulethwa kwe-H2 2026 kanye ne-Q1 2027.

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.

Lungisa Imibhalo ye-CBAM Esigabeni Sesilinganiso: Isicelo siqediweamaphakheji edatha ye-carbon footprintekuqaleni komjikelezo wokuthenga.

Cabanga Ngezinketho Ezinekhabhoni Ephansi: Kumaphrojekthi anezinhloso zokunciphisa ikhabhoni, hlolaamapayipi angenamthungo anekhabhoni ephansikusuka ezinkampanini ze-EAF.

Ama-oda e-H2 eHlelo Kusenesikhathi: Ukuze uvikele izikhala zokukhiqiza zokulethwa kwe-Q3/Q4, bekaI-EN-standardfuthiipayipi lensimbi ye-alloyama-oda ngokushesha.

Inqubomgomo Yokuhweba Eqashwe Kabusha: 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: Sinikeza amaphakheji aphelele esitifiketi, okuhlanganisaIzitifiketi ze-EN 10204 zohlobo 3.1/3.2, Izitifiketi ze-MTC, 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 ukuze nixoxe ngesu lakho lokuthenga i-H2 2026, cela amanani ajwayelekile e-EN, noma uthole isiqondiso mayelana nemibhalo ye-CBAM kanye nezinketho zamapayipi ensimbi angenakhabhoni ephansi.