4 Juni 2026 - Ukuhlaziywa Kwemboni Kwabathengi BaseYurophu Nabomhlaba Wonke

Njengoba singena enyangeni yokugcina yekota yesibili ka-2026, umhlaba wonkeipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, futhiingxenye engenalutho yesakhiwoImakethe ishintsha kusukela ekusebenzeni okuzinzile kwekota yesibili kuya ekuhleleni phambili kwekota yesibili ka-2026. Izingxoxo zakamuva zezombusazwe—kufaka phakathi ukuvakasha kukamongameli wase-US nowaseRussia eShayina—zishintshe okulindelwe yinqubomgomo yokuhweba, kuyilapho ukungezwani kweMpumalanga Ephakathi kuqhubeka nokuzinza kancane kancane. Kubathengi baseYurophu, ukusetshenziswa okuqhubekayo kwe-CBAM kanye nesidingo esikhulayo sezinto ezijwayelekile ze-EN kusalokhu kuyizihloko eziyinhloko. Lo mbiko unikeza isibuyekezo esigxile ekuhleleni kokuthengwa kwempahla okunesu, kugxilwe kakhulu emakethe yaseYurophu.

Isimo Sezwe Nezombusazwe: Ukuzinza Ngezinguquko Ezintsha

Ukungezwani EMpumalanga Ephakathi Kuyaqhubeka Nokuncipha
Impi yezempi ehilela i-Iran, i-Israel kanye ne-United States iye yehla kakhulu.

I-Strait of Hormuz: Imisebenzi yasemanzini manje isicishe ibe yinto evamile. Izindleko ezengeziwe zempahla eziya eGulf sezinciphile kakhulu$200–$800 ngesitsha ngasinye, ngokubambezeleka okuncane kwezokuthutha (izinsuku ezingu-1-3 ngaphezu kwesisekelo).

Amanani AmandlaAmanani kawoyela azinzile e-$65–70/ububanzi bebhareli, ukunciphisa ingcindezi yezindlekoisithando somlilo se-arc kagesiukukhiqizwa kwensimbi kanye nokusekela amanani azinzile e-amapayipi ensimbi yekhabhonifuthiamapayipi ensimbi engxubevange.

Imihlangano Yezingqungquthela ze-US-China kanye neRussia-China: Imiphumela Yenqubomgomo Yezohwebo
Ukuvakasha kwakamuva kwezinga eliphezulu kuveze imiphumela eminingana ehlobene ne-ipayipi lensimbiimboni:

I-US-ChinaAmaqembu asebenzayo ayaqhubeka nokubuyekeza amanani entengo eSigaba 232. Akukho zinguquko ezisemthethweni ezimenyezelwe, kodwa ingxoxo iyaqhubeka.

I-Russia-ChinaIzivumelwano ezintsha zengqalasizinda yamandla zizoqhuba isidingo sesikhathi esizayoipayipi lomugqa elinobubanzi obukhulukumaphrojekthi okudlulisa ugesi awela imingcele, kulindeleke ukuthi kuthengwe ngoH2 2026.

Ukugxila Kwemakethe YaseYurophu: I-CBAM, Amazinga e-EN, kanye Nesidingo Sensimbi Eluhlaza

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

Inqubekela phambili Yokusetshenziswa kwe-CBAM

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

Ukuqina Kokuqinisekisa: IKhomishini yaseYurophu ikhulise ukuhlolwa kwedatha ethunyelwe. Ukunemba nokuqinisekiswa komuntu wesithathu kubaluleke kakhulu.

Imiphumela Yezindleko: Ngentengo yekhabhoni ye-EU ETS ku€75–€90/ithani ububanzi, izitifiketi ze-CBAM zimelela isici sezindleko esibalulekile semikhiqizo ekhipha ukungcola okuningi.

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%).

Izitifiketi zenkampani yangaphandle (isb.,I-ISO 14064, I-ISO 14067) ziya ngokuya zihlukanisa ekuhlolweni kwamathenda.

Isiphetho Semakethe Sekota Yesibili Ka-2026: Ukusebenza Okuzinzile

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 A335uchungechunge lwe-alloy kanyeamapayipi angenamthungo anobubanzi obukhulu.

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

Isifinyezo Sezinga Lokushintshaniswa (kusukela ngoJuni 4, 2026)

I-Currency Pair	Ukunyakaza vs. Emasontweni ama-4 edlule	Umphumela kubathengi baseYurophu
I-EUR/CNY	-0.8% (i-yuan iqine kancane)	Ukwenyuka okuncane kwezindleko ze-EUR
i-USD/CNY	-0.5% (i-yuan inamandla)	Izindleko eziphezulu ze-USD zezinkontileka ezisekelwe ku-USD
i-EUR/USD	-0.3% (i-euro ithambile kancane)	Umthelela omncane ezivumelwaneni zemali ezixubile

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: Amaphrimiyamu aya eMpumalanga Ephakathi asejwayelekile; amazinga okuthutha emhlabeni wonke kulindeleke ukuthi ahlale eqinile ngaphandle kokuphazamiseka okusha.

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(EMpumalanga Ephakathi/e-Asia)	Kuqhubeke	Amapayipi ahlanganisiwe anobubanzi obukhulu, ipayipi lokufaka inqwaba
Amandla Avuselelekayo	Okuvelayo	Amashubhu angenamthungo aqondile, ipayipi lomshini

Ukuqapha Inqubomgomo Yezohwebo ye-CBAM kanye Nezohwebo

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.

Izindaba Zamuva Zemboni: Amandla, Ubuchwepheshe, kanye Nezindinganiso

Intuthuko eminingana ekupheleni kukaMeyi nasekuqaleni kukaJuni ibumba indawo yokuncintisana yabathengi baseYurophu:

Amandla Amasha e-EAF eNsimbi Enekhabhoni Ephansi: Ezimbili ezintshaisithando somlilo se-arc kagesi (i-EAF)Imigqa yamapayipi engenamthungo isiqalile ukukhiqizwa eShayina, yengeza cishe amathani angu-600,000 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 esibuyekeziwe mayelanaunyawo lwekhabhoniizindlela zokuqinisekisa, ukucacisa izidingo zeimibiko yokukhishwa kwegesi okuqondene neqembu elithilekanye nezinhlangano zokuqinisekisa ezamukelekile.

Ukuvumelanisa Okujwayelekile kwe-EN: Izinguqulo ezibuyekeziwe zeI-EN 10210futhiI-EN 10219kushicilelwe, kanye nokulungiswa okuncane kobuchwepheshe. Abathengi kufanele baqinisekise ukuthi yiziphi izinhlobo ezibhekisela kuzo izincazelo zephrojekthi yabo.

Ukuvunyelwa KwengqalasizindaAmaphrojekthi amaningana oguquko oluluhlaza aseYurophu athole ukuvunyelwa kwezimali, okudala isidingo esiqhubekayoizingxenye 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	Amabhoyila 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.

Lungiselela Imibhalo ye-CBAM Manje: 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 kwezindleko okunengqondo. Qaphela noma yiziphi izimemezelo zeSigaba 232 ezingathinta ukuhamba kokuhweba komhlaba wonke.

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, ezinezitifiketi ezigcwele zokugaya kanye nokulandelela.

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.