14 Meyi 2026 - Ukuhlaziywa Kwemboni Kwabathengi Bomhlaba Wonke

Njengoba singena esontweni lesibili likaMeyi 2026, umhlaba wonkeipayipi lensimbi elingenamthungo,ipayipi lensimbi elihlanganisiwe, futhiingxenye engenalutho yesakhiwoImakethe igxila kakhulu ezintuthukweni ezibalulekile zezombusazwe kanye nezezwe. Ukuvakasha okungalindelekile kukaMongameli wase-US eShayina, ukungezwani kweMpumalanga Ephakathi okuguqukayo, kanye nokuguquguquka kwezimali kudala izinguquko ezintsha zokuthengwa kwekota yesibili. Lo mbiko unikeza isibuyekezo esigxile kula mandla kanye nemiphumela yawo kubathengi bamapayipi ensimbi emhlabeni jikelele.

Ukuphumelela Kwezombusazwe: UMongameli wase-US Uvakashela iShayina

Kwesinye isenzakalo esikhulu, uMengameli wase-US ufike eShayina kuleli sonto engqungqutheleni ephezulu ehlose ukuvuselela ubudlelwano bezohwebo kanye nomnotho phakathi kwamazwe amabili.

Imiphumela Yengqungquthela: Izingxoxo zokuqala zibonisa ukuthi kungenzeka kube lula ukuncishiswa kwemikhawulo ethile yokuhweba, okuhlanganisa nokubuyekezwa okungenzeka kwentela yeSigaba 232 ekungenisweni kwensimbi. Azikho izivumelwano ezisemthethweni ezimenyezelwe, kodwa ukuncibilika kwezombusazwe kubalulekile.

Imiphumela Yenqubomgomo Yezohwebo: Ngobaipayipi lensimbiabathumeli ngaphandle, noma yikuphi ukwehliswa kwentela yase-US kumaShayinaamapayipi ensimbi yekhabhoni,amapayipi ensimbi engxubevangenomaamapayipi angenamthungo ensimbi engagqwalikuzoshintsha ukugeleza kokuhweba. Abathengi kufanele baqaphe izimemezelo ezisemthethweni ezilindeleke kamuva kule nyanga.

Ukusabela Kwemakethe Yezimali: Izindaba zengqungquthela zibangele ukuguquguquka okusheshayo kwamazinga okushintshaniswa kwe-USD/CNY. I-yuan yaseShayina iqine cishe ngo-0.8% uma iqhathaniswa nedola lase-US ngemuva kwesimemezelo, okuthinte izindleko zokufika kwabathengi bamazwe ngamazwe.

Isibuyekezo Sezepolotiki: Ukungezwani KweMpumalanga Ephakathi Kuyaqhubeka Nokuzinza

Impi yezempi ehilela i-Iran, i-Israel, ne-United States iyaqhubeka kodwa ngamandla ayo anciphile.

I-Strait of Hormuz: Imisebenzi yasemanzini isalokhu ingaphansi kokuqashwa okuthuthukisiwe kwamasosha asemanzini. Izindleko ezengeziwe zempahla yezimpahla eziya eGulf sezinciphile kakhulu.500–500–1,500 ngesitsha ngasinye, njengoba ukubambezeleka kwezokuthutha manje sekuyisilinganisoIzinsuku ezi-3-7.

Ukugeleza Kokungenisa KwesifundaAmazwe e-Gulf Cooperation Council ayaqhubeka nokutholaipayipi lomugqa,I-OCTG, futhiipayipi lesakhiwoukuthunyelwa okuneziphazamiso zezokuthutha ezilawulekayo.

Amanani AmandlaAmanani kawoyela azinzile e-70–70–75/ububanzi bebhareli, ukunciphisa ingcindezi yezindlekoisithando somlilo se-arc kagesiukukhiqizwa kwensimbi.

Isibuyekezo Semakethe Sekota Yesibili Ka-2026: Sizinzile Ngokulungiswa Okuqhutshwa Yimali

Ikota yesibili iyaqhubeka nokubonisa izisekelo ezilinganisiwe, yize amazinga okushintshaniswa kwezimali ethula ukuguquguquka okusha kwabathengi bamazwe ngamazwe.

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.

Umthelela Wezinga Lokushintshaniswa Kwemali Ebhizinisini Lamapayipi Ensimbi

I-Currency Pair	Ukunyakaza Kwamuva	Okushoyo Kubathengi
i-USD/CNY	-0.8% (i-yuan inamandla)	Izindleko eziphezulu ze-USD zokuthenga okune-CNY
I-EUR/CNY	-0.5% (i-yuan inamandla)	Ukwenyuka okumaphakathi kwezindleko ze-EUR
I-USD/CNH (ephesheya kwezilwandle)	-0.9%	Umkhuba ofanayo, qaphela amathuba okwahlulela

Abashayeli Besidingo Ngokwemboni Yokusetshenziswa Kokugcina

Umkhakha	Izinga Lomsebenzi Wamanje	Imikhiqizo Eyinhloko Efunwayo
Uwoyela negesi	Ihlala isikhathi eside, ivolumu ephezulu	Ipayipi lomugqa le-API 5L X52/X60/X65,I-OCTG,ikheyisi,ipayipi
Ukukhiqizwa Kwamandla	Izinzile, iqhutshwa ukunakekelwa	I-ASTM A213 T11/T22,I-ASTM A335 P11/P22/P91amashubhu ebhoyila
Ingqalasizinda	Ukukhula, iNingizimu-mpumalanga ye-Asia kanye neMpumalanga Ephakathi	I-EN 10210 S355J2H,I-EN 10219izigaba,amashubhu asikwele,I-RHS
Ukukhiqiza Kwezimboni	Okumaphakathi	Amashubhu angenamthungo aqondile,ipayipi lomshini

Umbono Wentengo wekota yesibili ka-2026

Amanani Epayipi Elingenamthungo (imigomo ye-USD): Kuzinzile kuya ekuthambekeni okuncane ngenxa yamandla emali, yize amanani ahlukaniswe nge-RMB ehlala eqinile.

Izindleko Zokuthutha: Amaphrimiyamu abheke eMpumalanga Ephakathi anciphe ngamaphesenti angu-5-8 ngaphezu kwesisekelo.

Izindaba Zamuva Zemboni: Amandla, Inqubomgomo Yokuhweba, kanye Nobuchwepheshe

Intuthuko eziningana ekuqaleni kukaMeyi kuya maphakathi zibumba isimo sokuncintisana:

Ingxoxo Yezohwebo phakathi kwe-US ne-China: Ingqungquthela kamongameli iphakamise amathemba okuncibilika okungenzeka ezingxabanweni zokuhweba ngensimbi. Noma yikuphi ukwehliswa kwentela yeSigaba 232 kungasizaipayipi elingenamthungofuthiipayipi elihlanganisiweabathumeli bezimpahla kwamanye amazwe abahlose imakethe yase-US.

Inqubekela phambili Yokusetshenziswa kwe-CBAMIKhomishini yaseYurophu ishicilele isiqondiso esibuyekeziwe mayelanaunyawo lwekhabhoniukuqinisekiswa kokungeniswa kwensimbi. Izinsuku zokugcina zokuthobela imithetho azikashintshi, kodwa izidingo zemibhalo zicacisiwe.

Umthamo Omusha we-EAF Ku-inthanethi: Okushaisithando somlilo se-arc kagesi (i-EAF)umzila wamapayipi ongenamthungo usuqalile ukukhiqizwa enyakatho yeShayina, wengeza amathani angu-300,000 omthamo wonyaka wokukhiqiza i-carbon ephansi. Lokhu kwandisa ukutholakala kwe-amapayipi angenamthungo anekhabhoni ephansingamaphrojekthi anakekela imvelo.

Ipayipi Lephrojekthi YaseMpumalanga Ephakathi: Amaphrojekthi amasha okwakhiwa kwamapayipi kanye nokwakhiwa amenyezelwe eSaudi Arabia nase-UAE, okugcina isidingo salokhuamapayipi ahlanganisiwe anobubanzi obukhulufuthiizingxenye ezingenalutho ezakhiweniukulethwa kwe-H2 2026.

Ukuvezwa Okuphelele Kwezinto Ezibalulekile: Amabanga Ayisihluthulelo e-Q2 2026

Ibanga Lezinto Ezibalulekile	Izinhlelo Zokusebenza Eziyinhloko	Isikhathi esiholayo	Isitayela Sesidingo Sekota Yesibili
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	Izinsuku ezingu-30-40	Izinzile, isekelwe kabanzi
I-ASTM A335 P11/P22/P91	Amabhoyila okukhiqiza ugesi	Izinsuku ezingu-45-55	Imijikelezo yokulungisa ezinzile
I-ASTM A312 TP304/TP316L	Izindawo ezonakalisayo	Izinsuku ezingama-40-50	Okumaphakathi, okuqondene nephrojekthi
I-ASTM A333 Ibanga 6	Isevisi yokushisa okuphansi (i-LNG)	Izinsuku ezingama-40-55	I-Niche, ekhethekile
I-EN 10210 S355J2H	Izinhlaka zesakhiwo	Izinsuku ezingu-35-45	Ukukhula, ingqalasizinda
I-EN 10219 S355J2H	Izakhiwo zemishini	Izinsuku ezingu-30-40	Izinzile, itholakala kabanzi

Izincomo Zokuthengwa Kwamasu Eziqondisiwe zangoMeyi 2026

Njengoba isimo sishintsha, sincoma izinyathelo ezilandelayo:

Qapha Intuthuko Yezohwebo Yase-US-China: Kubathengi abahlose imakethe yase-US, hlala unolwazi ngokulungiswa kwentela okungenzeka ngemva kwengqungquthela kamongameli. Noma yikuphi ukwehliswa kwentela yeSigaba 232 kungavula amathuba amasha.

Phatha Ukudalulwa KwemaliNjengoba i-yuan iqina uma iqhathaniswa nedola, cabanga ngamasu okuvikela noma ukuxoxisana ngezinkontileka ezisekelwe kuma-USD ukuze kuvinjwe amazinga amanje.

Faka ama-oda e-Q2 Maduze: Ngobaipayipi elingenamthungo,ipayipi le-alloynomaipayipi lebhoyilaUma kudingeka izidingo zokulethwa ngoJuni-Julayi, faka ama-oda phakathi kwamasonto amabili kuya kwamathathu azayo ukuze uthole izikhala zokukhiqiza.

Lungiselela Imibhalo ye-CBAM: Ngokuthunyelwa okuya eYurophu, isicelo siqediweamaphakheji edatha ye-carbon footprint, kufaka phakathiizitifiketi zamandla aluhlazafuthiukuqinisekiswa kwesilinganiso se-scrap, kusenesikhathi eside ngaphambi kokuthunyelwa.

Cabanga Ngezinketho Ezinekhabhoni Ephansi: Kumaphrojekthi anakekela imvelo, hlolaamapayipi angenamthungo anekhabhoni ephansiezivela e-EAF mills – zitholakala kakhulu ngamaphrimiyamu ancintisanayo.

I-Sanonpipe: Umlingani Wakho Ngokuphathelene Nobunzima Bemakethe

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(ikhabhoni ne-alloy), kanyeAmathani ayi-10,000 amapayipi ahlanganisiwe,amashubhu asikwele,amashubhu angunxande, futhiamapayipi ensimbi engagqwali.

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.

Ukufinyelela Komhlaba Wonke: Ithimba lokuthumela kwamanye amazwe elinolwazi olusingatha ezokuthutha, amadokhumenti, kanye nokususwa kwezimpahla emhlabeni jikelele.

Xhumana nethimba lethu kuleli sontoukuze uxoxe ngesu lakho lokuthenga lekota yesibili, ucele amanani amanje, noma uthole isiqondiso sokuzulazula ekuthuthukisweni kwenqubomgomo yemali kanye nokuhweba.