8 Meyi 2026 - Ukuhlaziywa Kwemboni Kwabathengi Bomhlaba Wonke

Njengoba singena esontweni lokuqala likaMeyi 2026, umhlaba wonkeipayipi lensimbi elingenamthungo,ipayipi lensimbi elihlanganisiwe, futhiingxenye engenalutho yesakhiwoImakethe ishintshe ngempumelelo ngemuva kokumiswa kweholide likaMeyi. Ukusebenza kuzo zonke izimayini zase-Asia kuqalile futhi, futhi umfutho wekota yesibili uyanda. Okwamanje, ukungezwani kweMpumalanga Ephakathi kungene esigabeni eside sokuphazamiseka okuvinjelwe, futhi izisekelo zemakethe eziyisisekelo zihlala zizinzile kuzo zonke izigaba zemikhiqizo. Lo mbiko unikeza isibuyekezo esifushane sokuhlela ukuthengwa kwempahla okunesu.

Isibuyekezo Sendawo Yezepolitiki: Ukuphazamiseka Okuqukethwe yiStrait of Hormuz Kuyaqhubeka

Ingxabano yezempi ehilela i-Iran, i-Israel, ne-United States iyaqhubeka nokuthonya ezokuthutha kwezentengiselwano, yize isimo sesizinzile saba yiphethini elibikezelwayo.

Imisebenzi Yasolwandle: I-Strait of Hormuz isalokhu ingaphansi kwezinqubo zokuqapha zasemanzini ezithuthukisiwe. Akukho ukwanda okukhulu okwenzeke emasontweni amuva nje. Imizila emikhulu yemikhumbi igcine i-inkokhelo eyengeziwe yemithwalo800–800–2,000 ngesitsha ngasinyekwezimpahla eziya eGulf, kanye nokubambezeleka kwezokuthutha manje sekuyisilinganisoIzinsuku ezi-5-10uma kuqhathaniswa nezinhlelo zangaphambi kwengxabano.

Ukugeleza Kokungenisa KwesifundaAmazwe e-Gulf Cooperation Council - ahlanganisa ndawonyengaphezu kwama-26% okuthunyelwa kwamanye amazwe kwamapayipi okungenamthungo eShayina– qhubeka nokutholaipayipi lensimbi elingenamthungo,ipayipi lomugqa, futhiI-OCTGukuthunyelwa. Ukuhlela izinto manje kuhlanganisa isikhathi sokulondoloza.

Umthelela Wentengo YamandlaAmanani kawoyela azinzile e-72–72–78/ububanzi bebhareli, ukunciphisa ingcindezi yezindlekoisithando somlilo se-arc kagesiukukhiqizwa kwensimbi, okusekela amanani azinzile e-amapayipi ensimbi yekhabhonifuthiamapayipi ensimbi engxubevange.

Ukuqala kabusha kweholide ngemva kukaMeyi: Ukusebenza Kujwayelekile

Ikhefu leholide likaMeyi (Meyi 1-5) seliphelile, futhi imakethe manje isebenza ngokugcwele.

Ukukhiqizwa Kuqaliswe Kabusha: Izimboni kulo lonke elase-Asia sezibuyele ekusebenzeni okujwayelekile, kanyeUkusetshenziswa kwamandla angu-75-80%ngobaipayipi elingenamthungofuthiipayipi elihlanganisiweimigqa yokukhiqiza. Ukusalela emuva kwama-oda ngemva kwamaholide kucutshungulwa kahle.

Ukugeleza Kwezinto Zokuthutha: Ukusebenza kwechweba sekujwayelekile, futhi isikhala semikhumbi yokuthunyelwa kukaMeyi-Juni siyabhukwa. Akukho ukuminyana okukhulu okubikiwe ezindaweni ezinkulu zokuthumela impahla kwamanye amazwe.

Iwindi Lokuthenga Livuliwe: Kubathengi abadingaamapayipi angenamthungo,amapayipi ensimbi engxubevangenomaizingxenye zesakhiwoUkuze kuhlinzekwe iphrojekthi ngoJuni-Julayi, iwindi langemva kwamaholide seliyasebenza manje.

Isibuyekezo Semakethe Sekota Yesibili Ka-2026: Izisekelo Ezizinzile Ziyaqhubeka

Ikota yesibili iyaqhubeka nokukhombisa izimo zemakethe ezilinganiselayo kanye nesidingo esiqhubekayo kuzo zonke izinhlaka ezibalulekile.

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 (P11/P22/P91) kanyeamapayipi angenamthungo anobubanzi obukhulu.

Izindleko zezinto ezingavuthiwe –ama-billet ensimbi yekhabhoni,Amakhoyili e-HR,ama-ferroalloy, futhiinsimbi elahliwe– zihlale zisemngceleni webanga phakathi kuka-Ephreli nasekuqaleni kukaMeyi, zinikeza ukubikezela kwamanani.

Abashayeli Besidingo Ngokwemboni Yokusetshenziswa Kokugcina

Umkhakha	Izinga Lomsebenzi Wamanje	Imikhiqizo Eyinhloko Efunwayo
Uwoyela negesi(Phezulu)	Ihlala isikhathi eside, ivolumu ephezulu	Ipayipi lomugqa le-API 5L X52/X60/X65,I-OCTG,ikheyisi,ipayipi
Uwoyela negesi(Umfudlana Ophakathi)	Amaphrojekthi azinzile, amapayipi	Amapayipi angenamthungo amakhulu ububanzi,ipayipi lomugqa elihlanganisiwe
Ukukhiqizwa Kwamandla	Izinzile, iqhutshwa ukunakekelwa	I-ASTM A213 T11/T22,I-ASTM A335 P11/P22/P91amapayipi ebhoyila,amashubhu okushintshanisa ukushisa
Ingqalasizinda	Ukukhula, ikakhulukazi i-SE Asia kanye ne-Middle East	I-EN 10210 S355J2H,I-EN 10219izigaba,amashubhu asikwele,izingxenye ezingenalutho eziyisikwele (RHS),ipayipi lokufaka inqwaba
Ukukhiqiza Kwezimboni	Okumaphakathi, okuzinzile	Amashubhu angenamthungo aqondile,ipayipi lomshini,amashubhu esilinda se-hydraulic
Ukucubungula Amakhemikhali	I-Niche, eqondene nephrojekthi	I-ASTM A312 TP304/TP316Lamapayipi angenamthungo angenasici,amapayipi angenasici amabili

Umbono Wentengo wekota yesibili ka-2026

Amanani Epayipi Angenamthungo: Kulindeleke ukuthi kuhlale kuzinzile kuze kube uMeyi noJuni, kanye nokulungiswa okuncane okukhuphukayo ekupheleni kwekota yesibili uma izindleko zamandla zikhuphuka noma isidingo sishesha.

Amanani Epayipi Elishisiwe: Ukuqina kulindeleke, kulandela eduzeIkhoyili ye-HRukunyakaza kwentengo.

I-Premium ye-Geopolitical LogisticsIzimpahla eziya eMpumalanga Ephakathi ziyaqhubeka nokuthwala i-I-premium yezindleko ezingu-5-10%uma kuqhathaniswa nezinye izindawo.

Izindaba Zamuva Zemboni: Amandla, Inqubomgomo Yokuhweba, kanye Nobuchwepheshe

Intuthuko eziningana ngasekupheleni kuka-Ephreli nasekuqaleni kukaMeyi zakha isimo sokuncintisana:

Amandla Amasha e-EAF Andisa Ukunikezwa Kwekhabhoni Ephansi: Ezimbili ezintshaisithando somlilo se-arc kagesi (i-EAF)Imigqa yamapayipi engenamthungo isiqalile ukukhiqizwa eShayina, yengeza cishe amathani angu-500,000 omthamo wonyaka wokukhiqiza i-carbon ephansi. Lokhu kwandisa ukutholakala kwe-amapayipi angenamthungo anekhabhoni ephansingezilinganiso eziphezulu ze-scrap ezibhaliwe (20-25%) kanye nokusetshenziswa kwamandla aluhlaza (30-50%) - okubaluleke kakhulu kubathengi baseYurophu ababhekene nezidingo ze-CBAM.

Izidingo Zemibhalo ye-CBAM Ezisebenzayo: Ukuqinisekiswa okuthuthukisiwe kweKhomishini yaseYurophuidatha ye-carbon footprintukungeniswa kwensimbi sekuyasebenza manje. Abangenisi kumele baqinisekise ukuthi imibiko yokukhishwa kwegesi ethile inembile, iyaqinisekiswa, futhi ihambisanaizitifiketi zamandla aluhlazafuthiimibhalo yesilinganiso se-scrap.

Ipayipi Lengqalasizinda YaseMpumalanga Ephakathi: Amaphrojekthi amasha okuhambisa amanzi kanye nokwakhiwa kwawo amenyezelwe eSaudi Arabia, e-UAE, naseQatar, okudala isidingo esiqhubekayo se-amapayipi ahlanganisiwe anobubanzi obukhulu,izingxenye ezingenalutho ezakhiweni, futhiipayipi lokufaka inqwabaukulethwa kwe-H2 2026.

Ukubuyekezwa Kwesigaba 232 sase-US Kuyaqhubeka: Ukubuyekezwa kohulumeni wase-US kwentela yeSigaba 232 ekungenisweni kwensimbi kuyaqhubeka, kanti kulindeleke ukuthi kube nokulungiswa okungenzeka ku-Q3 2026. Abathengi kufanele baqaphe intuthuko.

Ukuvezwa Okuphelele Kwezinto Ezibalulekile: Amabanga Ayisihluthulelo e-Q2 2026

Abathengi abahlela izidingo ze-Q2 kanye neze-Q3 zakuqala kufanele babeke phambili lezi zincazelo ezifunwa kakhulu:

Ibanga Lezinto Ezibalulekile	Izinhlelo Zokusebenza Eziyinhloko	Isikhathi Esijwayelekile Sokuhola	Isitayela Sesidingo Sekota Yesibili
I-API 5L X52/X60/X65	Amapayipi okudlulisa uwoyela negesi	Izinsuku ezingu-35-45	Ihlala isikhathi eside, ivolumu ephezulu
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-45-55	Imijikelezo yokulungisa ezinzile
I-ASTM A312 TP304/TP316L	Izindawo ezonakalisayo, ukucubungula amakhemikhali, imboni yokudla	Izinsuku ezingama-40-50	Okumaphakathi, okuqondene nephrojekthi
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
Amashubhu angenamthungo aqondile	Amasilinda e-hydraulic, izingxenye zezimoto, imishini	Izinsuku ezingama-35-50	Okumaphakathi, okuhlobene nokukhiqiza

Izincomo Zokuthengwa Kwamasu Eziqondisiwe zangoMeyi 2026

Njengoba i-Q2 iqhubeka kanye nemisebenzi yangemva kweholide isijwayelekile, sincoma lezi zinyathelo ezilandelayo:

Faka ama-oda e-Q2 Manje: Ngobaipayipi elingenamthungo,ipayipi le-alloy,ipayipi lebhoyilanomaipayipi elinobubanzi obukhuluizidingo ezidingekayo zokulethwa ngoJuni noma ngoJulayi, beka ama-oda manje ukuze uvikele izikhala zokukhiqiza futhi ugweme ukwelulwa kwesikhathi sokuhola okungenzeka kamuva ku-Q2.

Uhlelo Lwemibhalo Ye-CBAM: Ukuthunyelwa kwezimpahla okuya eYurophuamapayipi ensimbi yekhabhoni,amapayipi ensimbi engxubevangenomaamapayipi angenamthungo ensimbi engagqwali, cela amaphakheji edatha ephelele ye-carbon footprint – okuhlanganisaizitifiketi zamandla aluhlaza,ukuqinisekiswa kwesilinganiso se-scrap, futhiimibiko yokukhishwa kwegesi okuqondene neqembu elithile– kusenesikhathi eside ngaphambi kokuthunyelwa.

Ukuthunyelwa Okuphephile Kwezindawo Eziya EGulf: Ngobaipayipi lomugqafuthiI-OCTGukuthunyelwa eMpumalanga Ephakathi, gcinaIviki eli-1-2 lesikhathi sokuphumulaekuhleleni kwakho kwezokuthuthwa kwempahla ngenxa yokulungiswa okuqhubekayo komzila.

Gada Inqubomgomo Yokuhweba yase-US: Kubathengi ababhekene nemakethe yase-US, hlala unolwazi ngokubuyekezwa kwentela yeSigaba 232, njengoba izinguquko ezingaba khona zingathintaipayipi lensimbiamanani kanye nokugeleza kokuhweba ku-H2 2026.

Cabanga Ngezinketho Ezinekhabhoni Ephansi: Kumaphrojekthi aseYurophu nanakekela imvelo, hlolaamapayipi angenamthungo anekhabhoni ephansikusuka kuma-EAF mills anedatha eqoshiwe yamandla aluhlaza kanye nesilinganiso sezingcezu. Lezi zinketho zitholakala kakhulu kumaphrimiyamu ancintisanayo.

I-Sanonpipe: Umlingani Wakho Othembekile Phakathi Nemijikelezo Yemakethe

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

Impahla Ejulile, Ehlukahlukene: CisheAmathani angu-200,000 amapayipi ensimbi angenamthungo(insimbi yekhabhoni kanye nezinhlobo zensimbi ye-alloy), kanyeAmathani ayi-10,000 amapayipi ahlanganisiwe,amashubhu asikwele,amashubhu angunxande, futhiamapayipi ensimbi engagqwalikuyatholakala esitokweni, ilungele ukuthunyelwa ngokushesha.

Uchungechunge Lokunikezwa Kwekhabhoni Ephansi: Ubambiswano nezinkampani ezihlinzeka ngemishiniUkukhiqizwa kwe-EAF,izilinganiso eziphezulu ze-scrap(20-25%), kanyeamandla aluhlaza(30-50%), isekelwa ukubika kwedatha yekhabhoni okuhambisana ne-CBAM kanye nokuqinisekiswa komuntu wesithathu.

Usekelo Lwesevisi EgcweleKusukela ekutholeni nasekuqinisekiseni izinto ezingavuthiwe kuya ekusikeni, ekufakeni izintambo, ekumbozeni, ekupakisheni nasekuthumeleni - senza kube lula uchungechunge lwakho lokuhlinzeka kuzo zonke izindawo zomhlaba.

Ukufinyelela Komhlaba WonkeIthimba lethu lokuthumela kwamanye amazwe elinolwazi liphatha ezokuthutha, imibhalo (kufaka phakathiIzitifiketi ze-MTC,izitifiketi zomsuka), kanye nokuvunyelwa kwempahla yamasiko yokuthunyelwa emhlabeni jikelele.

Xhumana nethimba lethu kuleli sontoukuze uxoxe ngesu lakho lokuthenga le-Q2 2026, ucele amanani amanje, noma uthole isiqondiso esithile mayelana nemibhalo ye-CBAM noma izinketho zamapayipi ensimbi angenakhabhoni eningi.